Senior Analyst, Bond SMA Operations

Job Description:

Bond Separately Managed Account (SMA) Operations Senior Analyst

The Role

The Fixed Income Investment Services team is seeking a hard-working, driven individual to join their experienced team. The Bond SMA Operations role supports the Fixed Income division by managing operational processes for bond Separately Managed Accounts (SMAs). Responsibilities include ensuring data accuracy through time-sensitive reconciliations, resolving investment process workflow issues, and collaborating with portfolio managers, traders, and technology teams. The role emphasizes risk management, process improvement, and proactive communication in a fast-paced environment.

This role will include a blend of at-home and in-office work. Learn more about how Fidelity has embraced Dynamic Working.

Responsibilities:

• Develop a comprehensive understanding of the bond SMA investment process and its organizational touchpoints.

• Perform time-sensitive data reconciliations, proactively identifying, researching, escalating, and resolving potential risk or data quality issues before the business start of day.

• Provide real-time support for investment process workflows, collaborating with technology and business partners to troubleshoot and resolve issues throughout the day.

• Communicate effectively with portfolio management and trading teams in a fast-paced environment.

• Coordinate and respond promptly to requests from distribution partners.

• Identify and implement operational process improvements with a strong focus on risk management.

Skills & Expertise:

• Bachelor’s degree with 5+ years of experience in financial services; SMA experience preferred.

• Ability to thrive in a fast-paced environment and work confidently with investment professionals.

• Strong judgment, problem-solving skills, and exceptional attention to detail

• Excellent communication skills and proven ability to manage time-sensitive workflows.

• Demonstrated success partnering with business and technology teams to deliver scalable, robust solutions.

• Advanced analytical skills, including proficiency with SQL and database tools for data analysis.

• Awareness of market events and ability to research and interpret their impact as needed.

Note: Fidelity is not providing immigration sponsorship for this position

The Team

The Asset Management Compliance, Risk and Business Operations (CRBO) team is a global organization that focuses on advancing the strategic priorities of Fidelity and Asset Management through innovation, business partner alignment and building and supporting a culture that challenges the status quo and promotes vitality. The functions within CRBO are AM Compliance, AM Risk, Business Operations and Strategy, Counterparty Research & Analytics and the Investment Services teams: Equity, Fidelity AM Solutions (FAMS), Fixed Income, and High Income & Alternatives and Quantitative Research and Investments (QRI).

Fidelity’s Fixed Income division is one of the world’s leading fixed income managers with over $2 trillion in fixed income assets managed by a staff of more than 200 investment professionals. At Fidelity, we combine fundamental research on debt issuers with macroeconomic and quantitative analysis to develop investment decisions that aim to maximize risk-adjusted total return for our clients. The Fixed Income division is headquartered in Merrimack, New Hampshire.

Fidelity Investments is an equal opportunity employer

Certifications:

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Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.