field_remote_option

field_job_employment_type

field_job_occupational_field_parents_all

job_organization_name

<h3>Job Description:</h3><p><strong>The Role:</strong></p><p>The Analyst, CLO Investment Services will be assigned to a 2-3 live CLOs and will have responsibility for the daily monitoring of CLO compliance test results, regular review/updates of security reference data, and monthly Trustee Report review/approval. In addition, the Analyst will need to understand the indenture language for their assigned CLOs and provide other ongoing operational and administrative support to the Ballyrock Investment Team and the broader CLO Investment Services team. Further, the Analyst will be involved with data validations of new tools/technologies that will provide greater portfolio management capabilities for leveraged loan portfolios.</p><p>The position requires close interaction with portfolio managers, traders, legal, compliance, investment services, third party trustees, underwriters and Fidelity’s Investment Operations teams. </p><p><strong>The Expertise and Skills You Bring:</strong></p><ul><li>BA / BS degree required. Major or concentration in legal, finance, business administration, or accounting preferred but not required.</li><li>Minimum of 4 to 5 years of financial services experience, with preference towards prior experience with leveraged loan/CLO operations.</li><li>Solid understanding of the US leveraged loan market and structured finance transactions.</li><li>Working knowledge of Wall Street Office, familiarity with Rating Agencies (Moody’s, S&amp;P, Fitch) preferred</li><li>Experience with credit agreements, term sheets, indentures and other security offering documents.</li><li>Ability to monitor daily CLO compliance results to ensure adherence to indenture guidelines.</li><li>Interact with Trustee to communicate hypothetical trades and assess impact to compliance results.</li><li>Work with external vendors to build, implement and test compliance modules for each new CLO.</li><li>Oversight of Trustee reporting for the Ballyrock CLOs.</li><li>Strong Microsoft Excel skills and excellent interpersonal skills.</li><li>Ability to work independently while integrating seamlessly with other members of the Investment &amp; Investment Services teams.</li><li>Reliable, self-starter, highly detail oriented, well-organized and able to manage several priorities and deadlines.</li></ul><p><strong>The Team:</strong></p><p>Fidelity’s High Income &amp; Alternatives Division is responsible for managing the firm’s diversified high yield, leveraged loan, and emerging market debt strategies, including Collateralized Loan Obligations (CLOs). In addition, the group manages strategies focused on the equities of leveraged companies. Assets under management exceeded $100 billion as of year-end 2022. The division is made up of a diverse team of Investment Professionals, Traders, and Operational and Administrative Support staff.</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</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

Analyst, CLO Investment Services

<h3>Portfolio Accounting Analyst</h3> <p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Portfolio Accounting Analyst to work in Durham, NC.</p> <p>The hourly pay rate for this position is $25 per hour.</p> <p>The mission of the Investment Operations organization is helping people, help people. We are seeking a detail-oriented, computer-savvy, and collaborative individual to join our Portfolio Accounting team as an Analyst. Our team is responsible for portfolio accounting, audit support, investment reporting and financial reporting for Fidelity Charitable’s managed accounts. In this role, you will support the accurate and timely reconciliation, recording, and reporting of investment portfolio transactions across multiple systems. You will work closely with internal teams to ensure data integrity and operational efficiency while gaining foundational experience in financial operations. The ideal candidate thrives in a fast-paced</p> <p>environment, demonstrates strong analytical skills, and is eager to grow within a team-oriented environment.</p> <p>You will be focused primarily on reconciling positions and transactions in investment portfolios held at third-party custodians.</p> <ul> <li>Research and resolve position-level discrepancies between accounting system and custodial data </li><li>Update positions/transactions data in portfolio accounting system, as needed </li><li>Researching and identifying contributions into managed accounts </li><li>Creation of XTRAC items to communicate money movement in/out of managed accounts internally </li><li>Review accuracy of transactional records daily, including researching drivers of activity using custodial systems </li><li>Analyze balances and security details between internal systems, facilitating updates as needed </li><li>Identify and recommend operational improvements </li><li>Participate in team meetings, training, and cross-functional initiatives to enhance knowledge and contribute to team goals </li><li>Escalate risk-related concerns and documentation issues promptly </li></ul> <h3>The Expertise and Skills We are Looking For:</h3> <ul> <li>Bachelor’s degree in accounting, finance, business or equivalent experience </li><li>2+ years of experience in portfolio accounting and/or position reconciliation in the finance industry </li><li>Strong organizational, planning and time management skills </li><li>Strong and effective verbal and written communication skills and good interpersonal skills </li><li>Experience documenting and improving processes and procedures </li><li>Sophisticated Excel skills (e.g. vlookup and pivot tables), macro writing, VBA </li><li>Some experience training other associates in daily responsibilities </li><li>Strong attention to detail, while operating under tight deadlines </li><li>Strong multi-tasking and problem-solving skills with excellent follow through </li><li>Experience in Advent APX, or another portfolio accounting system/software, a plus </li><li>Knowledge of brokerage accounts, financial instruments, and financial transactions </li><li>Flexible with overtime as requested (especially December – Giving Season) </li></ul> <h3>The Team</h3> <p>Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.</p>

Fidelity TalentSource

Portfolio Accounting Analyst

<br><h4>Description</h4><p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Charitable Planning Associate to work in Durham, NC.</p><p>The hourly pay rate for this position is $22 per hour.</p><p>Are you a hardworking and self-motivated person who would thrive in a collaborative and fast paced environment? If so, come build your career with us!</p><p>Fidelity Charitable is a collaborative, competitive, dynamic, and exciting environment. In this role you will have an opportunity to gain exposure to the various facets of the financial services and philanthropic industries.</p><h4><strong>The Team</strong></h4><p>The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.</p><p>The Charitable Planning Associate (CPA) is an inbound, phone-based role acting as a sales development role into the Fidelity Charitable Fundraising and Distribution team. This role will uncover new opportunities with financial advisors and prospective donors looking for charitable planning assistance. You will cultivate and qualify these opportunities by providing valuable insights and helping them achieve their charitable goals by utilizing our Donor Advised Fund. In addition to generating leads from inbound calls, you will also be responsible for executing strategic initiatives by making outbound calls to qualify leads delivered by our Marketing team. You will collaborate with various business partners including Marketing, Service Delivery, Program, and Implementations to deliver best in class outcomes for our advisors and donors.</p><h4><strong>The Expertise You Have</strong></h4><ul><li>Bachelor’s degree </li><li>Passion for the financial and philanthropic industries </li><li>Proven experience working within the financial industry and/or service related industry. </li><li>A dynamic personality with a high level of passion and motivation for career advancement </li><li>Fundraising, sales, business development or relationship management experience is beneficial. </li><li>Industry designations or additional education are also a plus. </li></ul><h4><strong>The Skills You Bring</strong></h4><ul><li>You have excellent interpersonal and communication skills that translate into a positive advisor and donor experiences. </li><li>You have a passion for establishing relationships and providing high levels of support. </li><li>You are committed to constant self-improvement and exhibit a competitive drive. </li><li>You thrive in fast paced and collaborative environment. </li><li>You are extremely resourceful, organized, and ability to prioritize multiple priorities. </li><li>You have a high aptitude to learn new things quickly and adapt to new situations. </li><li>Your effective listening, communication, and presentation skills </li></ul><h4><strong>The Value You Deliver</strong></h4><ul><li>Qualify inbound leads via the phone as the initial contact for financial advisors and donors exploring a relationship with Fidelity Charitable </li><li>Consult with prospects about using our Donor Advised Fund to achieve their philanthropic goals. </li><li>Understand and effectively communicate our value proposition to advisors and prospective donors. </li><li>Develop an understanding of the advisor’s business or donors’ goals through profiling and determine if the Donor Advised Fund can help them achieve their goals. </li><li>Partner with Marketing on lead flow and campaign alignment </li><li>Function as a utility player for the Fundraising and Distributions team by providing interim territory coverage when capacity issues exist. </li></ul><br>

Charitable Planning Associate

Fidelity TalentSource is your destination for discovering your next contract role at Fidelity Investments. We are currently sourcing for an Operations Technician to work with our Data Center Operations team in Morrisville, NC!<br> <strong>The Role</strong><br> As a key member of Fidelity’s Data Center Operations team, you will coordinate, lead, and finish critical maintenance activities and be directly responsible for the Uptime of the facility or campus!<br> Working with the Engineering Manager, you’ll be self-performing or coordinating vendor-performed maintenance on critical equipment serving data centers and offices. You’ll also coordinate or perform reactive maintenance, solving issues, repairs in response to work orders..<br> <strong>The Expertise and Skills You Bring</strong> <ul> <li>High School diploma, GED, trade school or equivalent required </li><li>0 to 3+ years of related facilities experience </li><li>0 to 2+ years of experience in a mission critical environment a plus </li><li>Experience with Building Mechanical, Electrical, Plumbing or Controls systems. </li><li>Licensed HVAC, pipefitter, plumbing credentials, or EPA certification. </li><li>Ability to read and interpret engineering drawings, construction documents and O&amp;M manuals. </li><li>Proven ability to install, repair and maintain electrical circuits and related loads in compliance with the National Electrical Code and generally accepted industry practices. </li><li>Ability to develop and maintain procedures such as SOP, MOP etc. </li><li>The ability to work shifts including weekends and holidays. </li><li>Motivated by knowing the work you have done is critical for various components that have tremendous business impact for Fidelity. </li><li>Hard-working team member on a team of 8 to 12 engineers. </li><li>Continuously set the standard in terms of engineering excellence, while facilitating outstanding performance, workplace maintenance excellence and team coherence. </li><li>Proficient in PC applications specifically, Excel, Word, Power Point, Outlook, CMMS and facility BMS systems. </li><li>Highly organized and diligent in balancing maintenance priorities and procedures. </li><li>Strong contributor with a collaborative work style. </li></ul> <strong>The Value You Deliver</strong> <ul> <li>Comprehensive understanding of HVAC and Mechanical industry standards, protocols, installations, and best trade practices, along with heating and cooling, server, database, and network infrastructure knowledge, in large-scale, enterprise Data Center facility. </li><li>Performs all preventive and remedial maintenance work on building Mechanical systems to assure critical cooling, heating, and humidification requirements are met with minimal adverse business impact. </li><li>Demonstrates the ability to monitor multiple building systems, correcting deficient performance through BAS adjustments, on-site remedial maintenance and effective emergency response actions when required. </li><li>Advise and assist as necessary, vendors/contractors performing remedial repair activities. </li><li>Demonstrates the ability to work with and provide assistance to the engineering staff. </li><li>Applies tools, processes, procedures, and notifies superiors as appropriate to ensure the consistent flow of information and activities. </li><li>Complete daily log entries / update engineering staff via email. </li><li>Assist with all department projects, plans and improvements. </li><li>Support Fidelity’s ISO-14001 Environmental Management System, ISO-27001 Information Security Management and SSAE-16/18 regulatory reporting requirements </li><li>Demonstrates ability to switch to standby generators and bypass UPS systems when an electrical alarm or failure occurs, consistent with procedures, communicating all actions via proper communication channels </li><li>Finishing the critical maintenance on time and with attention to detail. </li></ul>

Data Center Technician

<h3><strong>Pension and Calculation Analyst</strong></h3> <p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Pension and Calculation Analyst to work in Durham, NC, Westlake, TX, or Smithfield, RI!</p> <h3><strong>The Role</strong></h3> <p>In Workplace Investing, the Pension Analyst blends deep Defined Benefit domain expertise with a passion for teamwork, innovation, and client management. This role is primarily responsible for establishing a team environment by providing direct leadership, technical expertise and workflow management to associates assigned to their defined benefit clients serviced from a consultative perspective. In addition, the Analyst will support the strategic direction of the business, lead highly complex issues to resolution and work with domain professionals to solution client improvements and enhancements through corporate actions &amp; change orders. The Analyst will also engage with other lines of business on projects that affect other Defined Benefit products and services. We are looking for someone to join our great team of professionals, who enjoy a fast-paced environment, and can provide quality work and a best-in-class client/customer experience.</p> <h3><strong>The Expertise and Skills You Bring</strong></h3> <ul> <li>Bachelor's degree or equivalent work experience</li> <li>5-10+ years of defined benefit/pension plan administration experience</li> <li>Experience in Project Management and/or Analytics</li> <li>Ability to balance day to day management of several project related responsibilities and tasks including highly prioritized requests.</li> <li>Demonstrate leadership ability with self-motivation and determination</li> <li>Strong mathematical and analytical skills including ability to perform complex manual calculations.</li> <li>Proficient with Microsoft Excel, Access and working experience with data analytics</li> <li>Client Management experience</li> <li>You have critical thinking and problem-solving skills. You are a leader with self-motivation and determination to succeed and ability to coach and mentor others</li> <li>You must be technically inclined with application experience and competence including proficiency with various Defined Benefit Plan structures, complex calculations, and data (e.g., Excel, Word, Access, etc.). Ability to perform calculations using directions documents.</li> <li>Good communication, both verbal and written; ability to implement/facilitate change. Forward looking, analytic, continuous improvement mentality</li> <li>Demonstrate a mix of analytics and technical skills. Ability to run queries, analyze and organize large amounts of data and identify root cause and work towards solutions</li> <li>Project consulting experience including requirement discovery and solution design</li> <li>You have a solid ability to balance, prioritize multiple projects and understanding of risk management and time management</li> <li>You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality</li> </ul> <h3><strong>The Team</strong></h3> <p>This role will reside within Workplace Investing Defined Benefit Operations organization. You will be responsible for handling and overseeing the day-to-day delivery of Defined Benefit client servicing, business reporting, contractual obligations, and internal scale &amp; efficiency initiatives. You will support DB’s interests in collaborating with the cross product/functional SME’s, Center of Excellence and other lines of business. You will work to solve problems and be empowered to make decisions based on trends, issues, and business drivers.</p> <h3><strong>COVID Work Policy</strong></h3> <p>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.</p> <h3><strong>Dynamic Working - Post Pandemic</strong></h3> <p>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.</p> <p>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.</p>

Pension and Calculation Analyst

<p><b>ABOUT GREYSTAR</b></p><p>Greystar is a leading, fully integrated global real estate company offering expertise in property management, investment management, development, and construction services in institutional-quality rental housing, logistics, and life sciences sectors. Headquartered in Charleston, South Carolina, Greystar manages and operates more than $315 billion of real estate in 250 markets globally with offices throughout North America, Europe, South America, and the Asia-Pacific region. Greystar is the largest operator of apartments in the United States, manages more than 1,000,000 units/beds globally, and has a robust institutional investment management platform comprised of more than $78 billion of assets under management, including over $36 billion of development assets. Greystar was founded by Bob Faith in 1993 to become a provider of world-class service in the rental residential real estate business. To learn more, visit <a href="http://www.greystar.com" target="_blank">www.greystar.com</a>.</p><p><b><br>JOB DESCRIPTION SUMMARY</b></p>Oversees and performs technical and mechanical work that ensures the inside and external buildings, grounds, amenities, and common areas of the community meet the Company’s standards for cleanliness, appearance, safety, and overall functionality.<p><b>JOB DESCRIPTION</b></p><p><b>Property Type: Garden<br>Stage:&nbsp;Stabilized<br>Unit Count: 330<br>Schedule: Monday-Friday; 8am-5pm + rotating on-call schedule</b></p><ul><li>Assists and completes work orders generated from resident requests for service, as well as routine upkeep on the community by diagnosing the source or cause of the defect or problem, and making repairs in accordance with established policies, procedures, safety standards, and code requirements.&nbsp;&nbsp;</li><li>Oversees and completes the “make-ready” process to prepare vacant apartment homes for leasing and new moveins by completing the pre-move-out inspection, creating a “punch” list of maintenance work needed, scheduling vendors and contractors as needed, obtaining needed supplies and materials, completing all maintenance tasks, and inspecting completed work.&nbsp;</li><li>Develops standards for the cleanliness and overall appearance of the community’s grounds, amenities, building exteriors, market ready unit interiors, breezeways, curbs, signage, leasing office, central garbage areas, parking lots, and other buildings and common areas to ensure that they reflect and represent the high quality of the community and Greystar standards.&nbsp;</li><li>Periodically inspects work performed by other service team members to assess effectiveness of policies and procedures and develop corrective action plans as needed.&nbsp;</li><li>Periodically inspects work performed by contractors, vendors and other service providers to verify the work, materials and services meet quality standards, scope and specifications as required.&nbsp;</li><li>Maintains adequate inventory of spare parts and maintenance materials and works with Community Manager to order supplies and tools as needed to stay within budgetary guidelines.&nbsp;&nbsp;&nbsp;</li><li>Completes monthly preventative maintenance procedures as outlined in the Policy and Procedure Manual.&nbsp;</li><li>Supports cost-cutting and expense control programs by fixing rather than replacing parts when possible, not being wasteful with materials and supplies, and practicing the correct use for tools and equipment.&nbsp;&nbsp;</li><li>Conducts regularly scheduled Greystar safety meetings, ensure all MSDS sheets are current and readily accessible, and keeps up to date on all OSHA and other safety related laws and requirements to ensure community compliance.</li><li>Demonstrates customer services skills by treating residents and others with respect, answering questions from team and residents, responding sensitively to complaints about maintenance services, and assigned work orders with efficiency and urgency.&nbsp;&nbsp;<br><br>#LI-SB1</li></ul><p>The hourly range for this position is $31.00 - $33.00<br></p><p><b>Additional Compensation</b>:</p><ul><li><i>Corporate Positions</i>:&nbsp;In&nbsp;addition to the base salary, this role may be eligible to participate&nbsp;in&nbsp;an annual bonus program based on&nbsp;individual and company performance.</li><li><i>Onsite Property Positions</i>:&nbsp;In&nbsp;addition to the base salary, this role may be eligible to participate&nbsp;in weekly, monthly, and/or quarterly bonus programs.</li></ul><p><b>Robust Benefits Offered*:</b></p><ul><li>Competitive Medical, Dental, Vision, and Disability &amp; Life&nbsp;insurance benefits. Low (free basic) employee Medical costs for employee-only coverage; costs discounted after 3 and 5 years of service.</li><li>Generous Paid Time off. All new hires start with 15 days of vacation, 4 personal days, 10 sick days, and 10 paid holidays. Plus your birthday off after 1 year of service! Additional vacation accrued with tenure.</li><li>For onsite team members, onsite housing discount at Greystar-managed communities are available subject to discount and unit availability.</li><li>6-Week Paid Sabbatical after 10 years of service (and every 5 years thereafter).</li><li>401(k) with Company Match up to 6% of pay after 6 months of service.</li><li>Paid Parental Leave and lifetime Fertility Benefit reimbursement up to $10,000 (includes adoption or surrogacy).</li><li>Employee Assistance Program.</li><li>Critical Illness, Accident, Hospital&nbsp;Indemnity, Pet&nbsp;Insurance and Legal Plans.</li><li>Charitable giving program and benefits.</li></ul><p><i>*Benefits offered for full-time employees. For Union and Prevailing Wage roles, compensation and benefits may vary from the listed&nbsp;information above due to Collective Bargaining Agreements and/or local governing authority.</i></p><p>Greystar will consider for employment qualified applicants with arrest and conviction records.</p>

6 Procurement / Operations Jobs in Raleigh, NC, USA