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<p><b>Current employees: Please apply through the employee portal to be considered for this opportunity.</b></p><p><b>Pay Range:</b></p>$27.64 - $33.85 Hourly<p><b>Department:</b></p>County Chair<p><b>Job Type:</b></p>Regular Represented<p><b>Exemption Status:</b></p>United States of America (Non-Exempt)<p><b>Closing Date (Open Until Filled if No Date Specified):</b></p>October 20, 2025<p><br><b>The Opportunity:</b></p><h4><b>OVERVIEW:</b></h4><p>Multnomah County is seeking a highly organized and detail-oriented Workforce Equity Operations Coordinator (Program Technician) to join our Office of Diversity and Equity.</p><p>This crucial position provides technical, administrative, and logistical support to the Workforce Equity Strategic Plan (WESP) and the Digital Accessibility Project. You'll be instrumental in translating strategic equity goals into operational excellence, driving our commitment to a diverse and inclusive workplace. The ideal candidate excels at project coordination, report preparation, and ensuring smooth administrative operations.</p><h4><b>Workforce Equity Strategic Plan Collaboration and Support&nbsp;</b></h4><ul><li>Coordinate and execute various activities to advance the goals of the Workforce Equity Strategic Plan (WESP).</li><li>Assist in the preparation of reports and presentations detailing the progress and outcomes of the WESP.</li><li>Support all external and internal communication efforts related to the WESP.</li><li>Assist in organizing workshops and training sessions on equity-related topics, and develop informational resources and materials.</li><li>Conduct workflow analyses to identify areas for improvement, streamline repetitive procedures, and ensure quality assurance.</li><li>Provide technical assistance and consultation to various departments regarding WESP implementation.</li></ul><h4><b>Office Administration and Program Guidance&nbsp;</b></h4><ul><li>Provide comprehensive administrative support to the Office of Diversity and Equity (ODE), including scheduling, correspondence, and detailed record-keeping.</li><li>Analyze information and support management in recommending and implementing operational guidelines and procedures aligned with ODE’s core pillars of work.</li><li>Coordinate ODE's involvement and sponsorship of major events, such as the NW Public Employee Diversity Conference.</li><li>Handle sensitive and confidential information with the utmost discretion.</li><li>Manage various administrative tasks, including coordinatingtravel arrangements, processing expense reports, and managing office inventory.</li></ul><h4><b>Digital Accessibility Project Support:</b></h4><ul><li>Provide essential administrative and logistical support to the Digital Accessibility Project Manager.</li><li>Perform on-site reviews of subcontracted services; ensure compliance with federal and state laws, statutes, and regulations; provide technical assistance and training for staff, subcontractors, and representatives from other jurisdictions and agencies.</li><li>Develop, maintain, update, and operate computerized management information systems; assist in the development, design, and maintenance of websites, social media, databases, and software programs; upload documents and files to websites.</li><li>Assist with scheduling, tracking action items, and documenting critical project decisions.</li><li>Help maintain accurate project documentation and records.</li><li>Coordinate communication channels between various project partners and stakeholders.</li><li>Support the tracking of project progress, deliverables, and analyze project tracking data.</li></ul><h4><b>Required Qualifications:</b></h4><ul><li>Bachelor's degree or equivalent training and work experience (Equivalency 4-8 years of qualifying training and/or experience). Demonstrated knowledge of digital accessibility practices and computerized management information systems development.</li></ul><p><b>Preferred Qualifications:</b></p><ul><li>Experience working with diversity, equity, and inclusion (DEI) initiatives, experience with website and database development.</li></ul><p><b>Location:</b>This position is designated as “hybrid telework,” meaning you will be working both remotely (from home) and in person at an onsite location. The designation of Hybrid Telework may be subject to change at a future time. All employees must reside in Oregon or Washington; the county cannot support ongoing telework from other locations. The onsite work location for this position is the Multnomah Building at 501 SE Hawthorne Blvd.</p><p><b>To Apply:</b></p><p><b>Online application</b></p><p>A resume that contains your relevant experience and education. Please be sure your resume includes the following for each employer: name of employer, location, dates of employment, your title, a brief summary of your responsibilities, the number of employees under your supervision.</p><p>A cover letter that expands on your resume, addresses why you are interested in this position and demonstrates how your experience and skill set align with the minimum requirements.&nbsp;</p><p><b>Note:</b>The application and resume should demonstrate your work experience/skills and how it is related to those shown in the Overview and To Qualify sections of the job announcement. Please be thorough, as these materials may be used and determine your eligibility for an interview.&nbsp;&nbsp;</p><p><b>Internal Applicants:&nbsp; </b>After you have submitted your application, please check your Workday inbox and complete the Veterans’ Preference Questionnaire prior to the application deadline.&nbsp;</p><p><b>The Selection Process and Timeline: </b>For details about how we typically screen applications, review our overview of the selection process page. We expect to evaluate candidates for this recruitment as follows:</p><ul><li>Initial review of minimum qualifications: We may do an additional preferred review and/or send out additional supplemental questions to identify those highest qualified.</li><li>Consideration of top candidates: This may include panel interview(s), a hiring interview, and/or additional testing to determine the best candidates for a position.</li><li>Professional reference checks: All finalists must pass reference checks.</li></ul><p><b>Note:</b>Application information may be used throughout the entire selection process. This process is subject to change without notice.</p><p>Multnomah County offers an exceptional benefits package, including employer-funded retirement savings; health and dental insurance at very low cost to full-time employees and their dependents; paid parental leave; wellness programs; a focus on work-life balance; and much more. Find more details on our benefits website.</p><p><b>Equal Pay Law:&nbsp; </b>Please be advised that the pay range listed for this position is intended to provide general guidance on the earning potential for the role. However, actual compensation will be determined in accordance with the Oregon Equal Pay Law and will take into account factors such as the candidate's relevant experience, education seniority, training, and/or tenure. Candidates should expect that initial offers will be made within the listed pay range and may not be at or near the top of the range.</p><p><b>Serving the Public, Even During Disasters:&nbsp; </b>Everyday, Multnomah County staff work together to serve as a safety net for our communities. During a disaster, this safety net becomes even more critical. All County employees have a role in serving the public during inclement weather, natural disaster, or other types of community emergency response. During these emergency responses, while typically there begins with a call for volunteers, county employees may ultimately be reassigned from their current position to a role in the emergency response in order to support the critical needs presented by our communities. For more information, please visit the Disaster Service Worker Informationpage.&nbsp;&nbsp;</p><p><b>In accordance with </b><b>Oregon Law</b>, Multnomah County is not collecting school attendance dates in the initial application process; please do not include these dates in your resume, cover letter and other application materials.</p><p><b>Diversity and Inclusion:</b> At Multnomah County, we don't just accept difference; we value it and support it to create a culture of dignity and respect for our employees.</p><p>We are proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran or protected veteran status, genetic information and other legally protected characteristics. The EEO Know Your Rights poster is available for your reference. Multnomah County is a VEVRAA Federal Contractor. We request priority protected veteran referrals.</p><p><b>Veterans’ Preference:</b> Under Oregon Law, qualifying veterans may apply for veterans’ preference. Review our veterans’ preference page for details about eligibility and how to apply.</p><p><b>Accommodation under the Americans with Disabilities Act:</b> We gladly provide reasonable accommodation to anyone whose specific disability prevents them from completing an application or participating in this recruitment process. Please contact the recruiter below in advance to request assistance. Individuals with hearing or speech impairments may contact the recruiter through the Telecommunications Relay Service by dialing 711.</p><p><b>Questions?</b></p><p><b>Recruiter:</b></p>Norman Ross<p><b>Email:</b></p><a href="mailto:norman.ross@multco.us" target="_blank">norman.ross@multco.us</a><p><b>Phone:</b></p>+1 (503) 9882568 x82568<p>Application information may be used throughout the entire selection process. This process is subject to change without notice.</p><p><i>Disclaimer: This announcement is intended as a general descriptive recruitment guide and is subject to change. It does not constitute either an expressed or implied contract.</i></p><p><b>Job Profile:</b></p>6020 - Program Technician

Workforce Equity Operations Coordinator

<br>Position Title: Property Coordinator<br> <br>Location:  Houston, TX<br> <br>Full Time/Part Time: Full time | Full time<br> <br>Req ID:  R341-2025<br> <br>Description:  <p>******Unless specifically contracted, resumes from recruiting agencies are not being accepted for this position.****** We are seeking a Property Coordinator to assist and support the Property Manager with the day-to-day management of their portfolio of properties.  Primary focus is related to administrative functions and tenant / vendor relations including, but not limited to the following:  collection of vendor bids and preparation of contracts related to repairs, maintenance and Capital Improvement projects; review and coding of all vendor invoices; coding and processing of all Job Cost related documents; re-class of expenses; coordination of vendor work, annual inspections (ex. Fire systems, alarm systems, backflows etc.), open &amp; close of utility accounts; vacancy cleanouts and vacancy profiles; assist Property Manager in maintaining Emergency Response Plans for each site, including current contact information for all “first responders”, tenants, utilities, etc.; assist Property Manager with the preparation of annual budgets; coordination of travel and expense reports;</p><p>Daily review and response to cases logged in Kimco’s Customer Service platform; issue work orders to vendors and follow-up to ensure work orders have been completed; maintain a Best-In-Class relationship with tenants via verbal and written communications.</p><p>Requirements:</p><ul><li><p>Background in retail commercial real estate </p></li><li><p>At least two years of experience in a fast-paced corporate setting </p></li><li><p>Proficiency in the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook and Access)</p></li><li><p>Bachelor's degree or equivalent working experience</p></li><li><p>Prior administrative experience</p></li></ul><p>** Kimco Realty is an Equal Opportunity Employer – Veteran/Disability **</p><br> <br>About Us:  <p>Kimco's mission is to create destinations for everyday living that inspire a sense of community and deliver value to our many stakeholders.</p><br><p>Kimco Realty® (NYSE: KIM) is a real estate investment trust (REIT) and leading owner and operator of high-quality, open-air, grocery-anchored shopping centers and mixed-use properties in the United States. The company’s portfolio is strategically concentrated in the first-ring suburbs of the top major metropolitan markets, including high-barrier-to-entry coastal markets and Sun Belt cities. Its tenant mix is focused on essential, necessity-based goods and services that drive multiple shopping trips per week.</p><br><p>Publicly traded on the NYSE since 1991 and included in the S&amp;P 500 Index, the company has specialized in shopping center ownership, management, acquisitions, and value-enhancing redevelopment activities for more than 65 years. With a proven commitment to corporate responsibility, Kimco Realty is a recognized industry leader in this area. As of June 30, 2025, the company owned interests in 566 U.S. shopping centers and mixed-use assets comprising 101 million square feet of gross leasable space. </p><br><br><br><br><p>PI278635489</p>

Kimco Realty Corporation

Property Coordinator

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses</li><li>Degree and/or other professional certifications 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>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>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!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $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>Series 07 - FINRA<h3>Category:</h3>Customer Service

Fidelity Investments

Financial Representative - Irvine, CA

<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 - Del Mar, CA

<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>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Paramus, NJ

<h3>Job Description:</h3><p>The Position:</p><p>Quantitative Research and Investments (QRI) is seeking a highly motivated data expert in the domain of portfolio risk analytics to join a risk platform operations team responsible for ensuring that all vendor and internal portfolio risk analytics used for risk management and portfolio construction across Fidelity are delivered consistently, accurately and on a timely basis.</p><p>The Risk Platform Operations team are the stewards of risk analytics data for Fidelity Asset Management. They focus on quality control of all data that feeds into portfolio risk analytics, including security factor exposures and proxies, factor returns and covariance matrices, fundamentals data, security T&amp;Cs, and portfolio holdings. </p><p>In this role, you will utilize domain expertise necessary to root-cause daily issues effectively, work with internal and external data providers to resolve issues at source, answer portfolio and risk manager questions, and develop automated systems for identifying data quality issues. </p><p>The Value You Deliver: </p><p>Act as the steward of data assets used in risk management and portfolio construction<br>Be responsible for a quality services effort to respond to data quality issues in overnight feeds, enabling fast and seamless responses to upstream issues and insulating production and research from them<br>Update and verify the multi factor risk model inputs and outputs before delivery to clients<br>Enable Fidelity Asset Management’s access to accurate, timely and relevant portfolio risk analytics, working closely with key technology and business partners to correct data quality issues at source<br>Analyze systems and processes to find efficiencies and improve accuracy and timeliness of reporting</p><p><br>The Skills You Bring:</p><p>Experience with market risk models from vendors such as Barra, Axioma, Northfield, or Bloomberg<br>Highly analytical with the ability to quickly comprehend large data sets, develop and implement the right quality controls for these datasets<br>Highly proactive and self-motivated with the ability to meet objectives under minimal direction<br>Experience with vendor-provided risk data and capabilities, including Bloomberg PORT, BarraOne, RiskManager and/or Axioma<br>Experience in security, company, portfolio, and index-level information used in financial industry, including pricing for various security types (equities, bonds, derivatives) and construction of holdings<br>Experience in SQL, Python, Snowflake and / or Oracle and related tools and DQ frameworks</p><p><br>The Expertise You Have:</p><p>Bachelor’s degree (or higher) in mathematics, statistics, engineering, computer science, finance, or another quantitative field<br>3+ years’ experience in global data operations and/or support teams in peer firm(s) with a demonstrable track record delivering the value described for this role<br>Experience with methods, tools, statistics, and best practices for autonomous and discretionary anomaly detection, and data quality workflow<br>Excellent written and verbal communication skills; experience working with both technical and investment teams<br>Proven track record of working with complex data environments and associated technology and analytics infrastructure needed to support these environments<br>Demonstrated ability to root-cause data quality issues in complex environments and work with other teams and data providers to correct issues at source<br>Experience in creating automated processes to identify errors to ensure high quality of data to support the investment process<br>Experience in documenting essential procedures and calculations, and validating data<br>Investment Management business domain expertise across some combination of risk management, portfolio management, trading and investment operations</p><p><br>The Team:</p><p>The Risk Platform Operations team is an integral part of the Quantitative Research and Investing (QRI) division in Asset Management. QRI is responsible for the management and development of quantitative investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s fundamental investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.</p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights

Associate, Quantitative Data Operations

<h3>Job Description:</h3><p><strong>Analyst, Fidelity Consulting </strong></p><p><strong>The Role </strong></p><p>As an Analyst, you will provide your expertise meaningfully to projects that seek to tackle Fidelity’s most pressing business challenges. You will: deliver discreet analyses and research, contribute to breakdown and synthesis of problems, and offer your points of view towards a broader business conversation, all while working reciprocally in a team setting. In addition to project work, you will be given opportunity to partake in independent or small group projects to develop creative new ideas for Fidelity.</p><p><strong>The Expertise &amp; Skills you bring </strong></p><ul><li><p>You hold a bachelor’s degree</p></li><li><p>You have 2-3 years of work experience; prior management consulting, strategy, financial services or similar experience preferred</p></li><li><p>Experience with team project work, general management, and/or analytics and conceptual problem solving</p></li><li><p>Analytically minded with strong written and verbal communication skills</p></li><li><p>The expert ability to create business insights and participate in all-star teams</p></li><li><p>You have strong research and problem-solving skills, including the ability to synthesize findings and develop practical, concrete recommendations</p></li><li><p>You demonstrate a high degree of professional integrity in verbal and written communication, suitable for executive-level conversations</p></li><li><p>Your intellectual curiosity and tenacity to develop creative approaches to problem solving</p></li><li><p>You have a strong attention to detail and comfort with ambiguity</p></li><li><p>You possess a can-do attitude and eagerness to learn</p></li><li><p>You have proven experience working on consulting teams to address business challenges for clients / business partners, or experience in an analytic role in the Financial Services industry</p></li></ul><p>Note: Fidelity is not providing immigration sponsorship for this position</p><p><strong>The Team</strong></p><p>Fidelity Consulting (FC) consists of ~100 top talent strategy consultants who work across the Fidelity enterprise to inspire, identify, and define new paths for Fidelity’s future. Fidelity Consulting addresses strategic challenges and opportunities with thoughtful, rigorous, and provocative points of view by attracting diverse top talent and developing them into Fidelity’s future leaders. We deliver value in a variety of ways, from leading small group projects focused on growth and innovation, to consulting on enterprise-wide initiatives. As a part of the FC team, you will gain exposure to a wide variety of strategic business challenges – preparing you for increasing leadership roles and advancing your career.</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>

Analyst, Fidelity Consulting

<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 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 - Indianapolis, IN

<h3>Job Description:</h3><p><strong>The Position:</strong></p><p>Quantitative Research and Investments (QRI) is seeking a highly motivated data expert in the domain of portfolio risk analytics to lead a Risk Platform Operations team responsible for ensuring that all vendor and internal portfolio risk analytics used for risk management and portfolio construction across Fidelity are delivered consistently, accurately and on a timely basis.</p><p>The Risk Platform Operations team are the stewards of risk analytics data for Fidelity Asset Management. They focus on quality control of all data that feeds into portfolio risk analytics, including security factor exposures and proxies, factor returns and covariance matrices, fundamentals data, security T&amp;Cs, and portfolio holdings. In this role, you will provide data expertise to portfolio and risk managers who use portfolio risk models and engineering teams which build production processes around them.</p><p>This leader will mentor more junior members of the team, helping them gain the domain expertise necessary to root-cause daily issues effectively, work with internal and external data providers to resolve issues at source, answer investor questions, and develop automated systems for identifying data quality issues.</p><p><strong>The Value You Deliver:</strong> </p><ul><li><p>Contribute to the data model design and lead the management and stewardship of data assets used in risk management and portfolio construction</p></li><li><p>Manage a quality services effort to respond to data quality issues in overnight feeds, enabling fast and seamless responses to upstream issues and insulating production and research from them, while building and tracking data quality KPIs</p></li><li><p>Update and verify the multi factor risk model inputs and outputs before delivery to clients</p></li><li><p>Enable Fidelity Asset Management’s access to accurate, timely and relevant portfolio risk analytics, working closely with key technology and business partners to correct data quality issues at source</p></li><li><p>Analyze systems, processes and data provider relationships to find efficiencies and improve accuracy and timeliness of reporting</p></li><li><p>Mentor junior analysts to help them grow their data domain, data operations and security modeling skill sets</p></li></ul><p><strong>The Skills You Bring:</strong></p><ul><li><p>Extensive experience with market risk models from vendors such as Barra, Axioma, Northfield, or Bloomberg</p></li><li><p>Highly analytical with the ability to quickly comprehend large data sets, develop and implement the right quality controls for these datasets</p></li><li><p>Highly proactive and self-motivated with the ability to meet objectives under minimal direction providing oversight and mentorship to junior team members</p></li><li><p>Experience in security, company, portfolio, and index-level information used in financial industry, including pricing for various security types (equities, bonds, derivatives) and construction of holdings</p></li><li><p>Experience in SQL, Python, Snowflake and / or Oracle and related tools and DQ frameworks</p></li></ul><p><strong>The Expertise You Have:</strong></p><ul><li><p>Bachelor’s degree (or higher) in mathematics, statistics, engineering, computer science, finance, or another quantitative field</p></li><li><p>5+ years’ experience in global data operations and/or support teams in peer firm(s) with a demonstrable track record delivering the value described for this role</p></li><li><p>Experience with methods, tools, statistics, and best practices for autonomous and discretionary anomaly detection, and data quality workflow</p></li><li><p>Excellent written and verbal communication skills; experience working with technical, investment and senior leadership teams</p></li><li><p>Experience as a leader in a team environment, mentoring junior associates, ideating process improvements and influencing partner teams</p></li><li><p>Proven track record of working with complex data environments and associated technology and analytics infrastructure needed to support these environments</p></li><li><p>Demonstrated ability to root-cause data quality issues in complex environments and work with other teams and data providers to correct issues at source</p></li><li><p>Experience in creating automated processes to identify errors to ensure high quality of data to support the investment process</p></li><li><p>Experience in documenting essential procedures and calculations, and validating data</p></li><li><p>Investment Management business domain expertise across some combination of risk management, portfolio management, trading and investment operations</p></li></ul><p><strong>The Team:</strong></p><p>The Risk Platform team is an integral part of the Quantitative Research and Investing (QRI) division in Asset Management. QRI is responsible for the management and development of quantitative investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s fundamental investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.</p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights

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