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Transaction Processor Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Transaction Processor in Westlake, TX and Smithfield, RI! 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 Processor where you will assist in servicing and processing transactions for our Custody clients. The expertise we’re looking for <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> The purpose of your role 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. The skills you bring <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> The value you deliver <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> How your work impacts the organization 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. Dynamic Working 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 all business days of every other week in a Fidelity office. Company Overview Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s diverse and inclusive workplace while expanding your skills and developing your professional network, consider a role with Fidelity TalentSource. 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. Information about Fidelity Investments At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and championing 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. Fidelity Investments and Fidelity TalentSource are equal opportunity employers.

Fidelity TalentSource

Transaction Processor

<h3>Job Description:</h3>The Role:The FI Organization is seeking an Investment Analyst with knowledge of capital markets, multiple asset classes, and the competitive landscape. The analyst is responsible to enable our field investment strategists’ and should therefore be able to clearly articulate Fidelity’s POV and how it could translate into portfolio positioning. The analyst will work alongside our desk wholesalers to generate strong sales lift from our clients and prospects. Lastly, the candidate will collaborate with asset &amp; product management resources to influence our product roadmap, develop messaging, and core content to support the asset classes.<ul><li>Act as our 'headquarters-based' SME on multiple asset class investments to work alongside specialist and sales team on client pitches, product positioning and sales campaigns</li><li>Taking part in the creation of core content for prospecting clients, providing business development support for generating new business, and materials for on-going client reviews in a compliant manner</li><li>Build and maintain strong knowledge of current economic and market conditions through monitoring of financial industry media. As an Investment analyst, the individual should be able to offer actionable insight and information on markets in order to establish oneself as a valued resource</li></ul>The Expertise and Skills You Bring:<ul><li>Bachelor's degree required. MBA or equivalent graduate degree a plus.</li><li>CFA, or progress towards, desirable</li><li>3+ years of sales or product experience preferably some in different asset class investments</li><li>Series 7 and 63 licenses required upon hire</li><li>Maintains strong communication, presentation and interpersonal skills</li><li>Must have working knowledge of Fidelity and/or competitive products</li><li>Excellent time management and organizational skills are critical to success</li><li>Proven ability to successfully build and manage relationships with Advisors</li><li>Demonstrated ability to implement and apply needs-based selling techniques and strategies</li><li>Track record of successful client interaction and follow-up are required</li><li>Ability to build internal partnerships and relationships in a team environment</li></ul>The TeamFidelity 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.Note: Fidelity will not provide immigration sponsorship for this position. <h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Investment OperationsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Senior Manager, Investment Analysis

<h3>Job Description:</h3>The RoleWe are looking for experienced investors that are highly driven, easy to work with, and passionate about economics, capital markets and investment decision-making to help our advisory and institutional clients build better portfolios. We prefer candidates who were analysts at our client firms and/or asset management firms.<ul><li>Deliver value to advisors and institutional clients seeking consultation on asset allocation, manager selection, and overall portfolio construction.</li><li>Synthesize the best of Fidelity’s intellectual capital and incorporate thought leadership into portfolio construction:<ul><li>Gain a deep understanding of Fidelity’s business cycle framework and asset allocation views from our Asset Allocation Research Team (AART).</li><li>Absorb manager research and thought leadership from Fidelity Institutional Wealth Adviser (FIWA) to maintain an open architecture investment approach and champion advisor education on topics such as portfolio construction with alternative investments.</li><li>Distill investment and market insights and establish a sound grasp of Fidelity’s investment approach through quarterly meetings with Fidelity’s top portfolio managers.</li><li>Advance market commentary, asset class and sector strategy, and macro views from Fidelity’s Capital Market Strategy Group (CMSG)</li></ul></li><li>Communicate key findings &amp; actionable guidance in a clear, concise &amp; inspiring manner.</li><li>Present at Portfolio Construction Institute events and other client speaking engagements.</li><li>Work alongside business partners in investment product &amp; distribution, macro strategy, investment sales, custody &amp; clearing relationship management.</li></ul>The Expertise and Skill You Bring<ul><li>5-12 years' relevant work experience. Background in portfolio decision-making, providing investment guidance across multiple asset classes and styles is highly desirable.</li><li>CFA Charter holder.</li><li>MBA or master’s degree preferred.</li><li>FINRA Series 7 &amp; 63 licenses required within four months of joining.</li><li>Proven investment acumen, with the ability to respectfully challenge others' investment views.</li><li>Strong understanding of the mutual fund and ETF landscape.</li><li>Dynamic problem solver capable of independently completing complex portfolio analyses.</li><li>Ideal candidate will combine outstanding aptitude for tackling the hardest portfolio challenges with unusual grace &amp; persuasiveness.</li><li>Strong sales communication &amp; writing skills, including translating complex quantitative investment analysis into relevant, actionable investment solutions.</li><li>Developer of positive relationships with select internal &amp; external partners.</li><li>Note: Fidelity will not provide immigration sponsorship for this position.</li></ul>The TeamThe Portfolio Construction Guidance Team (PCG) is a part of the Portfolio Construction Solutions Team within Fidelity Institutional (FI). We work closely with Fidelity’s Asset Allocation Research Team (AART) and Fidelity Institutional Wealth Adviser (FIWA), Fidelity’s Model Team, and sales and marketing teams. We are responsible for providing portfolio construction insights to our advisory clients.No relocation will be provided for this role.The base salary range for this position is $103,000-211,000 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>Investment Operations

3 Procurement / Operations Jobs in Rhode Island