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<h3>Job Description:</h3>The Department 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. The Position Portfolio Analyst, Private Credit SAI has established a growing team to support the investment process and execution of 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 Credit Portfolio Analyst will report to the Group Leader of Fundamental Model Management and work closely with the Private Credit Portfolio Manager to support investment decisions, financing, analytics, reporting, monitoring and executions of private credit investments. From a day to day the role will include, but not limited to:<ul><li>Collaborate closely with the investment teams, finance specialists, tax, legal, and compliance to deliver finance support during investment, divestment, restructuring, and loan financing activities.</li><li>Manage line of credit and leverage facilities for private fund</li><li>Manage key financial controls for asset portfolios – i.e. cash management, expenses, and liquidity</li><li>Lead as deal execution point of contact with external and internal counterparties</li><li>Partner with operations team to fulfil all operational requirements, including liaising with banks on funding requirements</li><li>Oversee investment holdings, review periodic valuation and performance analytics</li><li>Use tools and business knowledge to continuously provide insightful information, reporting and analytics that evolve with changes in the business</li><li>Support ongoing and ad-hoc analyses</li><li>Identify gaps in current workflow and take a proactive approach to drive operational front-mid-back process improvements and efficiencies, and reduce operational risks</li></ul>This role provides an exciting opportunity to join a growing team designing the investment process, resources and platform. The Expertise We’re Looking For<ul><li>Bachelor’s Degree or equivalent experience required, MBA or CFA optional</li><li>Minimum of 3-5 years in the direct lending / private credit space</li><li>Knowledge of warehousing, finance, lines of credit, supporting deal teams as they originate, close and fund new direct lending transactions</li><li>Previous experience in negotiating and managing of credit arrangements for new business and renewals of existing credit arrangements</li><li>Proven ability to interact with, assess, and build relationships internally as well as externally, with investment teams, attorneys, banks, agents and other deal sources</li><li>Previous experience with deal closing, including credit agreement documentation and or other relevant legal documentation</li><li>Excellent communication skills (written and verbal) with an ability to clearly articulate relevant key learnings and insights</li><li>Self-starter with a willingness to be flexible and take on additional responsibilities depending on the needs of the business</li><li>Proven ability to work collaboratively in team environments</li><li>Strong proficiency in Microsoft Office</li></ul>LocationBoston, MassachusettsThe base salary range for this position is $90,000 - $175,000 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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3><h3>Category:</h3>Investment Professionals

Fidelity Investments

Portfolio Analyst, Private Credit

<h3>Job Description:</h3>Job TitleAudit Manager The Role Are you looking for a position to grow your business and auditing skills, expand your knowledge of financial services, and give you the opportunity to problem solve with some of the best minds in the industry? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit! As an Audit Manager you will provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation is to drive positive change throughout the firm. The Expertise and Skills You Bring <ul><li>BA/BS in Accounting, Finance, or related field of study. </li></ul><ul><li>Professional audit certifications (e.g., CPA, CIA, CISA) and/or registration/licensing preferred. </li></ul><ul><li>5-7 years of external and internal audit or related experience, preferably in financial services. </li></ul><ul><li>In-depth knowledge of audit practices, tools, techniques, concepts, and trends </li></ul><ul><li>Teammate and leader who works constructively with others to achieve team goals and provide departmental thought leadership. </li></ul><ul><li>Ability to work simultaneously on multiple tasks and lead team priorities and workload. </li></ul><ul><li>Strong problem solving and analytical skills. </li></ul><ul><li>Commitment to innovative, collaborative, and digital working style. </li></ul><ul><li>Strong presentation, written, and interpersonal communication skills. </li></ul><ul><li>Hands-on work style and ‘can do’ attitude with a strong desire to make things happen. </li></ul><ul><li>Knowledge of the brokerage business including retail and/or institutional client product offerings and services and industry regulations preferred. </li></ul><ul><li>Knowledge in IT general controls is a plus. </li></ul>The Team The Audit Manager will be responsible for performing business and/or integrated audits in support of Fidelity’s businesses. Key areas of focus include developing hypotheses around risk and controls, providing input to the development of the integrated audit plan, and collaborating with a successful team. Responsibilities include and are not limited to: <ul><li>Works with business and technology management to build an understanding of complex functions. </li></ul><ul><li>Workflows end-to-end business processes and supporting technologies, highlighting risks and controls embedded throughout the function. </li></ul><ul><li>Leverages audit automation tools in the evaluation of business operations and systems. </li></ul><ul><li>Performs and reviews audit test work including organizing and analyzing data, testing controls and documenting results. </li></ul><ul><li>Applies strategic and data analytics concepts, principles, and techniques to more efficiently and effectively identify control deficiencies. </li></ul><ul><li>Drafts audit reports that provide a clear description of issues identified, related implications to the business or enterprise as a whole and management action plans to resolve the issues. </li></ul><ul><li>Coaches and mentors Analysts and Senior Analysts on the team. </li></ul><ul><li>Builds deep working relationships with audit teams and clients. </li></ul>The base salary range for this position is $80,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Audit

Audit Manager

<h3>Job Description:</h3><h3>Job Title: Director, Asset Management Treasurers Office, SOX Oversight</h3><h3>The Role</h3>As a Director in the Asset Management’s Treasurers Office, you will play a key role in the oversight of the Sarbanes Oxley (SOX) Compliance programs for Fidelity’s alternative and retail funds. In this role you will provide support for the SOX 404 risk assessment, overall SOX program governance and continuous improvement across multiple products to ensure compliance with the requirements. You will think and work across Fidelity, partnering with Fidelity Fund and Investment Operations, and with key business partners in Legal, Compliance, and Risk.<h3>The Expertise And Skills You Bring </h3><ul><li>Bachelor's degree in accounting or related field.</li><li>Minimum 9+ years industry or equivalent experience.</li><li>5+ years mutual fund accounting, financial reporting, public accounting or related financial experience.</li><li>MBA/CPA a plus.</li><li>Advanced knowledge of the mutual fund business, investment types and alternative investment products.</li><li>Strong technical accounting and regulatory knowledge, including SOX 404.</li><li>Knowledge of operational risk management and internal controls, governance and oversight processes.</li><li>Excellent organizational and problem-solving skills and attention to detail and dedication to accuracy.</li><li>Excellent communication skills and ability to summarize and present sophisticated financial data in clear, organized, concise manner.</li><li>Strong collaboration skills and an ability to work optimally across business units.</li><li>Ability to work independently as well as in a team environment.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>The Asset Management Treasurers Office provides fiduciary oversight of Fidelity’s funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds’ Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds. In addition to overseeing Fidelity’s existing products, we also actively support Asset Management’s efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation.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. This does not apply to roles listed as Remote or Onsite. #FidelityAlts The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Investment Operations

Director, Asset Management Treasurers Office, SOX Oversight

<h3>Job Description:</h3>Job TitleAudit Senior Manager The Role Are you looking for a position to grow your business and auditing skills, expand your knowledge of Fidelity’s Asset Management business, and give you the opportunity to problem solve with some of the best minds in the industry? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit! As an Audit Senior Manager, you will provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation is to drive positive change throughout the firm. The Expertise and Skills You Bring <ul><li>BA/BS in Accounting, Finance, or related field of study. </li></ul><ul><li>Professional audit certifications (e.g., CPA, CIA, CISA) and/or registration/licensing preferred. </li></ul><ul><li>7-10 years of external and internal audit or related experience, preferably in financial services. </li></ul><ul><li>Asset management, managed accounts, and/or associated middle and back office experience is a plus. </li></ul><ul><li>In-depth knowledge of audit practices, tools, techniques, concepts, and trends </li></ul><ul><li>Teammate and leader who works constructively with others to achieve team goals and provide departmental thought leadership. </li></ul><ul><li>Ability to work simultaneously on multiple tasks and lead team priorities and workload. </li></ul><ul><li>Strong problem solving and analytical skills. </li></ul><ul><li>Commitment to innovative, collaborative, and digital working style. </li></ul><ul><li>Strong presentation, written, and interpersonal communication skills. </li></ul><ul><li>Hands-on work style and ‘can do’ attitude with a strong desire to make things happen. </li></ul><ul><li>Knowledge in IT general controls is a plus. </li></ul>The Team The Audit Senior Manager will be responsible for leading business and/or integrated audits in support of Fidelity’s asset management, managed accounts, and other businesses. Key areas of focus include developing hypotheses around risk and controls, providing input to the development of the integrated audit plan, and collaborating with a successful team. Responsibilities include and are not limited to: <ul><li>Works with business and technology management to build an understanding of complex functions. </li></ul><ul><li>Reviews end-to-end business processes and supporting technology workflows prepared by the team to ensure they capture risks and controls embedded throughout the function. </li></ul><ul><li>Leverages audit automation tools in the evaluation of business operations and systems. </li></ul><ul><li>Performs and reviews audit test work including organizing and analyzing data, testing controls, and documenting results. </li></ul><ul><li>Applies strategic and data analytics concepts, principles, and techniques to more efficiently and effectively identify control deficiencies. </li></ul><ul><li>Reviews audit reports drafted by the team to ensure issues identified, including resulting management action plans, are clearly described and include related implications to the business or enterprise as a whole. </li></ul><ul><li>Coaches and mentors Analysts and Senior Analysts on the team. </li></ul><ul><li>Builds deep working relationships with audit teams and clients. </li></ul><h3>Certifications:</h3><h3>Category:</h3>AuditMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Audit Senior Manager

<h3>Job Description:</h3>Analyst, Fidelity Consulting The Role 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.The Expertise &amp; Skills you bring <ul><li>You hold a bachelor’s degree</li><li>You have 2-3 years of work experience; prior management consulting, strategy, financial services or similar experience preferred</li><li>Experience with team project work, general management, and/or analytics and conceptual problem solving</li><li>Analytically minded with strong written and verbal communication skills</li><li>The expert ability to create business insights and participate in all-star teams</li><li>You have strong research and problem-solving skills, including the ability to synthesize findings and develop practical, concrete recommendations</li><li>You demonstrate a high degree of professional integrity in verbal and written communication, suitable for executive-level conversations</li><li>Your intellectual curiosity and tenacity to develop creative approaches to problem solving</li><li>You have a strong attention to detail and comfort with ambiguity</li><li>You possess a can-do attitude and eagerness to learn</li><li>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</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamFidelity 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.The base salary range for this position is $60,000-115,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Program/Project Management

Analyst, Fidelity Consulting

<h3>Job Description:</h3><h3>Engagement Lead, Fidelity Consulting </h3>The Role As Engagement Lead, you lead the day-to-day management of strategy projects critical to Fidelity Businesses. Our projects aim to solve Fidelity’s most critical business issues, and your role is highly valued by business leaders to drive critical thinking of strategic initiatives forward. The project management and business partner relationship support that you provide to the team and our internal clients helps craft the future of Fidelity’s businesses. These projects are typically staffed with three to six associates over a four to six-month timeframe. Your role is to help scope the project, lead and manage workstreams, develop your team, and partner with senior Fidelity business leaders to drive successful outcomes. The Expertise &amp; Skills you bring <ul><li>You hold an MBA.</li><li>The position requires significant management consulting, strategy, or similar experience with at least one year in the project manager role, preferably with a premier consulting firm or in a strategy group.</li><li>You have 7-10 years of work experience, including pre-MBA experience; consulting, strategy or financial services industry experience is a plus.</li><li>Demonstrated interest or experience in the financial services industry, particularly in the intermediary and institutional space.</li><li>You must have outstanding analytical, communication, conceptual thinking, project management and problem-solving capabilities.</li><li>You have both the flexibility and the skill to lead and contribute to teams.</li><li>Experience with project and team management, specifically including strategy development, evaluation of new products and services, and business transformation</li><li>Understanding and knowledge of the financial intermediary and institutional industry, including but not limited to, industry dynamics, client needs, emerging trends, new products or solutions, and competitive landscape</li><li>Understanding of key intermediary and institutional activities including but not limited to investment sales, capital markets, advisor solutions and go-to-market strategies.</li><li>Ability to synthesize analysis and research into strategic insights and practical recommendations, including strategic analysis, financial analysis, operational analysis, and primary/secondary research</li><li>Capable of influencing middle to senior management through both personal interactions as well as the creation and delivery of presentations</li><li>Ability to assess risk and operationalize findings - turning research into actions</li><li>Proficient in quantifying challenges and requirements related to execution</li><li>Driver of decisions in complex environments with multiple partners</li><li>Skilled in building relationships with peers and executives in a variety of capacities</li><li>A desire to work with people development and mentoring</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamFidelity 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.The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Consulting

Engagement Lead

<h3>Job Description:</h3>The RoleDo you want to join a team focused on developing Next-Gen capabilities in Technology Risk? The Enterprise Technology Risk &amp; Analytics (ETRA) group is seeking a passionate, driven professional to join the team!In the role, you will:<ul><li>Help enhance and manage the risk core program activities, including defining and executing the technology risk strategy, data program, and working with Technology, Operations and Risk teams to holistically manage technology risk related to Data, and Artificial Intelligence.</li><li>Work closely with the various ETRA Business Unit teams and Centers of Excellence which includes performing proactive risk and control assessments, analyzing and where applicable, driving automation solutions for technology controls and overseeing remediation plans.</li><li>Provide appropriate risk and controls consulting on technology risk and governance activities and engage with Technology teams, Senior leadership, and Internal and External Audit teams.</li></ul>The Expertise You Bring<ul><li>Bachelor's degree or equivalent experience in technology, computer science, or related field (or currently pursuing).</li><li>Preferred - technical abilities in multiple areas (e.g., technology infrastructure and application controls, Database Administration, Snowflake, cyber security, access management, cloud, resiliency, etc.)</li><li>Interest or Experience in learning about technology risk, data management, and AI concepts.</li><li>Basic understanding of technology systems or willingness to learn (e.g., databases, cloud platforms).</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamYou will report to the Data and AI Risk Center of Excellence Director and Lead. The team oversees the management of controls, and the mitigation of risk related to sensitive data, data storage subsystems (such as relational database, data lake and warehouse technologies) and controls related to data management and governance. You will also harness AI-driven capabilities and partner closely with Product Managers, Risk, and Data Scientist to review a wide array of technologies from a vendor, and technology risk perspective. Technology Risk is part of the broader Legal, Risk and Compliance (LRC) group and partners with Corporate Audit, Enterprise Compliance, and Security to protect the interests of our customers, our employees, and Fidelity’s brand. You will also work closely with Fidelity technology and business owners, Fidelity Data Architecture, Enterprise Digital Compliance, Business Unit Operations Risk and Compliance teams, Enterprise Cybersecurity (ECS), Information Security Officers (ISOs), the Corporate Audit team, Fidelity external auditors and regulators.<h3>Certifications:</h3><h3>Category:</h3>Information TechnologyMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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

<h3>Job Description:</h3>Job Description<h3>Consultant, Fidelity Consulting </h3>The Role As a Consultant, you will partner to drive projects that seek to tackle Fidelity’s most pressing business challenges. The Consultant works on an all-star team in support of Fidelity’s business challenges and emerging initiatives You will: contribute and deliver discreet analyses and research, contribute to breakdown and synthesis of problems, and offer your points of view towards a broader business conversation.The Expertise &amp; Skills you ring<ul><li>You hold a bachelor’s degree</li><li>You have 3-5 years of work experience; prior management consulting, strategy, financial services or similar experience preferred</li><li>Experience with team project work, general management, and/or analytics and conceptual problem solving</li><li>Analytically minded with strong written and verbal communication skills</li><li>The expert ability to create business insights</li><li>You are a measured, focused and results driven individual and an ambitious team player</li><li>You have strong research and analytical skills, including the ability to synthesize findings and develop practical, concrete recommendations</li><li>You demonstrate a high degree of professional integrity in verbal and written communication, suitable for executive-level conversations</li><li>Tenacious attitude and intellectual curiosity</li><li>You have strong attention to detail and comfort with ambiguity</li><li>You are confident and strive for continuous self-improvement</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamFidelity 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.The base salary range for this position is $80,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Consulting

Consultant, Fidelity Consulting

<h3>Job Description:</h3>Retirement Analyst, Center of Excellence – Back Office Administration Team The RoleYour key responsibilities will be around the administration of defined benefit (DB) pension plans on behalf of our clients and their participants. This includes second-signing and processing pension (and possibly defined contribution and post-retirement health &amp; welfare) transactions. Other key responsibilities for this Grade 4 position include performing and reviewing pension benefit calculations, working with data, reviewing forms &amp; letters that are used to communicate with participants and beneficiaries, working with pension disbursements, and interacting with colleagues to provide information to plan sponsors, participants, beneficiaries, and third parties. Our talented team of professionals is looking for someone who enjoys a fast-paced environment and can provide both high-quality work and an extraordinary customer experience! This role is responsible for:<ul><li>Acting as a subject matter expert on end-to-end administrative processes, participant issue resolutions, disbursements, and data updates</li><li>Serving as an expert on multiple clients’ plan provisions, processes, and calculations (including maintaining documentation on these items)</li><li>Completing client requests, responding to participant inquiries, and analyzing/solving data and other complex issues</li><li>Participating in special projects (e.g., new client implementations, divestitures, mergers, corporate actions, etc.) related to DB administration services</li><li>Performing peer-review of work completed by other team members to ensure the product is accurate and of the highest quality</li><li>Reading and interpreting client plan documents/amendments, sample calculations, SPDs, plan provisions, plan administration manuals, and other documentation</li><li>Analyzing, reviewing, and guiding client teams to the resolution of escalated client or participant issues</li><li>Coaching and mentoring junior staff</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s Degree or equivalent work experience</li><li>5+ years of defined benefit experience working for a benefits consulting firm or plan sponsor</li><li>Excellent mathematical and analytical skills</li><li>Exemplary critical thinking and problem-solving skills</li><li>Ability to balance and prioritize multiple projects in a fast-paced work environment</li><li>Aptitude to work within budgeted timeframes to maintain client profitability without sacrificing quality</li><li>Technically inclined with Microsoft Excel and Word applications</li><li>Experience working directly with, or personally programming, DB calculation algorithms in Excel or other pension administration software applications</li><li>Ability to query, modify, set-up, and review test cases used to test pension administration systems (including data, calculations, forms &amp; letters, disbursements, etc.)</li><li>Experience working with pension disbursements – this includes initial pension payment set-ups, changes, stops, death processing, and reconciliations</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Value You BringYou bring a unique blend of resilience, initiative, and strategic thinking that enables you to thrive in fast-paced, ambiguous environments. A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement.<ul><li>Entrepreneurial and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add value.</li><li>Collaborative Team Player: Work well across teams, valuing diverse perspectives and fostering a culture of trust and shared success.</li><li>Resourceful and Organized: Adept at juggling multiple priorities—while staying focused and organized.</li><li>Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow both personally and professionally.</li><li>Comfortable with Ambiguity: Excel in environments where the path isn’t always clear, using strategic thinking and adaptability to navigate uncertainty.</li><li>Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across stakeholders.</li><li>Leadership-Oriented: Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal.</li></ul>The TeamThis role will reside within Workplace Consulting’s Center of Excellence (COE) organization on the Back Office Administration Team. The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: <a href="https://www.fidelityworkplace.com/s/workplaceconsulting" target="_blank">https://www.fidelityworkplace.com/s/workplaceconsulting</a>The base salary range for this position is $67,000-127,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Consulting

Retirement Analyst, Fidelity Workplace Consulting

<h3>Job Description:</h3>Senior Analyst, Equity Investment Services The RoleAs a Senior Analyst, Equity Investment Services (EQIS) at Fidelity Investments, you will play a critical role partnering with our EQIS team and cross functional partners to support the Equity Portfolio Management team. This is an outstanding opportunity to apply your analytical, project management, and interpersonal skills to deliver data-driven insights to support investment decisions. The individual must:<ul><li>Communicate effectively with many levels of management</li><li>Be comfortable working with investors and have an interest in understanding the investment process</li><li>Demonstrate sound judgment and problem-solving skills when faced with uncertainty or shifting priorities</li><li>Demonstrate a passion for leveraging technology to deliver scalable, long-lasting solutions to complex business challenges</li><li>Be creative and resourceful in responding to time-sensitive ad hoc requests</li><li>Have a familiarity with Equity investment tools, reports, data, and processing</li></ul>Responsibilities<ul><li>Lead projects in support of Equity’s strategic initiatives and business operations</li><li>Develop and implement workflows to support and scale the Equity business</li><li>Liaise and manage relationships with multiple internal groups who support Equity as well as external vendors on implementation activities</li><li>Partner with the Equity management team to develop and deliver periodic and ad-hoc analytics that enable data-driven decision-making</li><li>Coordinate with technology partners and key stakeholders to develop and refine requirements and prioritization needs across Equity</li><li>Guide discussions and activities to ensure clear communication and collaboration among Equity business partners</li><li>Manage and communicate program status to stakeholders of various initiatives</li><li>Identify and articulate program risks and help to resolve issues as they surface</li></ul>The Expertise and Skills You Bring<ul><li>3-5 years’ work experience in or working with investment operations in financial services industry</li><li>Bachelor’s Degree</li><li>Strong communication and analytical skills</li><li>Must be highly organized, meticulous, detail oriented and can work independently</li><li>Effective relationship management skills across numerous strategic business partners</li><li>Demonstrated experience utilizing Python and SQL to streamline workflows, automate repetitive tasks, and deliver actionable data insights.</li><li>Ability to perform multiple tasks simultaneously and comfortable in an environment of shifting priorities</li><li>Excellent judgment, issue management, and problem-solving skills</li><li>Self-motivated, comfortable taking the initiative, and meet deadlines independently</li><li>Positive attitude and 'can do' work ethic</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.The TeamThe role is part of the Asset Management Compliance, Risk and Business Operations (CRBO) team, which is comprised of: AM Compliance, AM Risk, Business Operations and Strategy, Counterparty Research &amp; Analytics, Investment Services and Investment Risk Management. The teams work together to support AM’s strategic goals while being the best partner to the business to protect our clients via proactive compliance monitoring, risk oversight and strategic business planning. While part of CRBO, the role is aligned with the priorities of the Equity organization.The base salary range for this position is $85,000-171,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Investment Operations

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