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At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.How will you make an impact in this role?As part of Controllership organization, The U.S. Regulatory Reporting team delivers Bank Holding Company regulatory reports in accordance with both U.S. Federal and State regulators for American Express Company and its underlying subsidiaries. As American Express transitions to a higher bank category (Cat 3/2), it leads to an uptick in regulatory scrutiny and increased regulatory expectations. As a result, we are forming a centralized Exam and Review Preparedness team to meet those heightened standards. The scope will include both external exams (i.e. FRB, OCC) as well as internal reviews (i.e. Quality Assurance, 2LOD, Internal Audits). This role will be part of the new team.Responsibilities include, but are not limited to:&nbsp;<ul><li>Assist, support, and manage the execution of the Exam and Review Preparedness framework&nbsp;</li><li>Conduct exam/review readiness assessments for impacted areas prior to the start of regulatory exams/reviews to identify potential gaps and solutions.</li><li>Anticipate possible examiner questions and suggested responses and develop internal training materials and external storyboard materials.</li><li>Review exam documentation requests, exam meeting materials, First Day letters / review announcements to provide consistency across teams for appropriate responses/submissions.</li><li>Support tracking and monitoring of requests and meeting materials, schedule exam / review meetings, prepare status updates (presentation material) and capture supporting documentation in a centralized repository.</li><li>Support the development of management action plans / remediation activities and assist in the closure of MRA’s / MRIA’s.</li><li>Collaborate with colleagues across groups within American Express to drive consistency in exam preparedness and management</li><li>Flexibility to work a hybrid schedule.</li></ul>Minimum Qualifications<ul><li>5+ years of experience in Accounting / Reporting / Auditing. </li><li>Strong understanding of U.S. Regulatory and U.S. GAAP requirements. </li><li>Ability to manage multiple priorities, drive projects, and work well under tight deadlines. </li><li>Strong executive presence, relationship building, presentation and collaboration skills. </li><li>Ability to prioritize, drive projects and define medium to long term vision for the team focusing on value creation for partners and the organization.</li></ul>Preferred Qualifications<ul><li>Prior Regulatory and/or banking/financial services strongly preferred.&nbsp;</li><li>Prior experience assisting with the preparation of Regulatory Reports required by FRB, including FR Y-9C, Call Report (FFIEC 031), FR2052a, and FR Y-14 strongly preferred.</li><li>Knowledge of risk management frameworks, methodologies and standard processes strongly preferred.&nbsp;</li><li>Prior experience assisting with regulatory exams preferred</li></ul>Guardian&nbsp;Salary Range: $80,000.00 to $155,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.

American Express

Manager-Controller

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.How will you make an impact in this role?The Regulatory Reporting team delivers Bank Holding Company regulatory reports in accordance with Federal Reserve requirements for American Express Company and its underlying subsidiaries. We review, analyze and report financial information predominantly using the automated Regulatory Reporting Delivery (RRD) platform. We collaborate with multiple teams across Finance and Technology as well as the external regulators. Currently the regulatory reporting team is involved in a multiyear effort to support the risk category change for American Express as a Bank Holding Company.This individual will be primarily responsible for production of regulatory filings and supporting strategic initiatives &amp; projects. The position will involve close interactions with the regulators and leadership to comply with any new regulations and changes to regulatory reporting requirements.Responsibilities include, but are not limited to:&nbsp;<ul><li>Ensure compliance with Federal Reserve and other regulatory reporting requirements, the Company’s internal review procedures and all other applicable policies and procedures, including data governance.&nbsp;</li><li>Review detailed instructions for various reports and ensure compliance with the Federal Reserve requirements.</li><li>Through the strategic initiatives &amp; projects, help drive continuous process improvements, increase level of automation, strengthen controls &amp; enhance process documentation.&nbsp;</li><li>Drive implementation of analytical and reporting processes, procedures and systems using the Company’s control framework.&nbsp;</li><li>Collaborate with External Reporting teams, Technology and other Subject Matter Experts to drive consistency in reporting.</li><li>Work closely with Financial Reporting Quality and Assurance organization (FRQA) to support Quality Assurance reviews of regulatory reports.&nbsp;</li><li>Provide regular coaching and development to direct reports.</li><li>Flexibility to work a hybrid schedule.</li></ul>Minimum Qualifications:<ul><li>5+ years’ experience in Finance, strong understanding of Controllership &amp; External Reporting functions or related field</li><li>Strong organizational skills, ability to meet critical deadlines and manage multiple projects simultaneously.</li><li>Strong knowledge of US GAAP accounting and reporting.</li><li>Experience in Financial and/or external reporting desired</li><li>Bachelor's degree in finance, accounting or related field</li><li>Proficient usage of Microsoft applications.</li></ul>Preferred Qualifications:<ul><li>Proven track record of process improvements, embracing new technologies and strengthening controls.</li><li>Strong communication and relationship/collaboration skills.</li><li>Proven leader with the ability and desire to coach and develop others.</li><li>Working knowledge of Oracle, applications a plus.</li></ul>Salary Range: $80,000.00 to $155,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.

Manager - Controller

Company Description By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.Why join Harvard Medical School?Harvard Medical School's mission is to nurture a diverse, inclusive community dedicated to alleviating suffering and improving health and well-being for all through excellence in teaching and learning, discovery and scholarship, and service and leadership.You’ll be at the heart of biomedical discovery, education, and innovation, working alongside world-renowned faculty and a community dedicated to improving human health. This is more than a job - it’s an opportunity to shape the future of medicine. Job Description Job Summary: Oversee comprehensive pre-post-award grant administration. Provide consultation and recommendations for the use of financial resources to faculty and staff.Job-Specific Responsibilities: As a departmental leader, the Assistant Director of Research Administration brings to the role extensive experience with the full lifecycle of grant administration and the ability to design, implement, and monitor effective workflow processes and procedures. This individual will be instrumental in shaping and improving research administration operations while supporting the department’s strategic research goals. The Assistant Director will also be responsible for strengthening internal competencies and building confidence among the grants management team. The Assistant Director of Research Administration provides high-level technical expertise and oversight of both pre- and post-award grants management in a fast-paced and dynamic research environment. We are seeking someone with strong leadership abilities and excellent interpersonal and communication skills. The Assistant Director will work closely with faculty in identifying and applying for funding opportunities, review all pre-award submissions before department signoff, and advise faculty and research staff on University, federal, and sponsor guidelines. The individual will generate financial analyses and reporting for faculty and department leadership, serve as a departmental signatory on sponsored research proposals, and lead the development and delivery of grants management training. This position directly supervises two business office staff members and plays a key role in cultivating a collaborative, inclusive, and high-performing team.Key Responsibilities:Leadership &amp; Oversight<ul><li>Oversee the full range of sponsored research administration, from proposal development and submission through award setup, management, and closeout.</li><li>Provide strategic guidance to faculty and staff on funding strategy, resource allocation, and financial planning related to research activities.</li><li>Act as department signatory for sponsored research proposals in compliance with institutional policies and sponsor regulations.</li></ul>Staff Management<ul><li>Supervise, train, and support two research administration staff members, ensuring alignment of responsibilities, performance expectations, and professional development opportunities.</li><li>Promote a culture of collaboration, innovation, and accountability within the research administration team.</li></ul>Pre- and Post-Award Administration<ul><li>Manage all pre-award activities including funding opportunity searches, proposal preparation, budget development, submission, and routing.</li><li>Oversee post-award functions such as award activation, financial reporting, budget reconciliation, re-budgeting, effort tracking, and subrecipient monitoring.</li></ul>Compliance and Institutional Coordination<ul><li>Interpret and ensure compliance with University, sponsor, and federal policies and procedures.</li><li>Serve as the department’s primary liaison with central administrative offices such as OSP, SPA, and Finance for research-related matters.</li><li>Represent the department at School- and University-wide working groups or meetings related to research administration.</li></ul>Process Improvement &amp; Training<ul><li>Evaluate departmental research administration procedures and recommend enhancements to improve efficiency and accuracy.</li><li>Lead the creation and implementation of departmental best practices.</li><li>Coordinate onboarding and training for new staff and provide continuous guidance to existing team members.</li></ul> Qualifications Basic Qualifications: <ul><li>Bachelor’s degree or equivalent work experience required.</li><li>Minimum of 5 years’ relevant work experience.</li><li>Advanced knowledge of sponsored research regulations.</li></ul> 
Additional Qualifications and Skills: <ul><li>Previous experience supervising staff is desirable.</li><li>Advanced Accounting or Business Degree preferred.</li><li>Must be self-directed and able to prioritize duties and meet multiple deadlines.</li><li>Must be able to use a high degree of judgment and make sound independent decisions.</li><li>Experience working with research faculty in a higher education setting is preferred.</li><li>High level of attention to detail and ability to multitask is required.</li><li>Strong written and oral communication skills are essential.</li><li>Needs to be able to work independently with minimal supervision and handle complex and confidential information with discretion.</li></ul> Additional Information <ul><li>Term:&nbsp;This is a two-year term position from the date of hire, with the possibility of extension, contingent upon work performance and continued funding to support the position.&nbsp;</li><li>Standard Hours/Schedule: 35 hours per week</li><li>Visa Sponsorship Information: Harvard University is unable to provide visa sponsorship for this position.</li><li>Pre-Employment Screening: Identity, Education</li><li>Other Information:</li></ul>Work is performed in an office setting and remotely. Remote working conditions will be discussed during the hiring process.Please note that we are currently conducting a majority of interviews and onboarding remotely and virtually. We appreciate your understanding.Not ready to apply? Join our talent community to keep in touch and learn about future opportunities! <a href="https://www.gem.com/form?formID=16341e35-cbc6-4904-88a3-09b35763307e" target="_blank">https://www.gem.com/form?formID=16341e35-cbc6-4904-88a3-09b35763307e</a>Work Format DetailsThis is a position that is based at a Harvard campus location with some remote work options available. Additional details will be discussed during the interview process. All remote work must be performed within one of the Harvard Registered Payroll States, which currently includes Massachusetts, Connecticut, Maine, New Hampshire, Rhode Island, Vermont, Georgia, Illinois, Maryland, New Jersey, New York, Virginia, Washington, and California (CA for exempt positions only). Certain visa types and funding sources may limit work location. Individuals must meet work location sponsorship requirements prior to employment.&nbsp;
Salary Grade and RangesThis position is salary grade level 057. Please visit &nbsp;<a href="https://hr.harvard.edu/salary-ranges" target="_blank">Harvard's Salary Ranges</a>  to view the corresponding salary range and related information.&nbsp;
BenefitsHarvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to:&nbsp;<ul><li>Generous paid time off including parental leave&nbsp;</li><li>Medical, dental, and vision health insurance coverage starting on day one&nbsp;</li><li>Retirement plans with university contributions&nbsp;</li><li>Wellbeing and mental health resources&nbsp;</li><li>Support for families and caregivers&nbsp;</li><li>Professional development opportunities including tuition assistance and reimbursement&nbsp;</li><li>Commuter benefits, discounts and campus perks&nbsp;</li></ul>Learn more about these and additional benefits on our <a href="https://hr.harvard.edu/benefits-wellbeing" target="_blank">Benefits &amp; Wellbeing Page</a>.&nbsp;
EEO/Non-Discrimination Commitment StatementHarvard University is committed to <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal opportunity</a> and <a href="https://provost.harvard.edu/files/provost/files/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination</a>. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard’s academic purposes.&nbsp;Harvard has an <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity</a> policy that outlines our commitment to&nbsp;prohibiting discrimination on the basis of race, sex, ethnicity, color, national origin, religion, disability, or any other characteristic protected by law or identified in the university’s <a href="https://provost.harvard.edu/files/provost/files/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a>. Harvard’s <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity</a> policy and <a href="https://provost.harvard.edu/files/provost/files/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a> help all community members participate fully in work and campus life free from harassment and discrimination.&nbsp;

Harvard University FAS Human Resources

Assistant Director of Research Administration

Company Description By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.Why join Harvard University Central Administration?Harvard University's Central Administration (CADM) is a 5,000+ employee organization that supports the university's overall excellence by understanding and serving the needs of its schools, students, faculty, staff, alumni, and surrounding communities. Through dynamic and collaborative partnerships, CADM provides high-quality and efficient services to the schools to help them achieve their goals. Job Description The Harvard Federal Credit Union (Harvard FCU) is one of the fastest growing Credit Unions in the country and a leader in our industry. As a not-for-profit cooperative, we put our members’ best interests first in all that we do. We are passionate about service and fanatical about solving problems. Integrity and transparency are the foundation of HFCU's philosophy. Our mission is to enhance our members’ lives by developing and offering trustworthy products that are easy to understand, easy to use, and best suited to meet their financial needs. 
 
Harvard FCU:&nbsp;<a href="https://harvardfcu.org/" target="_blank">https://harvardfcu.org/</a>&nbsp; 
 
Job Specific Responsibilities:The Vice President (VP) of Mortgage Operations provides strategic direction and operational oversight for the Credit Union’s Real Estate Lending division. This leader is responsible for driving growth, ensuring regulatory compliance, optimizing performance across origination, processing, underwriting, closing, and servicing, and delivering an exceptional member experience. The VP will champion innovation, lead cross-functional initiatives, and manage vendor and stakeholder relationships to ensure operational excellence and sustained profitability.Strategic Leadership<ul><li>Establish and execute the strategic direction for mortgage operations in alignment with the Credit Union’s vision and growth objectives.</li><li>Lead the development and implementation of new products, services, and technologies to meet evolving member needs and market opportunities.</li><li>Monitor real estate loan portfolio performance, ensuring credit quality and risk mitigation across a diversified product offering.</li><li>Identify and evaluate opportunities for partnerships, market expansion, and operational improvements.</li><li>Represent the mortgage division in enterprise-wide planning and executive-level decision making.</li></ul>Team &amp; Culture Leadership<ul><li>Lead, mentor, and develop a high-performing operations team across origination, processing, underwriting, and servicing functions.</li><li>Foster a culture of innovation, accountability, and inclusivity.</li><li>Provide clear direction, coaching, and performance management to ensure team effectiveness and engagement.</li></ul>Operations Management<ul><li>Oversee day-to-day operations of mortgage lending, ensuring efficiency, productivity, and high-quality member service.</li><li>Ensure all mortgage files are digitized, retained, and protected in accordance with security standards and retention policies.</li><li>Implement and monitor operational policies, workflows, and SLAs to support process consistency and compliance.</li><li>Lead cross-departmental collaboration to ensure seamless end-to-end mortgage operations.</li></ul>Compliance &amp; Risk Oversight<ul><li>Ensure compliance with all federal, state, and investor regulations, including HMDA, RESPA, TILA, and CFPB requirements.</li><li>Partner with auditors and regulators during examinations and ensure timely remediation of findings.</li><li>Maintain and update training programs to ensure staff are proficient in relevant regulatory requirements.</li></ul>Vendor &amp; Relationship Management<ul><li>Manage relationships with key third-party partners including title companies, appraisers, legal counsel, investors, and software vendors.</li><li>Ensure ongoing vendor due diligence, including financial reviews, compliance documentation, and performance monitoring.</li></ul>Functional ResponsibilitiesOrigination &amp; Underwriting<ul><li>Oversee the entire loan pipeline, including pre-approvals, denials, counteroffers, and in-process applications.</li><li>Review and approve loan decisions in alignment with underwriting guidelines and risk appetite.</li></ul>Closing &amp; Servicing<ul><li>Add closing and servicing Team.</li><li>Manage lien releases, subordinations, modifications, and timely escrow analysis.</li><li>Ensure the accuracy of member mortgage statements and reporting, including HMDA and annual tax/interest reporting.</li></ul>Working Conditions:<ul><li>Work is performed in an office setting.</li></ul> Qualifications Basic Qualifications:Basic Qualifications are the minimum threshold a candidate must meet in order to be considered for this role. <ul><li>Bachelor’s degree or equivalent work experience required</li><li>Minimum of 8 years’ relevant work experience</li><li>Supervisory experience</li></ul>Additional Qualifications and Skills:The following qualifications are strongly preferred. If you meet some, but not all, you are still encouraged to apply; we value employees with a willingness to learn.<ul><li>Minimum of 8 years of mortgage operations experience, with at least 3 years in a senior leadership or VP-level role.</li><li>Proven experience managing underwriting, secondary market activities, and vendor relationships.</li><li>Strong understanding of mortgage regulatory environment.</li><li>Experience working in a credit union or community bank setting.</li><li>Demonstrated success leading change management and digital transformation initiatives.</li><li>Strong proficiency in Microsoft Office; experience with LOS, servicing platforms, and secondary market execution tools.</li><li>Excellent written and verbal communication skills.</li></ul> Additional Information ​​​​​Standard Hours/Schedule:&nbsp;35 hours per week.<ul><li>Required to be onsite a&nbsp;minimum 3 days per month, at times 5 days per week based on required business needs.</li></ul>Visa Sponsorship Information:&nbsp;Harvard University is unable to provide visa sponsorship for this position.Pre-Employment Screening:&nbsp;Credit, Criminal, Education, Identity, Prohibited Parties (OFAC - Office of Foreign Assets Control).Other Information:<ul><li>Please provide a cover letter and resume as one document with your application.</li><li>This position has a 90-day orientation and review period.</li></ul>#LI-BT1Work Format DetailsThis is a position that is based at a Harvard campus location with some remote work options available. Additional details will be discussed during the interview process. All remote work must be performed within one of the Harvard Registered Payroll States, which currently includes Massachusetts, Connecticut, Maine, New Hampshire, Rhode Island, Vermont, Georgia, Illinois, Maryland, New Jersey, New York, Virginia, Washington, and California (CA for exempt positions only). Certain visa types and funding sources may limit work location. Individuals must meet work location sponsorship requirements prior to employment.&nbsp;
Salary Grade and RangesThis position is salary grade level 059. Please visit &nbsp;<a href="https://hr.harvard.edu/salary-ranges" target="_blank">Harvard's Salary Ranges</a>  to view the corresponding salary range and related information.&nbsp;
BenefitsHarvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to:&nbsp;<ul><li>Generous paid time off including parental leave&nbsp;</li><li>Medical, dental, and vision health insurance coverage starting on day one&nbsp;</li><li>Retirement plans with university contributions&nbsp;</li><li>Wellbeing and mental health resources&nbsp;</li><li>Support for families and caregivers&nbsp;</li><li>Professional development opportunities including tuition assistance and reimbursement&nbsp;</li><li>Commuter benefits, discounts and campus perks&nbsp;</li></ul>Learn more about these and additional benefits on our <a href="https://hr.harvard.edu/benefits-wellbeing" target="_blank">Benefits &amp; Wellbeing Page</a>.&nbsp;
EEO/Non-Discrimination Commitment StatementHarvard University is committed to <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal opportunity</a> and <a href="https://provost.harvard.edu/files/provost/files/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination</a>. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard’s academic purposes.&nbsp;Harvard has an <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity</a> policy that outlines our commitment to&nbsp;prohibiting discrimination on the basis of race, sex, ethnicity, color, national origin, religion, disability, or any other characteristic protected by law or identified in the university’s <a href="https://provost.harvard.edu/files/provost/files/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a>. Harvard’s <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity</a> policy and <a href="https://provost.harvard.edu/files/provost/files/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a> help all community members participate fully in work and campus life free from harassment and discrimination.&nbsp;

VP, Mortgage Operations

<h3>Job Description:</h3>The GroupThe Systematic Equity Strategies (SES) team resides within Fidelity’s broader Quantitative Research and Investments (QRI) organization. QRI is responsible for the management and development of new quantitative strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis. The investment and research team dedicated to SES is responsible for the research, design, development, and implementation of systematic active and tax-managed equity strategies. AUM is approximately $30B and spans multiple equity products and customized separately managed accounts serving both intermediary and institutional investors.The RoleAs an Investment Director, you will work closely with the SES institutional portfolio managers and investment team developing an understanding of the investment philosophy, process, and ongoing activities of the custom separately manage account (tax managed) solution. As an internal subject matter expert, you will work closely with the investment team and internal partners to deliver portfolio and business level analysis supporting client relationships and new business opportunities. Additionally, the role will identify and partner with cross functional teams to improve workflows and support the development of technology and applications to aid the investment management organization and business partners.The Value You Deliver<ul><li>Contribute to the delivery of client centric investment content: account review presentations, account transition analysis, attribution analysis, marketing related pitchbooks and product summaries.</li><li>Serve a primary role supporting the investment content used in completing complex RFPs and ad-hoc client requests inclusive of organizing workflow within the investment team towards completion.</li><li>Build, maintain and grow partnerships across the distribution organization to broaden investment understanding and overall awareness of competitive strengths.</li><li>Support focus on investment and product education, as well as thought leadership initiatives.</li><li>Assist in identifying and defining workflows, support models, and resourcing to create efficiencies and help implement business requirements with internal partners.</li><li>Collaborate with SES institutional portfolio managers and product management team developing investment guidelines, competitive differentiators, and marketing strategy.</li><li>Partner with investment team and internal partners to define and develop investment analytics for usage in client reporting and marketing materials.</li></ul>Qualifications<ul><li>Bachelor's degree required, progress toward an advanced degree and/or CFA a plus.</li><li>3-10 years of investment related experience with a quantitative/systematic focus.</li><li>Preference for familiarity with tax managed investment products.</li><li>Proficient in PowerPoint, Excel, Word, and FactSet.</li><li>Coding proficiency a plus.</li></ul>The Expertise and Skills You Bring<ul><li>Enjoy working in a collaborative environment and thrive in a focused and dynamic organization.</li><li>Articulate with an interest in developing into a client facing role.</li><li>Ability to organize, prioritize, and manage time well.</li><li>Real passion for financial markets, investment process and provision of effective investment solutions.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.<h3>Certifications:</h3><h3>Category:</h3>Investment ProfessionalsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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

Investment Director, Systematic Equity Strategies

Company Description By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.Why join Harvard University Central Administration?Harvard University's Central Administration (CADM) is a 5,000+ employee organization that supports the university's overall excellence by understanding and serving the needs of its schools, students, faculty, staff, alumni, and surrounding communities. Through dynamic and collaborative partnerships, CADM provides high-quality and efficient services to the schools to help them achieve their goals. Job Description The Harvard Federal Credit Union (Harvard FCU) is one of the fastest growing Credit Unions in the country and a leader in our industry. As a not-for-profit cooperative, we put our members’ best interests first in all that we do. We are passionate about service and fanatical about solving problems. Integrity and transparency are the foundation of HFCU's philosophy. Our mission is to enhance our members’ lives by developing and offering trustworthy products that are easy to understand, easy to use, and best suited to meet their financial needs.Harvard FCU:&nbsp;<a href="https://harvardfcu.org/" target="_blank">https://harvardfcu.org/</a>&nbsp;Job Specific Responsibilities:Responsible for a comprehensive array of Member Services Representative (MSR) duties:<ul><li>Processes;<ul><li>transactions: deposits, withdrawals, loan payments, etc.</li><li>stop payments on teller checks, personal checks and ACH.</li><li>all consumer loan applications/ability to disburse loans/setup loan payments/order coupon payment books.</li></ul></li><li>Balances daily teller drawer and cash recyclers. Oversees all aspects of daily branch settlement.</li><li>Orders/sells cash and balance the vault.</li><li>Handles basic member issues, complaints and counsels members with specific requests or refers to Senior Member Service Representative or manager as appropriate.&nbsp;</li><li>Sells money orders and processes cash advances.</li><li>Payroll maintenance/schedules payments and transfers/ACH Originations.</li><li>Opens savings and checking accounts/certificates/IRA accounts, including the processing of IRA transfers and rollovers.</li><li>Assists;<ul><li>members with domestic and international wire transfers.</li><li>with the daily balancing of the ATM terminals.</li></ul></li><li>Completes deposit verifications, address changes and other written inquiries.</li><li>Foreign currency sales and check collection.</li><li>Services the coin machine.</li><li>Provides branch telephone coverage for incoming calls promptly and professionally.</li><li>Maintains a neat and clean workstation and assists in maintaining the overall Branch appearance.</li><li>Primary resource for tellers in resolving problems, maintaining quality level of member service, and increasing sales of Harvard FCU products and services through referrals.</li></ul>Responsible for maintaining comprehensive job knowledge:<ul><li>To develop and maintain a high level of knowledge of Harvard FCU accounts and services to assist in the cross selling of appropriate products and services to meet members’ needs</li><li>Successful completion of in-house training sessions and other recommended training programs</li><li>Develops and maintains a comprehensive working knowledge of all Credit Union systems utilized by the Retail Group</li><li>Completes required annual training for Bank Secrecy Act&nbsp; (BSA), responsible for accurately completing Currency Transaction Reports (CTRs), adhering to the Customer Identification Program (CIP) Policy, reporting suspicious activity to the BSA Officer, performing Office of Foreign Assists Control (OFAC) inquires, and Branch Robbery Procedures.</li></ul>The above is a description of ordinary duties of this position.&nbsp;It is expected that occasionally other duties, both related and unrelated to the above will be assigned and therefore, required.Working Conditions:<ul><li>This position is fully on site.</li></ul> Qualifications Basic Qualifications:The following qualifications are the minimum threshold for which a candidate must meet in order to be considered for this role.<ul><li>High school diploma and a minimum of one-year relevant training and cash handling experience.</li></ul>Additional Qualifications and Skills:The following qualifications are strongly preferred. If you meet some, but not all, we still encourage you to apply. Harvard FCU values employees with a willingness to learn.<ul><li>Proven customer service skills and the ability to problem solve.</li><li>Outgoing personality with excellent interpersonal, communication and computer skills.</li><li>Position requires occasional early Saturday hours on a rotational basis, or when business needs warrant, sometimes on short notice. Attendance at late meetings/events also may be required.</li><li>Must be willing to travel to all branch locations in Boston, Cambridge and Somerville.</li><li>Comfort working in the diverse and multicultural environment of Harvard University and affiliate organizations.</li></ul> Additional Information <ul><li>Standard Hours/Schedule: 35 hours per week, with occasional Saturday mornings on rotation.</li><li>Visa Sponsorship Information: Harvard University is unable to provide visa sponsorship for this position.</li><li>Pre-Employment Screening: Credit, Criminal, Education, Identity, Prohibited Parties (OFAC - Office of Foreign Assets Control).</li><li>Other Information:<ul><li>Please provide a cover letter and resume as one document with your application.</li><li>This position has a 90-day orientation and review period.</li></ul></li></ul>#LI-BT1Work Format DetailsThis position is based on-site at a Harvard campus location. Additional details will be discussed during the interview process. Certain visa types may limit work location. Individuals must meet work location sponsorship requirements prior to employment.&nbsp;
Salary Grade and RangesThis position is salary grade level 052. Please visit &nbsp;<a href="https://hr.harvard.edu/salary-ranges" target="_blank">Harvard's Salary Ranges</a>  to view the corresponding salary range and related information.&nbsp;
BenefitsHarvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to:&nbsp;<ul><li>Generous paid time off including parental leave&nbsp;</li><li>Medical, dental, and vision health insurance coverage starting on day one&nbsp;</li><li>Retirement plans with university contributions&nbsp;</li><li>Wellbeing and mental health resources&nbsp;</li><li>Support for families and caregivers&nbsp;</li><li>Professional development opportunities including tuition assistance and reimbursement&nbsp;</li><li>Commuter benefits, discounts and campus perks&nbsp;</li></ul>Learn more about these and additional benefits on our <a href="https://hr.harvard.edu/benefits-wellbeing" target="_blank">Benefits &amp; Wellbeing Page</a>.&nbsp;
EEO/Non-Discrimination Commitment StatementHarvard University is committed to <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal opportunity</a> and <a href="https://provost.harvard.edu/files/provost/files/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination</a>. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard’s academic purposes.&nbsp;Harvard has an <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity</a> policy that outlines our commitment to&nbsp;prohibiting discrimination on the basis of race, sex, ethnicity, color, national origin, religion, disability, or any other characteristic protected by law or identified in the university’s <a href="https://provost.harvard.edu/files/provost/files/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a>. Harvard’s <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity</a> policy and <a href="https://provost.harvard.edu/files/provost/files/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a> help all community members participate fully in work and campus life free from harassment and discrimination.&nbsp;

Member Services Representative

Company Description By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.Why join the Harvard Kennedy School?The John F. Kennedy School of Government at Harvard University is one 12 graduate and professional schools at the university. Harvard Kennedy School’s mission is to improve public policy and leadership so people can live in societies that are more safe, free, just, and sustainably prosperous. By combining cutting-edge research, the teaching of outstanding students, and direct interaction with practitioners, we have an impact on solving public problems that no other institution can match. When you work at Harvard Kennedy School, you make a difference. Job Description The Sponsored Programs Manager will play a central role in the delivery of RAO services, which encompass the entire grant management lifecycle from proposal development to award management to final reporting and closeout. With limited supervision, the Sponsored Programs Manager will oversee (1) the strategic review and approval of sponsored grant and contract proposals and (2) a subset of post-award monitoring and reporting activities, to ensure compliance with HKS, Harvard University, and sponsor policies. Responsible for a portfolio of HKS research centers, this position will serve as a central liaison between HKS faculty/staff and Harvard’s central offices, including the Office of Sponsored Programs (OSP), Global Support Services (GSS), Office of the Vice Provost for Research (OVPR), Office of the General Council (OGC), and Risk Management and Audit Services (RMAS).&nbsp;The position will report to a Senior Sponsored Programs Manager.&nbsp;About Us&nbsp;Through research, teaching, and engagement with practitioners, Harvard Kennedy School (HKS) improves public policy and public leadership so that people can live in societies that are safer, freer, more just, and more sustainably prosperous. Our faculty, students, staff, <a href="https://www.hks.harvard.edu/more/alumni" target="_blank">alumni,</a> and executive education participants tackle a diverse range of public challenges <a href="https://www.hks.harvard.edu/more/about-us/our-work-united-states" target="_blank">in the United States</a> and <a href="https://www.hks.harvard.edu/more/about-us/our-work-around-world" target="_blank">around the world</a>, including protecting international security and freedom; strengthening democracy and democratic institutions; advancing social justice and human rights; increasing economic well-being; enhancing sustainability; and improving public leadership and management.&nbsp;The Research Administration Office (RAO) supports HKS’s mission by serving as a central resource for the research community through expertise and leadership in obtaining and managing research funds. The RAO manages school-wide support for all faculty sponsored programs activity, including pre-award proposal review and approval, post-award financial and reporting support, risk assessment and compliance consulting, and distribution of funding opportunities.&nbsp;Job Specific Responsibilities:<ul><li>Manage the HKS review and approval process for a portfolio of externally-funded sponsored grant and contract proposals. Ensure compliance with sponsor requirements, and Harvard and HKS policies.&nbsp;</li><li>Manage a subset of post-award monitoring and reporting activities. Ensure that financial budgeting, accounting, monitoring, effort certification, reporting, and management of grants and contracts are accurate, timely, and in accordance with Harvard University and HKS accounting principles and procedures.&nbsp;</li><li>Provide ongoing compliance monitoring and risk management, and active problem-solving on a range of activities, including the use of human subjects in research, data use agreements, international activities, export controls, potential conflicts of interest, research collaborator person of interest appointments, use of the Harvard name and shield, and MOUs and other non-sponsored research agreements.&nbsp;</li><li>Oversee internal and external audit coordination and leadership.&nbsp;</li><li>Produce sponsored program activity reports and expenditure projections for HKS senior leadership and others.&nbsp;</li><li>Serve as an expert resource on HKS and Harvard University research policies and procedures.&nbsp;</li><li>Manage complex, sensitive communication between/among faculty, research center senior staff, HKS Academic Deans’ Office, Office for Sponsored Programs (OSP), Global Support Services (GSS), Office of the Vice Provost for Research (OVPR), Office of the General Council (OGC), and Risk Management and Audit Services (RMAS).&nbsp;</li><li>Participate in the development of training materials, conduct individual and small group trainings.&nbsp;</li><li>Represent HKS on University-wide administrative committees, and the RAO at school-level meetings.&nbsp;</li><li>Provide temporary coverage for research center vacancies, as needed.&nbsp;</li><li>Participate in the recruitment process for research center grants/finance staff, as needed.&nbsp;</li><li>Other duties as assigned&nbsp;</li></ul>Working Conditions:<ul><li>Work is performed in an office setting</li></ul> Qualifications Basic Qualifications:<ul><li>Bachelor’s degree or equivalent work experience required</li><li>Minimum of 5 years’ relevant work experience</li><li>Advanced knowledge of sponsored research regulations</li></ul>Please note:&nbsp;A cover letter and writing sample are required as part of the applicant’s submission.&nbsp; 
Additional Qualifications and Skills:<ul><li>BA/BS required; 5+ years of broad-based research administration experience emphasizing diverse proposal review and submission (e.g., US federal, non-federal, domestic, and foreign sponsors).&nbsp;</li><li>Familiarity with foundation and government agency policies/procedures for submission of proposals and management of awards.&nbsp;</li><li>Knowledge of sponsored research finance and accounting principles, practices, and compliance areas applicable to higher education.&nbsp;</li><li>Excellent written and verbal communication skills; presentation skills; interpersonal and customer service skills; attention to detail; analytical problem-solver.&nbsp;</li><li>Able to work independently and as a member of a team with shared responsibilities.&nbsp;&nbsp;</li><li>Demonstrated comfort/skill interacting with a wide range of senior leaders, including deans, faculty, and executive staff.&nbsp;</li><li>Comfortable with deadline pressure and able to respond to shifting priorities.&nbsp;</li><li>Comfortable exercising judgement and flexibility in uncertain and ambiguous circumstances.&nbsp;</li><li>Proven ability to handle sensitive and confidential information appropriately, to manage multiple tasks simultaneously, and to achieve results in a timely and accurate manner.&nbsp;</li><li>Demonstrated proficiency with Microsoft applications; excellent Excel skills required.&nbsp;</li><li>Resourceful, creative self-starter; open-minded; desire and willingness to assume increased responsibility.&nbsp;</li><li>Knowledge of Harvard’s GMAS system and general ledger applications strongly preferred.</li></ul> Additional Information <ul><li>Standard Hours/Schedule: 35 hours per week</li><li>Visa Sponsorship Information: Harvard University is unable to provide visa sponsorship for this position</li><li>Pre-Employment Screening: Identity, Education</li></ul>Work Format DetailsThis is a position that is based at a Harvard campus location with some remote work options available. Additional details will be discussed during the interview process. All remote work must be performed within one of the Harvard Registered Payroll States, which currently includes Massachusetts, Connecticut, Maine, New Hampshire, Rhode Island, Vermont, Georgia, Illinois, Maryland, New Jersey, New York, Virginia, Washington, and California (CA for exempt positions only). Certain visa types and funding sources may limit work location. Individuals must meet work location sponsorship requirements prior to employment.&nbsp;
Salary Grade and RangesThis position is salary grade level 057. Please visit &nbsp;<a href="https://hr.harvard.edu/salary-ranges" target="_blank">Harvard's Salary Ranges</a>  to view the corresponding salary range and related information.&nbsp;
BenefitsHarvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to:&nbsp;<ul><li>Generous paid time off including parental leave&nbsp;</li><li>Medical, dental, and vision health insurance coverage starting on day one&nbsp;</li><li>Retirement plans with university contributions&nbsp;</li><li>Wellbeing and mental health resources&nbsp;</li><li>Support for families and caregivers&nbsp;</li><li>Professional development opportunities including tuition assistance and reimbursement&nbsp;</li><li>Commuter benefits, discounts and campus perks&nbsp;</li></ul>Learn more about these and additional benefits on our <a href="https://hr.harvard.edu/benefits-wellbeing" target="_blank">Benefits &amp; Wellbeing Page</a>.&nbsp;
EEO/Non-Discrimination Commitment StatementHarvard University is committed to <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal opportunity</a> and <a href="https://provost.harvard.edu/files/provost/files/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination</a>. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard’s academic purposes.&nbsp;Harvard has an <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity</a> policy that outlines our commitment to&nbsp;prohibiting discrimination on the basis of race, sex, ethnicity, color, national origin, religion, disability, or any other characteristic protected by law or identified in the university’s <a href="https://provost.harvard.edu/files/provost/files/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a>. Harvard’s <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity</a> policy and <a href="https://provost.harvard.edu/files/provost/files/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a> help all community members participate fully in work and campus life free from harassment and discrimination.&nbsp;

Quantitative Equity Research Analyst

<h3>Job Description:</h3>The RoleFidelity is looking to hire a Portfolio Manager to join its Fixed Income Division as a fiduciary for our growing taxable and tax-exempt separately managed retail account (SMA) business. The Fixed Income Division uses a team-based approach, and the Portfolio Manager will co-manage the accounts in partnership with the existing Portfolio Manager. The selected individual will help develop and implement investment strategies that provide a high level of income consistent with preservation of capital to be offered through Fidelity’s managed account businesses. As team co-leader, the Portfolio Manager will also assist in the development of technology infrastructure supporting the investment process, will contribute to ongoing product strategy design and will partner with business support groups to ensure delivery success.This role will report to one of the Chief Investment Officers and will require close working relationships with other investment leaders, portfolio managers, analysts, traders, operational support professionals, and distribution channel partners. The position requires familiarity with the bond markets including market structure, and knowledge of portfolio analysis and construction techniques. Responsibilities also entail significant technology engagement, demand effective communication capability, and require demonstrated attention to detail. The chosen individual should seek continuous improvement of investment processes and skills in addition to risk-adjusted market returns.Primary Responsibilities<ul><li>Retail Separate Account Management: Daily investment and improvement of Fidelity’s bond Separately Managed Accounts (SMAs) for retail investors. Develop investment thesis and views to advise iterative optimizations and high volumes of small-lot trades. Investment objective of competitive, risk-adjusted returns over time.</li><li>Research Integration: Engage analysts as key, ongoing contributors in investment strategy creation and implementation in alignment with team investment thesis.</li><li>Trading Integration: Partner with taxable and municipal bond traders to execute strategies appropriately. Manage daily cash flows to ensure best execution and compliance with guidelines and policies. Coordinate the integration of the SMA trading activities with the those of other Fixed Income portfolios. Review completed trades to ensure desired execution.</li><li>Quant Integration: Work closely with quant analysts on the PBM team to leverage taxable and municipal security level analytics and portfolio construction and order generation capabilities to systematize investments at scale for all accounts. Coordinate and develop tools to enable how broad market and sector level views are implemented in large number of smaller SMAs with significantly smaller set of securities.</li><li>Technology: Partner with enterprise technology teams with respect to ongoing improvements to portfolio tools and platforms. Experience with Python/coding, optimizers and existing SMA vendors in the marketplace a plus.</li><li>Product Development and Improvement: Work with product and advisory teams on ongoing product development and marketing efforts. Initiate and complete improvements of existing products as needed. Understand legal and compliance requirements for all managed products.</li><li>Channel Support: Assist customer-facing distribution partners with representing market views, portfolio capabilities, performance, and related perspectives. Establish and deliver regular investment messaging materials to support distribution needs.</li></ul>Qualifications<ul><li>Fixed Income investment experience and demonstrating understanding and views of bond markets and market structure. Experience with the municipal bond market, issuers, fundamental factor and opportunities a plus.</li><li>Familiarity with fixed income risk, risk platforms, and risk metrics.</li><li>Genuinely interested in process improvement and efficiency.</li><li>Appreciation of and interest in the unique role of technology and coding in the SMA business.</li><li>Strong quantitative skills and technical skills a plus.</li><li>Creative thinker and problem-solver; flexible and welcoming of new insights and perspectives.</li><li>Meticulous attention to detail; strong ability to prioritize and manage time.</li><li>Humble teammate with consistent track record of partnering across the investment organization; passionate about developing and mentoring less experienced staff.</li><li>Unquestioned integrity and strong work ethic.</li><li>MBA or CFA.</li><li>5+ years investment experience desirable.</li></ul>​This is an outstanding opportunity to work with high-caliber investment professionals in one of the premier Fixed Income investment management divisions in the world. The ideal candidate will have demonstrated consistent success in their academic experience and work experience.Note: Fidelity is not providing immigration sponsorship for this position.<h3>Certifications:</h3><h3>Category:</h3>Investment ProfessionalsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

Fixed Income Portfolio Manager, Bond Separately Managed Retail Accounts (Bond SMAs)

<h3>Job Description:</h3>The GroupQuantitative Research and Investing (QRI) is an investments and research division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s fundamental investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.The RoleFidelity is seeking to hire a Fixed Income Quantitative Analyst to join its Quantitative Research and Investments division. This position will be located in Fidelity’s office in Merrimack, New Hampshire. The analyst will develop quantitative techniques, models, and tools to support and strengthen the investment process used to manage Fidelity’s client accounts.This is a rare opportunity to work with high caliber investment professionals in one of the premier fixed income investment management divisions in the world. As an ideal candidate, you will have demonstrated consistent success in your academic and work experience. You will have very strong analytical and communication skills and exhibit the highest level of personal and professional integrity. You’ll be able to think creatively, work independently, and make decisions quickly, often with limited information. Your ability to consistently develop, clearly articulate, and effectively communicate investment recommendations supported by a comprehensive and thoughtful research process is critical to success in investment management at Fidelity.This specific quantitative analyst position is for a desk quant to support the Municipal Bond funds. We are looking for a quant with a deep understanding of the fixed income market, a strategic thinker about markets, and proven quantitative modeling skills, especially in the municipal bond market.The Value You Deliver<ul><li>Understand, maintain, and improve infrastructure related to the investment process.</li><li>Build robust quantitative tools to aid all aspects of portfolio analysis and construction.</li><li>Collaborate closely with other investment and technology professionals within the division.</li><li>Explain complex quantitative concepts to non-technical people.</li><li>Monitor, measure, and attribute portfolio risks and returns.</li><li>Take initiative and demonstrate leadership skills to advance the investment process.</li></ul>The Expertise and Skills You BringThese attributes are indispensable:<ul><li>3+ years of industry experience as a fixed income quantitative analyst, and preferably some quant experience in the municipal bond market</li><li>Strong working knowledge of Python, SQL, R, Excel/VBA, MATLAB</li><li>Very strong interpersonal skills and an eagerness to work in a team environment</li><li>Understanding of financial markets and financial theory in the context of investment management</li><li>Strong facility with applied mathematics and statistics</li><li>Demonstrated expertise in technical and financial problem solving</li></ul>These attributes are preferred:<ul><li>Advanced degree in a discipline of science, technology, engineering, or mathematics.</li><li>Experience with callable bond models, asset allocation, security selection, and risk models.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment ProfessionalsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

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