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<h3>Job Description:</h3><p><strong>The Department </strong></p><p>Strategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity’s retail and institutional distribution channels. For more than 25 years, SAI has specialized in asset allocation solutions, as well as crafting methodologies for many of Fidelity’s investment planning tools to help investors reach their financial goals. With over $1 trillion in assets under management, the SAI team of investment professionals builds and manages asset allocation portfolios for over three million customer accounts.</p><p><strong>The Team</strong></p><p><strong>Private Markets Research</strong></p><p>SAI has established a growing team to source, underwrite and execute private market investments across private equity, private credit, and real assets. This team will be supporting a new product offering enabling Fidelity SAI clients to access private market investments. The Private Markets Research team seeks to originate and evaluate private investment managers and investment opportunities which we believe will outperform public market alternatives through skilled value creation and investment selection.</p><p>The Private Equity Research team supports Fidelity’s multi-strategy private equity funds in addition to future initiatives. Fidelity is raising the third multi-strategy private equity fund in this annual vintage series, which seeks to generate attractive risk-adjusted returns by investing in a diversified portfolio of private equity funds, including buyout, growth, secondary funds, and if available, co-investments.</p><p><strong>The Position</strong></p><p>In this role, you will work under the guidance of senior team members and Portfolio Managers to perform investment manager research and analysis. You will support the sourcing, due diligence, monitoring, investor reporting, and execution of third-party private equity fund investments and co-investments. The role will have exposure to multiple geographies and investment fund strategies, including secondaries, buyouts, and growth equity.</p><p><strong>Qualifications</strong></p><ul><li><p>Bachelor’s degree required; CFA or progress toward CFA a plus</p></li><li><p>3+ years of relevant investment experience; private equity manager due diligence preferred, co-investment due diligence experience a plus</p></li><li><p>Solid understanding of private equity markets, strategies, and fund analysis</p></li><li><p>Strong research, analytical and technical skills with a problem-solving mentality and an orientation to detail</p></li><li><p>Proven communication and presentation skills with an ability to discuss issues in a clear, concise manner</p></li><li><p>Leveraged finance or credit-oriented fundamental company analytical and LBO modeling skills a plus</p></li><li><p>Ability to work collaboratively in a team environment</p></li><li><p>Strong proficiency in Excel and Microsoft Office, as well as private market research/benchmarking tool</p></li></ul><p><strong>Location</strong></p><p>Boston, Massachusetts</p><h3>Certifications:</h3><h3>Category:</h3>Investment Professionals<p>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.</p><p>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.</p>

Fidelity Investments

Private Equity Associate, Strategic Advisers

<h3>Job Description:</h3><p>The Program Associate will provide grants management, operations, and communications support across the Fidelity Charitable Catalyst Fund. Your prior experience at a grantmaking or nonprofit organization, love of organizing, synthesizing information, details, and preparation will help you thrive in this role.</p><p><em><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></em></p><p><strong>The Role</strong></p><p>The Catalyst Fund is a grantmaking program of Fidelity Charitable, led by our Board of Trustees and separate from Fidelity Charitable’s donor-advised fund program. The Fund makes grants to intermediaries that inspire donors to give more to promising nonprofits and elevate nonprofits to build their muscle and confidence to find and retain donors. The Catalyst Fund has three grantmaking portfolios and is managed by an Executive Director and Director of Local Impact. The Program Associate will:</p><ul><li>Facilitate and monitor completion of grant proposals, letters, payments, and reports, providing excellent customer service to grantees while following grant processes</li><li>Complete basic grants diligence, coding, and analysis of grants</li><li>Draft grant summaries and recommendations in partnership with Catalyst Fund staff</li><li>Coordinate, prepare, and manage follow-up for Catalyst Fund staff for meetings with grantees, other funders, and internal team members</li><li>Lead planning, logistics, and drafting of talking points for all-grantee meetings, site visits, and speaking engagements for the Catalyst Fund’s staff</li><li>Draft grantee communications, newsletters, and invitations for donors to grantee offerings</li><li>Keep teams across Fidelity Charitable informed of Catalyst Fund updates</li><li>Partner with the Marketing team to coordinate grantee and staff external engagement</li><li>Support Executive Director with complex scheduling and expense reports</li><li>Partner with the Executive Director on team meetings, process improvements, board meetings and communications, and special projects </li></ul><p><strong>The Expertise &amp; Skills You Bring</strong></p><ul><li>5+ years of program coordination, project management, operations, or administrative experience, with a preference for experience in a philanthropic or nonprofit organization</li><li>Exceptionally organized with great attention to detail</li><li>Outstanding analysis, research, and writing skills including ability to produce succinct and informative communications for executives (both oral and written)</li><li>Ability to work collaboratively with diverse constituencies to build trust and achieve common goals, both internally and externally</li><li>Excellent problem-solving skills and ability to take initiative</li><li>Ability to adapt quickly, work calmly, and maintain good judgment in a fast-paced environment; must be comfortable working through ambiguity</li><li>Confident and diplomatic oral communicator with exceptional writing and editing skills</li><li>Skilled in proactively handling multiple assignments simultaneously with the ability to prioritize tasks and meet deadlines to deliver high quality results</li><li>Highly proficient with PowerPoint, Excel, and Word</li><li>Experience with grants management systems (e.g. Fluxx) preferred or demonstrated technological savvy and ability to quickly understand new software</li></ul><p><strong>The Team</strong></p><p>Fidelity Charitable is the leading donor-advised fund sponsor in the country with a simple mission—to grow the American tradition of philanthropy. We have helped donors support more than 433,000 nonprofit organizations with over $100 billion in grants. At Fidelity Charitable, our job is to help donors maximize their generosity by providing programs that make charitable giving accessible, simple, and effective.</p><p>The Catalyst Fund team is led by an Executive Director who works closely with the Fidelity Charitable board of trustees and senior staff on strategy, impact assessment, finances, and external relations. The Executive Director and Director of Local Impact develop the pipeline of grantees and are responsible for managing grantee relationships and performance. The team represents Fidelity Charitable at many philanthropic and nonprofit convenings. The team is a part of the Compliance &amp; Administration department at Fidelity Charitable.</p><p><strong>Company Overview</strong></p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Program/Project Management<p>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.</p><p>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.</p>

Program Associate, Fidelity Charitable Catalyst Fund

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Santa Barbara, CA

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Are you passionate about making a difference? Join our dynamic, cross-functional team dedicated to business enablement within our Customer Relationship Management Product Area. You will work within a squad partnering closely with various stakeholders to gather requirements, design solutions, and ensure successful implementation of Salesforce enhancements used by our Investment Sales organization.</p><p>As a <strong>Product Analyst,</strong> you leverage your expertise in Product Management and Business Analysis to effectively drive business deliverables across the entire Product Development Life Cycle. Your passion for empathizing with customers, defining problem statements and opportunities, collaborating with diverse partners, generating innovative solutions, and bringing those solutions to life!</p><p>There are three primary principles of being a great Product Analyst: </p><ul><li><strong>Strategy:</strong> Understanding the problem or the “why” and aligning it to the mission</li><li><strong>Execution</strong>: This is where and how the work gets done</li><li><strong>Business Readiness</strong>: How do you drive your product to launch and support after launch</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree required; a master’s degree in business or a relevant technology leadership field is advantageous</li><li>3+ years of experience in an Agile team, specializing in delivery, technology, and full lifecycle software development</li><li>Experience with Salesforce Admin/Business Analyst skills is a plus</li><li>Demonstrated expertise in facilitating requirements workshops: skillfully conducting journey and story mapping exercises, while precisely defining acceptance criteria</li><li>Exceptional analytical skills and technical understanding and use of APIs, relational databases, integrations, and DevOps.</li><li>Proven success in managing large-scale projects within a complex ecosystem, with the ability to develop a deep understanding of the domain</li></ul><p><strong>Note</strong>: Fidelity is not providing immigration sponsorship for this position.<br> </p><p><strong>The Team </strong></p><p>This is an excellent opportunity to join the Product Analysis and Design Chapter Area and work on solutions to drive business forward. The Product Analysis and Design Chapter Area aligns with business partners in an agile way of working! By putting autonomous agile teams at the front of delivering incredible client value and supporting all associates to be motivated towards continuous improvement and career development. By demonstrating and promoting Fidelity and agile leadership behaviors, you sustain and evolve our innovative learning agile culture.</p><p>#ProductAnalysis #BusinessAnalysis #ProductManagement</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>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.</p><p>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.</p>

Product Analyst

<h3>Job Description:</h3><p><strong>Senior Cloud Software Engineer - Container Platforms</strong></p><p><strong>The Role</strong></p><p>Do you want to work with leading edge container technologies and build platforms for exceptional levels of scale ?</p><p>As a Senior Cloud Engineer in our Container Management Platforms area, you will work within a diverse team comprised of passionate technologists who believe in the power of innovation and constant collaboration. We believe that small, empowered, self-motivated teams can achieve outstanding things. We are passionate about opensource contribution, sharing our expertise and knowledge with the engineering community while adopting a continuous learning approach support by a dedicated learning day each week.</p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>Must have proficiency and experience building software applications in <strong>GoLang or Python.</strong></li><li>Experience with building<strong> RESTful APIs</strong></li><li>Experience with <strong>Angular UI</strong> applications</li><li>Experience in extending <strong>Kubernetes</strong> including build operators, custom resources.</li><li>Understanding of Kubernetes core concepts.</li><li>Hands-on development experience working with cloud technologies in <strong>AWS and/or Azure,</strong></li><li>Hands on experience building scalable cloud applications. </li><li>Strong understanding of software engineering best practices and principles </li><li>Hands on experience with Continuous Integration and Continuous Delivery/Deployment. </li><li>Passion for the DevOps culture. </li></ul><p><strong>Bonus skills </strong></p><ul><li>Familiarity with GitOps based tooling (ArgoCD)</li><li>Strong communication skills and a passion for working with business stakeholders to drive adoption of best practices and architectural excellence</li></ul><p><strong>The Team</strong></p><p>This is an opportunity for a highly motivated Cloud Engineer to join the Container Management Platform team working in Fidelity Architecture and Engineering, who are responsible for enabling the next generation streaming platforms across Fidelity. We excel in the construction of high quality, secure and scalable cloud platforms using industry-leading engineering principles and practices. We are a global team which has a passion for open source and continuous learning while pursuing engineering excellence in the cloud in a collaborative, open and transparent culture.</p><p>ompt 2, option 3 if you would like to request an accommodation. </p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>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.</p><p>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.</p>

Senior Cloud Software Engineer - Container Platforms - Westlake, TX only

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>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.</p><p>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.</p>

Investment Consultant - Southlake, TX

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $60,000 - $100,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Planning Consultant - Rancho Bernardo, CA

<h3>Job Description:</h3><p><strong>The Department</strong></p><p>Strategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity’s retail and institutional distribution channels. For more than 25 years, SAI has specialized in asset allocation solutions, as well as crafting methodologies for many of Fidelity’s investment planning tools to help investors reach their financial goals. With over $1 trillion in assets under management, the SAI team of investment professionals builds and manages asset allocation portfolios for over three million customer accounts.</p><p><strong>The Team</strong></p><p><strong>Private Markets Research</strong></p><p>SAI has established a growing team to source, underwrite and execute private market investments across private equity, private credit, and real assets. This team will be supporting a new product offering enabling Fidelity SAI clients to access private market investments. The Private Markets Research team seeks to originate and evaluate private investment managers and investment opportunities which we believe will outperform public market alternatives through skilled value creation and investment selection.</p><p><strong>The Position</strong></p><p>In this role, you will work under the guidance of senior team members and the Private Credit Portfolio Manager to perform investment manager and market research. As an initial core member of the Private Credit Research team, you will support the sourcing, due diligence, monitoring, investor reporting, and execution of private credit investments. This role will have an initial focus on Direct Lending, with exposure to various private credit investment strategies and geographies over time.</p><p><strong>Qualifications</strong></p><ul><li><p>Bachelor’s degree required; CFA or progress toward CFA a plus</p></li><li><p>3+ years of relevant investment experience; performing private credit manager due diligence preferred, co-investment diligence experience a plus</p></li><li><p>Solid understanding of private credit market fundamentals, credit principles, and capital structures</p></li><li><p>Leveraged finance or credit-oriented fundamental company analytical and LBO modeling skills</p></li><li><p>Strong research, analytical and technical skills with a problem-solving mentality and an orientation to detail</p></li><li><p>Proven communication and presentation skills with an ability to discuss issues in a clear, concise manner</p></li><li><p>Ability to work collaboratively in a team environment</p></li><li><p>Strong proficiency in Excel and Microsoft Office, as well as private market research/benchmarking tools</p></li></ul><p><strong>Location</strong></p><p>Boston, Massachusetts</p><h3>Certifications:</h3><h3>Category:</h3>Investment Professionals<p>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.</p><p>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.</p>

Private Credit Associate, Strategic Advisers

<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>Are you organized, analytical, and quality-focused to deliver accurate information to support all our customers? Then this role is for you! </p><p>As a GPS (Global Product Solutions) Instrument Readiness Analyst, you will play a critical role in supporting the onboarding and enhancement of instrument support across FFIO platforms. This role is ideal for someone with a strong understanding of how derivatives and other complex instruments function within accounting systems and middle office workflows. You will collaborate closely with senior analysts and cross-functional teams to ensure operational readiness and data integrity for new and evolving financial instruments. </p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Solid understanding of financial instruments, especially derivatives, and how they are processed within accounting platforms and middle office systems </p></li></ul><ul><li><p>Familiarity with instrument trade, collateral, and lifecycle events, including onboarding, valuation, and corporate actions </p></li></ul><ul><li><p>Intermediate to advanced skills in Microsoft Excel (VBA a plus) and PowerPoint. </p></li></ul><ul><li><p>Experience working in fund accounting, trade operations, or data operations is a plus </p></li></ul><ul><li><p>Knowledge of Accounting system handling of derivatives (Invest One and/or Geneva) preferred </p></li></ul><ul><li><p>Ability to support and collaborate with senior team members on complex initiatives </p></li></ul><ul><li><p>Strong analytical and problem-solving skills with attention to detail </p></li></ul><ul><li><p>Effective communication skills to collaborate with internal stakeholders and technology partners </p></li></ul><ul><li><p>Ability to manage multiple priorities in a fast-paced, evolving environment </p></li></ul><ul><li><p>A proactive and collaborative mindset, with a willingness to learn and grow </p></li></ul><ul><li><p>Experience with instrument reference data, valuation methodologies, as well as middle and back-office controls </p></li></ul><p><strong>The Team</strong> </p><p>The GPS team plays a vital role in ensuring that FFIO systems can support the full range of financial instruments used by Fidelity’s funds. Your contributions will help safeguard the accuracy of fund valuations, improve operational efficiency, and enable the successful launch of new investment products. </p><p><strong>#FFIOALTS</strong></p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>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.</p><p>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.</p>

GPS (Global Product Solutions) Instrument Readiness Analyst

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Senior Quantitative Developer is a core software engineering role in our dynamic, fast-paced quantitative development team. You will be ‘embedded’ within the quantitative research team and you will partner with the investment teams on various projects including portfolio construction, risk management, and alpha research. You will contribute to build high quality, robust, and efficient analytical software solutions that will be used to improve investment processes. You and your team will be responsible for developing, running, supporting all kinds of Quantitative Tools in cloud environment and communicate the same with customers.</p><p><strong>The Team</strong></p><p>The Advance Strategies and Research (ASR) Quantitative Development team is part of Asset Management’s Quantitative Research &amp; Investment Technology group that partners with various investment teams and projects. We build and ‘own’ high quality, robust, adaptive, resilient solutions that are essential to investment management, quantitative analysis, and new product development.</p><p>This position can be in Boston, MA or Jersey City, NJ</p><p><strong>The Expertise You Have</strong></p><ul><li>Bachelor's degree (or above) in a quantitative or computational field such as Statistics, Computer Science or Applied Mathematics</li><li>5 + years of experience in complex software development and working with investment professionals</li><li>Good understanding and implementation of software excellence concepts(Reliability, Extendibility, Resiliency, Flexibility, Pluggability, Intuitive Problem Solving, Risk mitigation, Technical debt, Scope, estimation, quality, CI/CD, Unit testing, Functional testing, Load testing, Parallel Processing, Resource Synchronization, Performance, Monitoring, Alerts, Logging, Tracing, Observability, Supportability etc.)</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Experience on Analytical/Software Engineering skills including Python, Shell Scripts, Java, SQL and Linux.</li><li>Experience in implementation of a research project through the entire software development lifecycle applying a full-stack implementation.</li><li>Experience with AWS cloud environment development and deployment is a plus.</li><li>Good understanding of quantitative techniques and methods, statistics, and econometrics – including probability, linear regression, and time series data analysis</li><li>Good experience in either equities, fixed income, or alternative asset classes</li><li>Consistent track record in hands-on ‘development’ of complex software solutions.</li><li>Ability to effectively connect with multiple partners, including fundamental and quantitative researchers, divisional partners.</li><li>Thrive in working with fast paced competing requirements and effectively delivering business needs</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Lead/Own the one or more modules of a research project through the entire software development lifecycle applying a full-stack implementation.</li><li>Intuitively apply advanced analytics and quantitative concepts to support investment needs and develop new solutions.</li><li>Add scale, reliability, and repeatability to research through software development standard methodologies.</li><li>Assist Research teams in developing new models and products that will provide an advantage to the organization in the marketplace.</li><li>Apply sophisticated analytics and quantitative concepts to support investment needs and develop new solutions.</li><li>Adaptive and effective team player with strong collaboration</li></ul><p><strong>Company Overview</strong></p><p>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 crafting 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 associate for their outstanding perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.</p><p><em>Fidelity Investments is an equal opportunity employer.</em> We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.</p>The base salary range for this position is $97,000-$154,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology

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