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Alternatives Investment Reporting Analyst Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Alternatives Investment Reporting Analyst to work in Smithfield, RI! <h3>Job Description: The FI Organization is seeking an Investment Reporting Analyst with strong excel skills and knowledge of various 3rd party financial applications (e.g., Morningstar, MPI Stylus, Fi360, etc.). The analyst is responsible for responding to client and sales requests related to product comparisons across various characteristics and metrics. The analyst will partner and collaborate with our desk wholesalers to generate reports to aid in client education and decision-making across product types and asset classes. </h3> <h3>The Team</h3> Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share. <h3>The Expertise You Have</h3> <ul> <li>2+ years of investment, analysis, or product experience </li><li>Experience with Morningstar, Bloomberg or MPI Stylus </li><li>Excel skills </li></ul> <h3>The Skills You Bring</h3> <ul> <li>Maintains excellent communication and interpersonal skills </li><li>Excellent time management and interpersonal skills are critical to success </li><li>Demonstrates detailed and high-quality completion of work </li><li>Proven ability to successfully build and manage relationships with business partners </li><li>Track record of successful interactions and follow-up required </li><li>Ability to build internal partnerships and relationships in a team environment </li></ul> <h3>The Value You Deliver</h3> <ul> <li>Leverage financial reporting software to build investment and portfolio analytics reporting that help clients to make investment decisions. </li><li>Help our sales and relationship management teams build more positive relationships with their financial advisor clients. </li></ul> <h3>COVID Work Policy</h3> Safety is our top priority. Once we can be together in person with fewer safety measures, this role will follow our dynamic working approach. You’ll be spending some of your time onsite depending on the nature and needs of your role. <h3>Dynamic Working – Post Pandemic</h3> Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style. Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you. The hourly pay rate range for this position is $20 to $35 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Fidelity TalentSource

Investment Reporting Analyst

<h3>Job Description:</h3>At Fidelity, our greatest asset is our associates, and we focus on building an environment that allows people to perform at their best and make an impact! Fidelity is committed to advancing in times of challenge, and we will continue efforts to accelerate our support, development, and the professional experience of our Associates. We believe this is central to continued strong growth and growing our market position.<h3>The Role</h3>As the HR Future Impact Program Manager, you will help design and deliver early career experiences for more than 25 full-time HR Rotational Associates and HR Data &amp; Analytics Associates, as well as 25 HR Summer Interns. As part of this responsibility, you will help curate development opportunities for associates that align with current and future business needs. Working with the Director of the HR Future Impact Programs, you will be responsible for the implementation of rotations and the execution of the program, while focusing on associate and intern growth and development.<h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree, or equivalent, with 5-7 years of relevant project/program management experience; directly related to Human Resources is preferred</li><li>Demonstrated ability to develop, coach, assess and manage talent, providing inspiration, feedback and support as associates grow through stretch experiences</li><li>Ability to manage multiple stakeholders and form strong partner relationships</li><li>Ability to consult and influence senior levels of the organization</li><li>Strong organizational skills, attention to detail and quality, and a high degree of comfort with working in ambiguous situations</li><li>Ability to handle and prioritize multiple concurrent objectives and activities, highly flexible and adaptable to fast paced environment</li><li>Outstanding interpersonal and communication skills (written and verbal) and comfort interacting with, and presenting to, senior level management</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe base salary range for this position is $85,000-171,000 USD 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>Program/Project Management

Fidelity Investments

HR Future Impact Programs Manager

<h3>Job Description:</h3>This dynamic role is designed for someone who enjoys the pursuit of retaining or attracting Workplace Investing clients in a fast-paced and unpredictable environment. If you are energized by being part of a hard-working, creative, and collaborative team that loves to win, this role is for you. The Role This role works closely with Account Executives, Retention Executives, and Managing Directors to win and retain our largest corporate and TEM (Tax Exempt Markets) clients in support of WI sales and client retention goals. As a Product &amp; Service Consultant/Sales Product Consultant, you are responsible for project managing all aspects of the sales process from initial capabilities through proposals, prospect meetings and contract handoffs. PSCs help drive the strategy to position Fidelity’s products and services by assessing plan sponsor needs. This role relies heavily on your knowledge of Fidelity’s products and services and utilizing your network and relationship building skills to collaborate and work across multiple internal business partners and SMEs. The Expertise You Have <ul><li>Defined Contribution experience required / multi-product experience desired (including but not limited to Defined Benefit, Health &amp; Wealth, Health Savings, Managed Accounts, Nonqualified, Student Debt, etc.) </li></ul><ul><li>Bachelor’s Degree required / MBA or other advance degree a plus </li></ul><ul><li>Minimum 7 years related product or industry experience / Fidelity experience desirable </li></ul><ul><li>Series 7 and 63 required (can be attained in role) </li></ul><ul><li>Approximately 15-25% travel requirement </li></ul>Proven Skills and Experiences You Bring <ul><li>Proactively collaborates, influences, and establishes relationships across the organization to deliver results. </li></ul><ul><li>Excellent communication (verbal and written) skills with the ability to present complex information internally and externally in a way that is easy for others to understand. </li></ul><ul><li>Strong listening skills to identify internal and external customer needs. </li></ul><ul><li>Demonstrates a strong sense of ownership and dedication and holds people accountable for delivering on their commitments towards achieving goals. </li></ul><ul><li>Flexible in a changing environment and able to manage multiple concurrent activities with attention to detail while productively balancing speed and accuracy. </li></ul>The Value You Deliver <ul><li>Organize end-to-end sales and/or retention efforts, take initiative to improve effectiveness and efficiency and embrace new technologies. </li></ul><ul><li>Lead the proposal process for sales and/or retention opportunities including identifying prospect/customer needs, custom response drafting, multi-product sales integration, financials and investments review, drive deadlines and oversee the overall end-to-end proposal delivery. </li></ul><ul><li>Coordinate activities for prospect/client sales finals and site visits including agenda development, speaker preparation, site planning, presentation materials, and present product capabilities and technical demos. </li></ul><ul><li>Actively interact with external and/or internal customers to identify and anticipate requirements, expectations, and needs. </li></ul><ul><li>Apply extensive knowledge of products, services, and competitive market trends to differentiate Fidelity’s value prop and promote prospect- or client-focused solutions throughout the sales process. </li></ul><ul><li>Influence others and navigate solutions towards desired client needs identified in the sales process, while maintaining relationships and supporting consensus with key business decision makers. </li></ul><ul><li>Educate internal business partners on details of the client and/or prospect, effectively coach associates for sales finals presentations, and provide valuable and actionable feedback to improve sales delivery. </li></ul>The Team 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 $95,000-186,000 USD 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

Director, Product and Service Consultant- Retirement Services

<h3>Job Description:</h3>Director, Fixed Income StrategyThe Role This is a new position, reporting to the VP of Fixed Income Strategy and working alongside two other Directors of Fixed Income Strategy in Fidelity’s Brokerage Product Strategy organization. The Director’s primary responsibilities will be in the development and curation of a defined set of bond cusips for their display, and in ensuring their successful trading, on Fidelity.com.Note: Fidelity is not providing immigration sponsorship for this positionThe Expertise and Skill You Bring<ul><li>The work will involve creating and maintaining a database that will distill this list from our wider list of bond offerings by integrating multiple data sources and reference libraries.</li><li>The Director will partner with the Municipal Supervisory Principal (MSP) to gain an understanding of how Fidelity’s existing bond offering is compiled and monitored on a daily basis.</li><li>The Director is expected to become proficient in performing the required inventory and trade reviews in partnership with the MSP, and independently.</li><li>Thorough developing an understanding of Fidelity’s fixed income brokerage business the Director will be able to fully contribute to the team’s process of, competitor monitoring, idea-screening and evaluation, and in the prioritization of new product development proposals.</li><li>You will have the opportunity to work with internal Distribution, Research, and Delivery partners as well as outside vendors.</li><li>The range and scope of the work is broad, operating at both an operational level and in acquiring the knowledge to be able to understand and accurately quantify anticipated impact of future product proposals.</li><li>A bachelor’s degree in economics, business, or STEM field. Advanced degrees a plus.</li><li>An interest and knowledge in investing and in fixed income markets in particular.</li><li>Proficiency in data analysis, Excel or other database skills. Coding abilities a plus.</li><li>A passion for product development and to create software products that will be valued by customer and outshine those of Fidelity’s competitors.</li><li>Strong presentation skills.</li><li>A team player who enjoys a high degree of work autonomy while also being committed to becoming a reliable and accountable colleague.</li></ul>The Team The Fixed Income Strategy team is responsible for ensuring the day to day operating capabilities of Fidelity’s individual bond &amp; CD brokerage offering, as well as setting the strategic direction for future product development. As such the team works closely with partners across Fidelity such as Brokerage Delivery, Brokerage Marketing, Fidelity Capital Markets, Procurement, as well as several Technology organizations across the Firm.<h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Product ManagementMost 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.

Director, Fixed Income Strategy

<h3>Job Description:</h3>Job TitleAudit Manager The Role Are you looking for a position to grow your business and auditing skills, expand your knowledge of financial services, and give you the opportunity to problem solve with some of the best minds in the industry? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit! As an Audit Manager you will provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation is to drive positive change throughout the firm. The Expertise and Skills You Bring <ul><li>BA/BS in Accounting, Finance, or related field of study. </li></ul><ul><li>Professional audit certifications (e.g., CPA, CIA, CISA) and/or registration/licensing preferred. </li></ul><ul><li>5-7 years of external and internal audit or related experience, preferably in financial services. </li></ul><ul><li>In-depth knowledge of audit practices, tools, techniques, concepts, and trends </li></ul><ul><li>Teammate and leader who works constructively with others to achieve team goals and provide departmental thought leadership. </li></ul><ul><li>Ability to work simultaneously on multiple tasks and lead team priorities and workload. </li></ul><ul><li>Strong problem solving and analytical skills. </li></ul><ul><li>Commitment to innovative, collaborative, and digital working style. </li></ul><ul><li>Strong presentation, written, and interpersonal communication skills. </li></ul><ul><li>Hands-on work style and ‘can do’ attitude with a strong desire to make things happen. </li></ul><ul><li>Knowledge of the brokerage business including retail and/or institutional client product offerings and services and industry regulations preferred. </li></ul><ul><li>Knowledge in IT general controls is a plus. </li></ul>The Team The Audit Manager will be responsible for performing business and/or integrated audits in support of Fidelity’s businesses. Key areas of focus include developing hypotheses around risk and controls, providing input to the development of the integrated audit plan, and collaborating with a successful team. Responsibilities include and are not limited to: <ul><li>Works with business and technology management to build an understanding of complex functions. </li></ul><ul><li>Workflows end-to-end business processes and supporting technologies, highlighting risks and controls embedded throughout the function. </li></ul><ul><li>Leverages audit automation tools in the evaluation of business operations and systems. </li></ul><ul><li>Performs and reviews audit test work including organizing and analyzing data, testing controls and documenting results. </li></ul><ul><li>Applies strategic and data analytics concepts, principles, and techniques to more efficiently and effectively identify control deficiencies. </li></ul><ul><li>Drafts audit reports that provide a clear description of issues identified, related implications to the business or enterprise as a whole and management action plans to resolve the issues. </li></ul><ul><li>Coaches and mentors Analysts and Senior Analysts on the team. </li></ul><ul><li>Builds deep working relationships with audit teams and clients. </li></ul>The base salary range for this position is $80,000-153,000 USD 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>Audit

Audit Manager

<h3>Job Description:</h3>Job TitleAudit Senior Manager The Role Are you looking for a position to grow your business and auditing skills, expand your knowledge of Fidelity’s Asset Management business, and give you the opportunity to problem solve with some of the best minds in the industry? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit! As an Audit Senior Manager, you will provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation is to drive positive change throughout the firm. The Expertise and Skills You Bring <ul><li>BA/BS in Accounting, Finance, or related field of study. </li></ul><ul><li>Professional audit certifications (e.g., CPA, CIA, CISA) and/or registration/licensing preferred. </li></ul><ul><li>7-10 years of external and internal audit or related experience, preferably in financial services. </li></ul><ul><li>Asset management, managed accounts, and/or associated middle and back office experience is a plus. </li></ul><ul><li>In-depth knowledge of audit practices, tools, techniques, concepts, and trends </li></ul><ul><li>Teammate and leader who works constructively with others to achieve team goals and provide departmental thought leadership. </li></ul><ul><li>Ability to work simultaneously on multiple tasks and lead team priorities and workload. </li></ul><ul><li>Strong problem solving and analytical skills. </li></ul><ul><li>Commitment to innovative, collaborative, and digital working style. </li></ul><ul><li>Strong presentation, written, and interpersonal communication skills. </li></ul><ul><li>Hands-on work style and ‘can do’ attitude with a strong desire to make things happen. </li></ul><ul><li>Knowledge in IT general controls is a plus. </li></ul>The Team The Audit Senior Manager will be responsible for leading business and/or integrated audits in support of Fidelity’s asset management, managed accounts, and other businesses. Key areas of focus include developing hypotheses around risk and controls, providing input to the development of the integrated audit plan, and collaborating with a successful team. Responsibilities include and are not limited to: <ul><li>Works with business and technology management to build an understanding of complex functions. </li></ul><ul><li>Reviews end-to-end business processes and supporting technology workflows prepared by the team to ensure they capture risks and controls embedded throughout the function. </li></ul><ul><li>Leverages audit automation tools in the evaluation of business operations and systems. </li></ul><ul><li>Performs and reviews audit test work including organizing and analyzing data, testing controls, and documenting results. </li></ul><ul><li>Applies strategic and data analytics concepts, principles, and techniques to more efficiently and effectively identify control deficiencies. </li></ul><ul><li>Reviews audit reports drafted by the team to ensure issues identified, including resulting management action plans, are clearly described and include related implications to the business or enterprise as a whole. </li></ul><ul><li>Coaches and mentors Analysts and Senior Analysts on the team. </li></ul><ul><li>Builds deep working relationships with audit teams and clients. </li></ul><h3>Certifications:</h3><h3>Category:</h3>AuditMost 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.

Audit Senior Manager

<h3>Job Description:</h3>The RoleDo you want to join a team focused on developing Next-Gen capabilities in Technology Risk? The Enterprise Technology Risk &amp; Analytics (ETRA) group is seeking a passionate, driven professional to join the team!In the role, you will:<ul><li>Help enhance and manage the risk core program activities, including defining and executing the technology risk strategy, data program, and working with Technology, Operations and Risk teams to holistically manage technology risk related to Data, and Artificial Intelligence.</li><li>Work closely with the various ETRA Business Unit teams and Centers of Excellence which includes performing proactive risk and control assessments, analyzing and where applicable, driving automation solutions for technology controls and overseeing remediation plans.</li><li>Provide appropriate risk and controls consulting on technology risk and governance activities and engage with Technology teams, Senior leadership, and Internal and External Audit teams.</li></ul>The Expertise You Bring<ul><li>Bachelor's degree or equivalent experience in technology, computer science, or related field (or currently pursuing).</li><li>Preferred - technical abilities in multiple areas (e.g., technology infrastructure and application controls, Database Administration, Snowflake, cyber security, access management, cloud, resiliency, etc.)</li><li>Interest or Experience in learning about technology risk, data management, and AI concepts.</li><li>Basic understanding of technology systems or willingness to learn (e.g., databases, cloud platforms).</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamYou will report to the Data and AI Risk Center of Excellence Director and Lead. The team oversees the management of controls, and the mitigation of risk related to sensitive data, data storage subsystems (such as relational database, data lake and warehouse technologies) and controls related to data management and governance. You will also harness AI-driven capabilities and partner closely with Product Managers, Risk, and Data Scientist to review a wide array of technologies from a vendor, and technology risk perspective. Technology Risk is part of the broader Legal, Risk and Compliance (LRC) group and partners with Corporate Audit, Enterprise Compliance, and Security to protect the interests of our customers, our employees, and Fidelity’s brand. You will also work closely with Fidelity technology and business owners, Fidelity Data Architecture, Enterprise Digital Compliance, Business Unit Operations Risk and Compliance teams, Enterprise Cybersecurity (ECS), Information Security Officers (ISOs), the Corporate Audit team, Fidelity external auditors and regulators.<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.

Technology Risk Data Analyst/Engineer - Data Architecture and AI CoE

<h3>Job Description:</h3>Retirement Analyst, Center of Excellence – Back Office Administration Team The RoleYour key responsibilities will be around the administration of defined benefit (DB) pension plans on behalf of our clients and their participants. This includes second-signing and processing pension (and possibly defined contribution and post-retirement health &amp; welfare) transactions. Other key responsibilities for this Grade 4 position include performing and reviewing pension benefit calculations, working with data, reviewing forms &amp; letters that are used to communicate with participants and beneficiaries, working with pension disbursements, and interacting with colleagues to provide information to plan sponsors, participants, beneficiaries, and third parties. Our talented team of professionals is looking for someone who enjoys a fast-paced environment and can provide both high-quality work and an extraordinary customer experience! This role is responsible for:<ul><li>Acting as a subject matter expert on end-to-end administrative processes, participant issue resolutions, disbursements, and data updates</li><li>Serving as an expert on multiple clients’ plan provisions, processes, and calculations (including maintaining documentation on these items)</li><li>Completing client requests, responding to participant inquiries, and analyzing/solving data and other complex issues</li><li>Participating in special projects (e.g., new client implementations, divestitures, mergers, corporate actions, etc.) related to DB administration services</li><li>Performing peer-review of work completed by other team members to ensure the product is accurate and of the highest quality</li><li>Reading and interpreting client plan documents/amendments, sample calculations, SPDs, plan provisions, plan administration manuals, and other documentation</li><li>Analyzing, reviewing, and guiding client teams to the resolution of escalated client or participant issues</li><li>Coaching and mentoring junior staff</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s Degree or equivalent work experience</li><li>5+ years of defined benefit experience working for a benefits consulting firm or plan sponsor</li><li>Excellent mathematical and analytical skills</li><li>Exemplary critical thinking and problem-solving skills</li><li>Ability to balance and prioritize multiple projects in a fast-paced work environment</li><li>Aptitude to work within budgeted timeframes to maintain client profitability without sacrificing quality</li><li>Technically inclined with Microsoft Excel and Word applications</li><li>Experience working directly with, or personally programming, DB calculation algorithms in Excel or other pension administration software applications</li><li>Ability to query, modify, set-up, and review test cases used to test pension administration systems (including data, calculations, forms &amp; letters, disbursements, etc.)</li><li>Experience working with pension disbursements – this includes initial pension payment set-ups, changes, stops, death processing, and reconciliations</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Value You BringYou bring a unique blend of resilience, initiative, and strategic thinking that enables you to thrive in fast-paced, ambiguous environments. A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement.<ul><li>Entrepreneurial and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add value.</li><li>Collaborative Team Player: Work well across teams, valuing diverse perspectives and fostering a culture of trust and shared success.</li><li>Resourceful and Organized: Adept at juggling multiple priorities—while staying focused and organized.</li><li>Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow both personally and professionally.</li><li>Comfortable with Ambiguity: Excel in environments where the path isn’t always clear, using strategic thinking and adaptability to navigate uncertainty.</li><li>Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across stakeholders.</li><li>Leadership-Oriented: Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal.</li></ul>The TeamThis role will reside within Workplace Consulting’s Center of Excellence (COE) organization on the Back Office Administration Team. The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: <a href="https://www.fidelityworkplace.com/s/workplaceconsulting" target="_blank">https://www.fidelityworkplace.com/s/workplaceconsulting</a>The base salary range for this position is $67,000-127,000 USD 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>Consulting

Retirement Analyst, Fidelity Workplace Consulting

<h3>Job Description:</h3>Senior Analyst, Equity Investment Services The RoleAs a Senior Analyst, Equity Investment Services (EQIS) at Fidelity Investments, you will play a critical role partnering with our EQIS team and cross functional partners to support the Equity Portfolio Management team. This is an outstanding opportunity to apply your analytical, project management, and interpersonal skills to deliver data-driven insights to support investment decisions. The individual must:<ul><li>Communicate effectively with many levels of management</li><li>Be comfortable working with investors and have an interest in understanding the investment process</li><li>Demonstrate sound judgment and problem-solving skills when faced with uncertainty or shifting priorities</li><li>Demonstrate a passion for leveraging technology to deliver scalable, long-lasting solutions to complex business challenges</li><li>Be creative and resourceful in responding to time-sensitive ad hoc requests</li><li>Have a familiarity with Equity investment tools, reports, data, and processing</li></ul>Responsibilities<ul><li>Lead projects in support of Equity’s strategic initiatives and business operations</li><li>Develop and implement workflows to support and scale the Equity business</li><li>Liaise and manage relationships with multiple internal groups who support Equity as well as external vendors on implementation activities</li><li>Partner with the Equity management team to develop and deliver periodic and ad-hoc analytics that enable data-driven decision-making</li><li>Coordinate with technology partners and key stakeholders to develop and refine requirements and prioritization needs across Equity</li><li>Guide discussions and activities to ensure clear communication and collaboration among Equity business partners</li><li>Manage and communicate program status to stakeholders of various initiatives</li><li>Identify and articulate program risks and help to resolve issues as they surface</li></ul>The Expertise and Skills You Bring<ul><li>3-5 years’ work experience in or working with investment operations in financial services industry</li><li>Bachelor’s Degree</li><li>Strong communication and analytical skills</li><li>Must be highly organized, meticulous, detail oriented and can work independently</li><li>Effective relationship management skills across numerous strategic business partners</li><li>Demonstrated experience utilizing Python and SQL to streamline workflows, automate repetitive tasks, and deliver actionable data insights.</li><li>Ability to perform multiple tasks simultaneously and comfortable in an environment of shifting priorities</li><li>Excellent judgment, issue management, and problem-solving skills</li><li>Self-motivated, comfortable taking the initiative, and meet deadlines independently</li><li>Positive attitude and 'can do' work ethic</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.The TeamThe role is part of the Asset Management Compliance, Risk and Business Operations (CRBO) team, which is comprised of: AM Compliance, AM Risk, Business Operations and Strategy, Counterparty Research &amp; Analytics, Investment Services and Investment Risk Management. The teams work together to support AM’s strategic goals while being the best partner to the business to protect our clients via proactive compliance monitoring, risk oversight and strategic business planning. While part of CRBO, the role is aligned with the priorities of the Equity organization.The base salary range for this position is $85,000-171,000 USD 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>Investment Operations

Senior Analyst, Equity Investment Services

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Transaction Processor to work in Smithfield, RI and Westlake, TX! Do you want to work for a fast paced, growing organization where people make the difference? Do you flourish with providing exceptional client service? Join us as a Transaction Service Representative where you will assist in servicing and processing transactions for our Custody clients. <h3>The expertise we’re looking for</h3> <ul> <li>1 year of financial or customer services experience or equivalent work experience </li><li>Consistent record in high volume, high paced data centric processing environment </li><li>Customer oriented </li><li>High school diploma </li></ul> <h3>The purpose of your role</h3> The Transaction Service Representative (TSR) will work in a centralized Operations team, which consists of Money Movement, TOA, and New Account/Maintenance associates. Associate will work on all operational requests submitted from Fidelity Custody Advisors and Service Teams, ranging from fundamental/simple transactions to specialty/complex transactions. The TSR will be expected to master the fundamental processing queues and will be responsible for the accurate and timely processing of the transaction requests, ultimately providing a positive overall operational experience for those clients. To be successful in this role, one must have or gain a working knowledge of several Fidelity processing and workflow systems. Representatives are expected to be key contributors to a positive workplace environment, process improvement, and demonstrate a strong commitment to partnership and shared success. They are expected to own their professional development plan and acquire additional skills that ensure continued growth in and effective contribution to the organization. Representatives are expected to consistently track and maintain performance metrics related to productivity and quality. <h3>The skills you bring</h3> <ul> <li>Your ability to work well on teams and in fast-paced, cross-collaborative environments. </li><li>You think analytically and deliver solutions to complex challenges. </li><li>You take pride in your work and have a detail-oriented mindset. </li><li>Your eagerness to learn is driven by self-motivation, curiosity, and ability to ask questions. </li><li>You have intermediate to advanced knowledge of Microsoft Office applications. </li></ul> <h3>The value you deliver</h3> <ul> <li>Providing exceptional service to all of our clients by processing their requests in an accurate and timely manner. </li><li>Driving high satisfaction, quality and efficiency for both the client and Fidelity. </li><li>Delivering superior results quickly and efficiently, using effective time management skills. </li><li>Driving innovation through curiosity and comprehensive understanding of business processes and challenges. </li><li>Bringing energy and excitement to your role every day. </li></ul> <h3>How your work impacts the organization</h3> The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing &amp; Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. CE provides clients with support of daily activities and overall business strategy in an effort to optimize their experience with Fidelity; in the areas of implementation support, technology services, deployment and client training, analysis and data processing, in addition to client management and service support. Please see the below pay rate for the work location of Rhode Island only: $22.00 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. <h3>Company Overview</h3> At Fidelity, we are passionate about 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 nurturing 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 information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. For information about working at Fidelity TalentSource, visit FTSJobs.com. Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at <a href="mailto:HR@ftsjobs.com" target="_blank">HR@ftsjobs.com</a> if you would like to request an accommodation.

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