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<h3>Job Description:</h3>Senior Attorney – Corporate Legal – Business Development, Governance, Securities and Transactions Based in Westlake, TX, this attorney role will provide legal support to Fidelity companies and emerging business initiatives on a full range of business development, corporate governance, finance, compensation, transactional and securities matters.The Expertise We’re Looking For<ul><li>J.D. required.</li><li>A minimum of 5 years of relevant experience.</li><li>Law firm experience required.</li><li>Significant business development, governance, securities, mergers and acquisitions, and corporate finance experience required.</li><li>In-house experience and relevant business experience in finance and consulting a plus.</li></ul>The Purpose of Your RoleYou will be part of the corporate legal team within Fidelity’s in-house legal department, providing general business counsel and corporate governance and securities advice to Fidelity’s parent company and to subsidiaries operating and developing new businesses in a broad range of industries.The Skills You Bring<ul><li>Exceptional judgment and range. You will need to excel at quickly analyzing complex legal and business issues in a wide variety of substantive areas.</li><li>Highly organized, self-motivated and self-directed. You need to be able to work efficiently, under pressure, with varying degrees of supervision, and manage projects with competing deadlines in a dynamic environment.</li><li>Must thrive in a team environment.</li><li>Outstanding analytical, advocacy, and interpersonal skills, as well as the ability to advise and influence senior executives and professionals from diverse businesses.</li><li>Superior writing and oral communication skills, adaptive to and effective for different audiences.</li></ul>The Value You Deliver<ul><li>Providing general business counsel and corporate governance and securities law advice.</li><li>Supporting various board and management activities, emerging business initiatives across Fidelity, internal and external equity and debt offerings, acquisitions, and dispositions,</li><li>Drafting and reviewing relevant documents.</li><li>Participating in and leading cross-functional working teams.</li><li>Forming good working relationships with your business and legal colleagues.</li></ul><h3>Certifications:</h3><h3>Category:</h3>LegalMost 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.

Fidelity Investments

Senior Attorney - Corporate Legal - Business Development, Governance, Securities and Transactions

<h3>Job Description:</h3>Do you thrive in a fast-paced environment and enjoy interacting with customers while helping them meet their long-term financial goals? If so, come prepare for your future career in financial planning at a Fidelity Investments Investor center!The 10-week Fidelity Intern Program (we lovingly call it our FIDTERN Program) is our world-class opportunity for college juniors looking to explore and learn more about Fidelity's business and culture through a cohesive program experience. Where you spend your summer internship can be a big decision and takes a lot of dedication – we get it! Here are some ways in which you can expect Fidelity to make the most of your time with us… <ul><li>Find Your Purpose – as a Fidelity Intern (or FIDTERN), you will experience a meaningful summer program. You will support business-critical projects that help meet Fidelity's needs and help you hone in on your future career path. Interns are supported by a direct manager and team throughout the summer. </li><li>Never a Dull Moment – Our FIDTERN Summer Series includes scheduled events where you can come together with other interns and your experiences at Fidelity. This includes a mix of in-person and virtual events – everything from engaging webinars on career development, financial literacy and inclusion topics, community service activities and in-person networking events to mingle with full-time Fidelity employees. </li><li>Strong intern candidates are dynamic, curious, innovative, conscientious, and believe in the true value of collaboration. Current college student who will return to coursework after their Summer 2026 internship has ended are eligible. </li></ul>Note: Our Summer 2026 internship assignment runs from June 1 - August 7, 2026 and require in-person participation approximately three days or more per week. While there is the occasional opportunity to work from home, this is not a remote internship assignment.The Expertise We’re Looking For <ul><li>Undergraduate students in your junior year of college</li><li>Interest in investing and wealth management</li><li>Experience in customer service, retail, sales or banking</li><li>Leadership experience and involvement in student organizations</li></ul>The Purpose of Your RoleAs Branch Intern you will provide customer service support to clients who call or visit the branch and will have the opportunity to grow your knowledge in personal investing and financial planning. Working alongside financial professionals, you will be a key part in the client's experience at Fidelity.The Skills You Bring<ul><li>Your professional demeanor &amp; collaborative problem-solving skills</li><li>Basic understanding of the current market, economy and economic trends</li><li>Ability to promote customer loyalty while providing an extraordinary customer experience</li></ul>The Value You Deliver As one of the first points of contacts in the branch:<ul><li>You assist financial professionals with providing a full range of investment products and services</li><li>You collaborate with team members to bring a fresh perspective to help solve business challenges</li><li>You participate in challenging work assignments to increase knowledge and gain valuable experience within the financial services industry </li><li>By identifying new opportunities for enhancements, you help think about our business and our customers in a different way</li></ul>Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and cultivating a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For more information about working at Fidelity, visit FidelityCareers.comFidelity Investments is an equal opportunity employer.PI26INT<h3>Certifications:</h3><h3>Category:</h3>AdministrationMost 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.

Intern, Investor Center - Toledo, OH

<h3>Job Description:</h3><h3>Financial Representative</h3>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceMost 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.

Financial Representative - San Antonio, TX

<h3>Job Description:</h3>The RoleDigital Assets Shareholder Reporting is GROWING at Fidelity!Are you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products with a focus on digital assets and cryptocurrencies? As we BUILD this critical team, we can offer roles at various levels: Analyst, Manager and Senior Manager. All applicants will be evaluated based on skills and experience and aligned to the appropriate role(s).This team is responsible for preparing, reviewing, and coordinating the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards. Primary responsibilities of the role relate to the digital products structured as Exchange Traded Products (ETPs) and Limited Partnerships (LPs) and includes quarterly/annual reporting. We need talent that thrives in an operational environment where deadlines, accuracy and high-quality reporting are critical to our success!Depending on your role, we need you to participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures.The Expertise and Skills You Bring <ul><li>Bachelor’s degree with a background in financial services with an asset manager, audit firm or custodian bank, preferably in accounting operations or administration for alt investment products and public company financial reporting (Form 10K, 10Q, 8K and other reporting as needed)</li><li>Demonstrated success in leading teams to perform at their best for our Senior Manager role</li><li>Experience using the Geneva or InvestOne platforms for accounting and reporting are a plus</li><li>Advanced accounting and operational knowledge for alternative asset classes with a focus on digital assets and cryptocurrencies</li><li>In-depth knowledge of US GAAP financial reporting standards for nonregistered investment partnerships and 33/34/40 Act investment funds and familiarity with a variety of product structures including onshore and offshore LPs, master-feeder, open-ended and closed-ended arrangements</li><li>Advanced excel skills and experience translating accounting data into financial statement presentation</li><li>Ability to lead independently and in an operations-focused, fast paced team environment</li><li>Strong working knowledge of project and relationship management</li><li>Excellent written and verbal communication skills and strong presentation capability</li><li>MBA or CPA preferred for the Manager and Senior Manager roles.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamIn Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity’s current and future success!#FFIOALTS<h3>Certifications:</h3><h3>Category:</h3>Investment OperationsMost 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.

Manager, Digital Assets Shareholder Reporting

<h3>Job Description:</h3>*Remote position located in one of the following states: NY, NJ, CT, PA, RI, VT, NH, MA, ME. As one of our Managing Directors in our Stock Plan Services business, you will play a key central role for the satisfaction and growth of our clients in this important growth business! Fidelity Stock Plan Services &amp; Non-Qual (SPSNQ) is Fidelity’s equity compensation administration services business, which is a 650+ person, vertically integrated in the Workplace Investing (WI) division. Fidelity’s SPSNQ business manages relationships with 750+ clients and 2.7+M participants in 198 countries, including 150 S&amp;P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants. The Role In this role you will develop positive relationships with Equity Compensation clients and build internal working relationships with Fidelity personnel in support of service delivery! The Managing Director (MD) has overall accountability for the relationship of a book of institutional equity compensation plan clients. Passionate about cultivating relationships with the key decision makers, guiding the service teams towards high client satisfaction, driving operational effectiveness and plan profitability, growing client relationships through value-driven cross selling initiatives, and strategically positioning Fidelity's products and services in its Personal and Workplace Investing offerings. Effectiveness in the role requires executive presence, understanding in benefits, executive and equity compensation, and financial services acumen. Focus areas include client retention and loyalty, relationship risk mitigation strategies, revenue growth, and product and services adoption. The Expertise You Have <ul><li>College degree preferred or equivalent work-related experience. </li><li>Ability to acquire Series 7 &amp; 63/65 within the first three months of employment. </li><li>Bring 10+ years of Relationship Management or Client Service experience; preferably within Equity Compensation/Retirement/401K industry. </li><li>Transparent and credible presence in the Equity Compensation industry. Certified Equity Professional designation is helpful. </li></ul>The Skills You Bring <ul><li>Provide a strategic perspective on comprehensive employee benefit solutions for large corporations, along with well-developed communication, project management, consulting, and leadership skills. Focused on understanding and responding to client needs and assume a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues. Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business. </li><li>Ability to successfully work in a matrix management environment with the ability to build credibility internally and externally at all levels within an organization. </li><li>Develop and maintain strong client relationships across multiple client constituencies including HR, Total Rewards, Compensation, Treasury, Legal, and Procurement. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions. </li><li>Provide focused leadership, motivation, and support for client service team members to retain clients and deliver consistency and alignment in execution of client objectives and Fidelity priorities. </li><li>Possessing a true dedication to customer satisfaction, has an outstanding sense of urgency, and views change as an integral component of corporate success. </li><li>Organization and time-management skills and attention to detail. Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization. </li><li>Shown problem-solving skills. </li><li>Effective presentation skills, influence, and negotiation skills. </li><li>High emotional intelligence and interest in other human beings </li><li>Desire to roll your sleeves up and work with and for your teammates – Servant Leadership </li><li>Self-awareness and shown history of self-improvement </li><li>Analytical and critical thinking skills </li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Value You Deliver <ul><li>Supervising client satisfaction and facilitates the timely resolution of client issues to the satisfaction of the client. </li><li>Leading client profitability through periodic evaluations of key revenue and expense metrics, and strategically works to implement proactive steps towards achieving the desired results. </li><li>Developing a strategy and negotiates contract renewals either proactively or through formal rebid activities, including strong collaboration with other business partners across Fidelity. </li><li>Working with business partners, including the local branches, Executive Services, and telephone teams to develop programs to increase households and conversions, and to facilitate continued advanced education and communication for participants and clients. </li><li>Providing each client with a formal plan review, addressing client needs and opportunities for enhanced service, consistent with agreed upon time frames with the client </li><li>Procuring a detailed, shown understanding of all types of equity compensation plans and works consultatively with clients to assist them towards industry leading practices environment. </li><li>Supporting client needs to facilitate corporate actions including mergers, acquisitions, splits, divestitures, spin-offs and other similar major corporate activities. </li></ul>The base salary range for this position is $112,000-$255,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Vice President, Managing Director - Stock Plan Services

<h3>Job Description:</h3><h3>The Role</h3>Fidelity Quant Research Technology team is looking for a Principal Full Stack Engineer to join a full-stack team. Building a new product, this position requires a hands-on, lead-by-coding leadership as well as mentoring a team of developers as they journey to becoming better developers. Collaborating with architects, and business partners, you will be building a Java Spring/Springboot microservice backend and Angular UI running in K8S clusters in AWS.<h3>The Expertise and Skills You Bring</h3><ul><li>A minimum of 10 years of software application development experience, with financial/asset management industry experience is a plus</li><li>You have a BS/MS or equivalent experience in the areas of Computer Science, Engineering, or Information Technology and you want to learn more.</li><li>Extensive experience working in Angular(RXJS), Java Spring/Springboot, and SQL(Oracle preferred).</li><li>Ability to apply standard processes across the squad in areas such as Unit testing, Automation, ATDD, DevOps, CI/CD, design, and code reviews.</li><li>Exposure to cloud technologies such as AWS, Docker, and Kubernetes would be an advantage.</li><li>Demonstrated experience working on Finance-related software projects focusing on asset management or fund accounting.</li></ul>The TeamBe part of our team developing a cutting-edge platform for launching a new Options Overlay Product in Asset Management Technology group. This role provides an opportunity to contribute to a distinct project. AM Tech is growing within Fidelity's Investment Frontier Neighborhood, enriching our Liquid Alts offerings. We utilize diverse market instruments, including derivatives and equities.Note: Fidelity is not providing immigration sponsorship for this position<h3>Certifications:</h3><h3>Category:</h3>Information TechnologyMost 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.

Principal Full Stack Engineer

<h3>Job Description:</h3>Principal Cloud Engineer (Security Platform - Certificate Management)As a Principal Cloud Engineer within Security Platforms with deep expertise in Software Development, you will help develop the next generation Security Platform providing critical data security to Fidelity’s vast business applications. You will design and implement solutions to improve automation, monitoring, and instrumentation for the management and security of Public Key Infrastructure (PKI) at Fidelity. This role will offer a great opportunity to participate in a team at the center of encryption by creating and developing of PKI. You will work with multiple teams, leading technology, and be part of an exciting team of Platform Security experts involved in ground breaking Cybersecurity work and crypto agility. What you will do<ul><li>Lead the development, and deployment of applications built using Java and GoLang (Python is a plus).</li><li>Deliver on next-gen Certificate Management / Public Key Infrastructure (PKI) systems.</li><li>Drive automation and build CI / CD pipelines.</li><li>Implement monitoring and observability to support application telemetry and metrics.</li><li>Partner with other developers to manage code repositories, code security, and lifecycle.</li><li>Conduct code reviews, threat modeling, and security audits to identify and mitigate vulnerabilities.</li><li>Develop with security in mind.</li><li>Provide hands-on operational support to the Certificate Management team as needed.</li><li>Mentor/Coach and guide a team of developers, fostering a culture of secure coding practices and technical excellence.</li><li>Stay current with advancements in PKI, Software Engineering frameworks, and cybersecurity threats. </li></ul>The Expertise and Skills You Bring<ul><li>7+ years of experience in software development, with at least 3 years in a technical leadership role.</li><li>7+ years of experience in a distributed IT Engineering and/or support function.</li><li>Strong proficiency in Java and GoLang (Python a plus)</li><li>DevOps experience and a strong understanding of release management including CI/CD pipeline creation and automation (git/Jenkins/Python/CloudFormation/Terraform).</li><li>Experience with AWS, Azure, or other public cloud provider.</li><li>Experience with API Management.</li><li>Experience working in an Agile team and with Agile process.</li><li>Knowledge of Micro-services design and implementation.</li><li>Knowledge of Kubernetes and Containerization.</li><li>Knowledge of Cybersecurity a plus.</li><li>Experience with Public Key Infrastructure (PKI) preferred.</li><li>Experience with certificate management and cryptography preferred.</li><li>Available to join an on-call production support rotation as needed.</li></ul>The TeamThe Certificate Management team, part of Fidelity’s Security Platform, provides encryption and Data Security services supporting Fidelity Investments applications. A core team within Fidelity Architecture and Engineering, the team provides the security to ensure that critical business systems have the encryption and PKI resources they need for complete data security. We are a team of Cybersecurity Engineers passionate about security and engineering, working with the latest technology and security systems, and building crypto agile systems.<h3>Certifications:</h3><h3>Category:</h3>Information TechnologyMost 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.

Principal Cloud Engineer (Security Platform - Certificate Management)

<h3>Job Description:</h3>The Role Are you interested in collaborating across teams and contributing on a developing operational team? Do you have an understanding of financial reporting requirements for real estate products? The Manager, Shareholder Reporting, Real Estate Financial Statements Production role is a rare opportunity to participate in the establishment of a real estate funds’ platform. The role will contribute on a team that delivers accurate, timely financial reports required for real estate funds. Primary responsibilities of the role relate to the Core Real Estate Fund established as a REIT and includes quarterly/annual reporting, responsibility for Securities Exchange Act of 1934 Reporting with SEC (including Forms 10Q, 10K, 8K), SOX 404 compliance as well as the use of Yardi accounting software. In this role you will prepare, review, and coordinate the production of financial statements to ensure they are accurate, timely and adhere to GAAP and other relevant accounting standards. Your ability to work within an operations team, meet deadlines, resolve production issues, and implement process improvements will assist at increasing efficiency and quality. You will engage closely with the Direct Real Estate Finance Team, Alternative Accounting, and the products’ external auditors in overseeing quarterly and annual financials, and regulatory filings as well as the audit cycle. You will be part of a team dedicated to alternative products and focused on identifying short and long-term processes, controls, and technology solutions to support operational proficiency on new and evolving products. You will think and work across Fidelity partnering with the rest of the Fidelity Fund and Investment Operations (FFIO) organization and collaborate with business partners in the Direct Real Estate Investment and Finance Teams, Asset Management including its Treasurer’s Office and Compliance, Risk &amp; Business Operations. The Expertise and Skills You Bring <ul><li>Bachelor’s degree or equivalent with 5+ years of financial services experience with real estate products and public company financial reporting (Form 10K, 10Q, 8K and other reporting as needed) </li><li>Knowledge of real estate reporting as well as relevant accounting and reporting standards (US GAAP) </li><li>Experience with Yardi accounting software preferred </li><li>Ability to work and lead in an operations-focused fast paced team environment</li><li>Innovation attitude – ability to identify and drive forward new ways to improve current processes</li><li>Excellent written and verbal communications skills and strong presentation capability</li><li>Proficiency in various PC software applications (e.g., MS Teams, Excel, Word, PowerPoint) </li><li>Advanced excel skills and experience translating accounting data into financial statement presentation </li></ul>The Team In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity’s current and future success! #FFIOALTS<h3>Certifications:</h3><h3>Category:</h3>Business AnalysisMost 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.

Manager, Shareholder Reporting

<h3>Job Description:</h3>The RoleThe Associate Analyst, Alternative Investments, Asset Review position plays a unique and central role on a team dedicated to delivering World Class customer and transaction servicing around all aspects of alternative investment processing by vetting requests to support new products against our acceptability guidelines and asset servicing capabilities.An Alternative Investment (AI) is a highly specialized investment vehicle that is tailored to sophisticated, high net-worth investors and are not traded on any public market.<ul><li>Creatively construct, design, and implement procedures for new product offerings.</li><li>Assist in systems testing relating to industry-driven initiatives, internal enhancements and new business functionality.</li><li>Deliver quality assistance to our clients</li><li>Serve as a resource for technical issues and assist associates in problem solving.</li><li>Act as a functional subject matter expert and go-to person for complex situations and daily processing.</li><li>Play a leading role on assigned projects.</li></ul>The Expertise and Skills You Bring<ul><li>2+ years of brokerage operations experience or 5+ years related work experience preferred</li><li>Alternative Investment transaction servicing experience preferred</li><li>College degree preferred</li><li>Excellent interpersonal and communication skills (written and oral) to engage with clients and internal partners to provide them with the best quality experience</li><li>Strong analytical and problem-solving skills and ability to prioritize decisions in a fast-moving environment</li><li>Ability to work and build strong relationships across different teams within the organization</li><li>Note: Fidelity will not provide immigration sponsorship for this position. </li></ul>The TeamThe Alternative Investments team supports a leading-edge Alternative Investments platform that offers our customers the ability to represent limited partnerships, non-listed REIT's, fund of funds, registered and privately placed products above the line. Our Alternative Investment group is a part of the Operations &amp; Services Group (OSG) and services all Fidelity lines of business and handles end-to-end operations from onboarding of assets, all transactions, reconciliation, and servicing requests. Demand for our service is growing at a significant rate, making this an exciting opportunity.The base salary range for this position is $48,000-$76,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.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.<h3>Certifications:</h3><h3>Category:</h3>Brokerage Operations

Associate Analyst, Alternative Investments

<h3>Job Description:</h3>This dynamic role is well-suited for someone who enjoys solving Fidelity Workplace Investing (WI) clients’ and prospective clients’ most complicated requirements in a fast-paced, unexpected environment. If you are motivated by being part of a hard-working, creative, and collaborative team that loves to win, this role is for you!ROLE MAY BE BASED REMOTELY NATIONWIDE<h3>The Role</h3>This client facing role works closely with Account Executives, Retention Executives, and Managing Directors to win and retain our largest corporate and TEM (Tax Exempt Markets) NonQualified Plan clients in support of WI sales and client retention goals. As a Solution Architect, you are responsible for performing a comprehensive analysis of client NonQualified plan requirements, comparing plan document provisions against our product and services, problem solving for unique plan features, and representing the Fidelity solution during the sales or rebid process.This role relies heavily on your knowledge of Fidelity’s DC and NonQualified Plan products, services and processes and your ability to think strategically, coordinate with clients and their consultants, and collaborate with internal business partners.<h3>The Expertise You Have</h3><ul><li>Defined Contribution and NonQualified plan expertise required</li><li>Bachelor’s degree, minimum; Master's degree preferred</li><li>Minimum 10 years related product/ industry experience; 5+ years of Fidelity experience desirable</li><li>Series 7 and 63 required (can be acquired in role)</li><li>Approximately 50%+ travel requirement</li></ul><h3>The Skills You Bring</h3><ul><li>Leadership skills including coaching, mentoring, displaying Fidelity’s core values in all situations</li><li>Internal influence skills including organizational navigation and perspective, firmly established internal network, knowledge of exception processing and ability to articulate value versus risk of solutions</li><li>Strong Client-facing consultation skills to understand needs, influence, and articulate value vs. risk/reward</li><li>Strong presentation skills at all levels (e.g., administrative, peers, executives), verbal and non-verbal, internal, and external including excellent written and verbal communication skills</li><li>Industry/competitor knowledge and ongoing student of the business</li></ul><h3>The Value You Deliver</h3><ul><li>Strategic analysis of clients and prospects to identify potential administrative concerns which may require custom solutions and/or exception management</li><li>Reviewing and leading plan design, underwriting of legal plan documents, identifying non-standard product and service requirements</li><li>Developing creative solutions, understanding the financial and operational impacts, owning internal exception approval process steps</li><li>Providing subject matter expertise on retirement and benefit issues during the sales and rebid process.</li><li>Presenting Fidelity’s differentiation in the employer benefits community through thoughtful proposal responses, high impact presentations, and coaching team members for presentations.</li><li>Collaborating with prospective clients and representing the Fidelity value proposition as part of the broader solution offering.</li><li>Catalyzing change within the team and business unit with an eye for customer needs.</li><li>Providing real time market feedback to product, systems, and marketing organizations</li></ul><h3>The Team</h3>Our team within Workplace Investing (WI) Sales strives to win and retain WI clients through outstanding solutions while mitigating risk to the firm. Keeping and growing our client base helps maintain our position as the top-tier benefits outsourcing provider.The base salary range for this position is $118,000-$189,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales Support

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