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<h3>Job Description:</h3>Senior Associate – Global Financial Controls Center of Excellence The Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates the design and operating effectiveness of key financial controls through integrated reviews of key business units including Workplace Investing, Fidelity Wealth, Fidelity Brokerage, Fidelity Institutional, Fund and Brokerage Operations and Technology, Asset Management, Corporate Services, Fidelity Investments Life Insurance, international sites (India &amp; Ireland) and advisory reviews over strategic initiatives.The Senior Associate role will deliver significant value to the business by assessing relevant risks and key controls supporting the firm’s financial processes and systems through integrated audits. This role will partner with Business Unit Controllers, other risk groups, process, and control owners as well as GFC associates. This role will provide excellent opportunities to learn about Fidelity’s many business units, key financial processes, and systems. This role will report to a Senior Manager or a Director within the GFC function.The Expertise and Skills You Bring<ul><li>Bachelor’s Degree or above in relevant fields (e.g., Accounting, Finance, Information Technology)</li><li>3-6 plus years of relevant progressive experience with supporting integrated financial audits</li><li>Professional certification CPA and/or CISA highly desired. Other relevant certifications CISSP and CIA</li><li>Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable</li><li>Direct experience with general accounting concepts including financial statement risks, and controls</li><li>Exposure to IT Application Controls (ITACs), report testing (IPEs) and familiarity with IT General Controls (ITGCs)</li><li>Strong verbal and written communication skills to present information to team members and clients</li><li>Ability to manage competing priorities and workload timely and with the appropriate level of quality</li><li>Strong learning agility to quickly understand and connect key concepts</li><li>Exposure partnering with IT Audit teams in performing integrated audits as a financial controls SME</li><li>Financial services industry experience desirable</li></ul>The Value You Deliver<ul><li>Actively participate as a key member of GFC engagement teams in the execution of integrated reviews</li><li>Support creation of high quality workstream deliverables (e.g., process flows, RCMs, workpaper documentation)</li><li>Discuss findings and improvement opportunities noted with the GFC workstream teams and client contacts</li><li>Effectively manage assigned deliverables in a timely manner and holds self-accountable</li><li>Assess the design and operating effectiveness of key ITACs, manual controls and key reports (IPEs)</li><li>Lead or participate in process walkthroughs with process and control owners</li><li>Cultivate productive relationships with GFC team members and internal business partners</li><li>Support special projects and help co-lead internal training initiatives as appropriate</li><li>High level of professionalism, sense of urgency, and self-motivation</li></ul>The base salary range for this position is $64,000-$121,000 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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’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.<h3>Certifications:</h3><h3>Category:</h3>Audit

Fidelity Investments

Senior Associate, Global Financial Controls - CoE

<h3>Job Description:</h3>The TeamDo you have a desire to bring your alternative investments experience to a top financial services firm? Are you also looking for a position to grow your business and auditing skills 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! You will work with a team dedicated to Fidelity’s growing alternative investments business, provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation and mission is to drive positive change throughout the firm.The Expertise and Skills You Bring<ul><li>7+ years of proven experience in alternative investment vehicle structures preferred. Auditing experience a plus, but not required.</li><li>Proven experience includes alternative fund investment operations (such as trading, portfolio analytics, performance and compliance) and/or alternative fund operations (such as fund administration, accounting, pricing/valuation, distribution or regulatory reporting)</li><li>Undergraduate degree in multiple fields of study accepted.</li><li>Professional certifications (e.g., CPA, CIA, CFA, CFE) not required but a plus. </li><li>Teammate and leader who works constructively with others to achieve team goals and provide departmental thought leadership.</li><li>Ability to work simultaneously on multiple tasks and lead team priorities and workload.</li><li>Strong problem solving and analytical skills.</li><li>Solid understanding of audit practices, tools, techniques, concepts, and trends is a plus</li><li>Commitment to innovative, collaborative, and digital working style.</li><li>Strong presentation, written, and interpersonal communication skills.</li><li>Hands-on work style and ‘can do’ attitude with a strong desire to make things happen.</li></ul>The RoleThe Audit Senior Manager will be responsible for leading business and/or integrated audits in support of Fidelity’s alternative funds/investments 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 a deeper understanding of risks and controls specific to Fidelity’s alternative investments vehicles.</li><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><li>Leverages audit automation tools in the evaluation of business operations and systems.</li><li>Performs and reviews audit test work including organizing and analyzing data, testing controls and documenting results.</li><li>Applies strategic and data analytics concepts, principles, and techniques to more efficiently and effectively identify control deficiencies.</li><li>Prepare audit reports with clearly documented issues and management actions plans and include related implications to the business or enterprise as a whole.</li><li>Coaches and mentors Analysts and Senior Analysts on the team.</li><li>Builds deep working relationships with audit teams and clients.</li></ul><h3>Certifications:</h3><h3>Category:</h3>AuditFidelity’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.

Audit Senior Manager

<h3>Job Description:</h3>Principal Systems Analyst (XTRAC)The RoleFidelity Charitable is seeking a talented Principal System Analyst who is experienced in the Xtrac Application or similar workflow application to work on the National Charitable Services (NCS) Technology Business Process Orchestration (BPO) Center of Excellence (COE) team.<ul><li>The BPO COE seeks to modernize and automate workflows while increasing efficiency, reducing risk, and driving scale and digital engagement. As a COE, we offer continuous assessment of and consultation around offerings available through Fidelity's Advanced Process Solutions (APS); we strive to find the right tool and right solution at the right time to provide the best possible digital, end-to-end solution. In this role, you will work with the existing Principal XTRAC Admins, Product Areas Leads (PALs), Product Owners (PO), NCS Technology Agile Teams, Service and Operational Business users, as well as APS support resources.</li><li>This role requires a combination of strong analytical and critical thinking skills and the ability to self-motivate and prioritize work</li></ul> The Expertise and Skills You Bring <ul><li>Bachelor degree required (preferably in business administration, finance, computer information systems or related fields)</li><li>8+ years of business experience required; Financial Services experience desired</li><li>Practical experience with process design, BPM, workflow, or business process analysis is highly desirable</li><li>Knowledge of Xtrac, BPMN, workflow, analytic and related tools is highly desirable</li><li>XTRAC admin configuration or similar workflow tool management experience is desirable</li><li>8+ years of Client engagement/management experience preferred</li><li>5+ years of information systems experience is preferred</li><li>Experience with Forms.io, Camunda, or Smart Communications is highly desirable</li><li>Sufficient aptitude to continually adapt to changing technology is required</li><li>Proven problem solving, strong critical thinking and troubleshooting ability is required</li><li>Ability to write SQL queries and perform data analysis is required.</li><li>Proven client communications skills using various mediums is highly desirable</li><li>Working knowledge of MS Word, Excel, PowerPoint, is required. Drawi.o or Visio is a plus.</li><li>Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required</li><li>Good communication skills with team and stakeholders</li><li>Lean Process Mapping skills are a plus</li><li>Continuous improvement mindset where mistakes and failures are viewed as opportunities to learn and improve.</li></ul>Configuration, Implementation and Support:Primary work entails designing and configuring workflows using our internally workflow Application, XTRAC. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. As an Administrator of suite of tools managed by our BPO team, you will be required to have a deep understanding of the tools as well as their integrations with each other and with other applications used throughout the business.The Principal System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The Principal Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the BPO solution set. Post implementation maintenance and improvement are required elements of the client relationship. The Principal Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client’s overall satisfaction with BPO Solutions and adoption of preferred workflow platforms, and has frequent client interactions.<ul><li>Document requirements and recommend specific workflow automation solutions to clients</li><li>Design, develop, test, deploy and maintain workflows built with our suite of workflow applications</li><li>Participate in small room and big room planning in an Agile environment</li><li>Participate in and facilitate conference calls as needed</li><li>Identify product and infrastructure dependencies relative to assigned projects or clients</li><li>Collaborate with other associates or functions as needed to support client needs</li><li>Write test cases, test, and facilitate user testing</li><li>Cross Train and may provide some informal training</li><li>Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept.</li><li>Perform and/or support business validation in a production environment after hours when needed</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The TeamFidelity Charitable is the brand name for the Fidelity® Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants.The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change.<h3>Certifications:</h3><h3>Category:</h3>Information TechnologyFidelity’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.

Principal System Analyst (XTRAC)

<h3>Job Description:</h3><h3>The Role</h3>As a Software Engineer in Test, will blend extensive technical experience in test automation with business domain knowledge and data analysis. In an agile structure, you will partner with Squad Leads to implement test automation and execute manual testing to increase efficiencies in testing and support the squad in building highly stable applications that meet business needs. In FFIO Test Engineering Chapter, we work in partnership with squad leaders and squad members that align to FFIO Product Areas to promote testing practices, implement test automation, and execute testing in support of technology-based initiatives.In this role, the SET will be working with a team of technologists passionate about promoting testing practices, implementing test automation, and executing testing with development and business partners!<ul><li>Developing and maintaining automated suites of tests to assess product quality and release readiness</li><li>Train squads on test management</li><li>Collaborate with the team on improving test coverage and overall application health</li><li>Conduct manual testing when needed</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>5+ years of software product experience working on commercially available software</li><li>3+ years of relevant technical experience and experience in test automation</li><li>Experience in Agile / Scrum methodology</li><li>Testing Process and automation experience</li><li>Financial services and agile experience preferred</li><li>Bachelor’s degree or greater is required</li><li>Hands on experience with crafting and maintaining testing frameworks like Junit, Cucumber, Fitnesse</li><li>Intermediate Java skills</li><li>Good understanding of web services testing</li><li>SQL skills is a must</li><li>Data analysis and technical troubleshooting</li><li>Build efficiencies in testing that increase agility and time to deliver business value</li><li>Drive a strong quality practice and influence the Squad to focus on quality in each sprint</li><li>Continuously focus on improving stability and resiliency of critical business processes and applications</li></ul><h3>The Team</h3>In FFIO Test Engineering Chapter, we work in partnership with squad leaders and squad members that align to FFIO Product Areas to promote testing practices, implement test automation, and execute testing in support of technology-based initiatives.<h3>Certifications:</h3><h3>Category:</h3>Information TechnologyFidelity’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.

Senior Software Engineer

<h3>Job Description:</h3>With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategiesThe Expertise We’re Looking For<ul><li>FINRA Series 7 &amp; 63 required prior to hire</li><li>Series 65 and/or 66 and state registrations required within 3 months of hire</li><li>Experience with High Net Worth clients</li><li>A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it</li></ul>The Purpose of Your RoleWe 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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.The Skills You Bring<ul><li>You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele</li><li>Remarkable knowledge of investment products</li><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>Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs</li></ul>The Value You Deliver<ul><li>No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning</li><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>Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments</li></ul>How Your Work Impacts the OrganizationWorking in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!This position will be based in the Biltmore Investor Center in Arizona.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’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.

Financial Consultant - Katy, TX

<h3>Job Description:</h3>With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategiesThe Expertise We’re Looking For<ul><li>FINRA Series 7 &amp; 63 required prior to hire</li><li>Series 65 and/or 66 and state registrations required within 3 months of hire</li><li>Experience with High Net Worth clients</li><li>A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it</li></ul>The Purpose of Your RoleWe 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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.The Skills You Bring<ul><li>You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele</li><li>Remarkable knowledge of investment products</li><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>Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs</li></ul>The Value You Deliver<ul><li>No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning</li><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>Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments</li></ul><h3>Our Investments in You</h3>We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs(opens in a new tab)</a> are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements</li><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://youtu.be/g4cxE1KfmJ4" target="_blank">Benefits at Fidelity Investments(opens in a new tab)</a></li><li>Click here for a story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt(opens in a new tab)</a></li></ul><h3>How Your Work Impacts the Organization</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!<h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’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.

Financial Consultant - Greenwich, CT

<h3>Job Description:</h3>The Data Science Team within Asset Management Technology, Quant Research and Development, is seeking a highly motivated and technically proficient data scientist who is passionate about applying advanced technologies in investment management domain. This individual will act as the technical lead and collaborate with quants, strategic investment professionals to learn, propose, prototype and ultimately deliver scalable and effective solutions using machine learning, artificial intelligence, graph learning and LLMs etc.This position can be located in Boston, Jersey CityTHE EXPERTISE AND SKILLS YOU BRING<ul><li>Advanced degree in Computer Science, Engineering, Mathematics, Computational Statistics, Operations Research, Quantitative finance or related technical fields.</li><li>5+ years of prior work experience as a data scientist if MS degree, 3+ years with Ph.D. degree.</li><li>Proficiency in developing supervised/unsupervised learning models and/or optimization theory. </li></ul><ul><li>Good knowledge of neural network, deep learning and optimization theory; Experience with Natural Language Processing (NLP) and/or Generative AI.</li><li>Proficient programming skills in Python/PyTorch/TensorFlow/Keras and SQL.</li></ul><ul><li>Proven track record in model evaluation, tuning, performance, operationalization, scalability of scientific techniques, and establishing decision strategies.</li><li>Experience in investment management projects involving multi-asset quantitative modeling, tax loss harvesting and portfolio construction.</li><li>Ability to translate technical topics to non-technical audiences, previous roles to support portfolio managers and/or quantitative &amp; fundamental research teams are a big plus</li><li>Passionate about staying ahead of the industry with the latest advancements in AI and machine learning, and eager to drive innovation.</li><li>Ph.D. degree is preferred, and CFA is a plus</li></ul>THE TEAMThe Quant technology team is at the frontier of Fidelity Technology and delivers scalable, innovative, industry-leading investment tools that enable Asset Management to achieve a global advantage. Our work in this groundbreaking initiative will contribute significantly to Asset Management's investment performance and scale and efficiency objectives.<h3>Certifications:</h3><h3>Category:</h3>Data Analytics and InsightsFidelity’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.

Director, Data Science

<h3>Job Description:</h3>The Group Headquartered in Boston, the High Income &amp; Alternatives group manages over $100 billion in assets under management (AUM). The group’s investments span “across the capital structure,” including high-yield bonds, leveraged loans, convertible bonds, alternative credit, structured credit, and equities. Fundamental research is the foundation of the group’s investment process. The team allocates capital from various Fidelity funds and separately managed accounts (SMAs) for institutional and retail clients.The RoleWe are seeking a highly motivated and detail-oriented Assistant Leveraged Finance Trader to support our trading desk. The ideal candidate will possess a strong operational background combined with hands-on familiarity in executing transactions across broadly syndicated loans, high yield bonds, and credit derivatives. This role offers a unique opportunity to work directly with senior traders in a fast-paced environment, contributing to trade execution, position management, and operational efficiency.The Value You Deliver<ul><li>Support the leveraged finance trading desk in executing and booking trades across syndicated loans, high yield bonds, and credit derivatives (e.g., CDS, CDX)</li><li>Coordinate closely with operations, legal, compliance, and middle office teams to ensure timely and accurate trade settlement</li><li>Monitor market movements and assist in managing risk exposures and portfolio updates</li><li>Maintain and enhance trading desk tools using Excel, Bloomberg, and internal systems</li><li>Assist in covering various investor constituents / strategies across the organization</li><li>Liaise with sales and research teams to support idea generation and trade execution</li><li>Identify process inefficiencies and help implement improvements to enhance desk operations and performance</li></ul>The Skills &amp; Experience You Bring<ul><li>Bachelor’s degree in Finance, Economics, or a related field; relevant certifications (e.g., CFA) are a plus</li><li>2-5 years of relevant experience in a trading assistant, operations, or support role within fixed income or credit markets</li><li>Solid understanding of the leveraged finance markets, including broadly syndicated loans, high yield bonds, and credit derivatives</li><li>Strong grasp of trade lifecycle processes, including settlement mechanics, documentation, and regulatory reporting</li><li>Familiarity with trading platforms such as Bloomberg, TradeWeb, and ClearPar</li><li>Exceptional attention to detail, time management, and communication skills</li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment ProfessionalsFidelity’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.

Assistant Leveraged Finance Trader

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceFidelity’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.

Financial Services Representative - Chesterfield, MO

<h3>Job Description:</h3>The Role Fidelity Charitable is looking for a Principal User Experience Designer who is passionate about their craft and making charitable giving simple, effective, and approachable for all audiences. As a team, we are crafting experiences that inspire Fidelity Charitable donors to make more of a difference with their philanthropic dollars. This role will support the Associate Experience as we transition the contact center to new tools and ways of working. It’s a fast-paced environment where decisions are data-focused, collaborative, and iterative.Lead definition of the design work and deliver business outcomes across multiple product teams, with minimal guidance and coaching<ul><li>Partner with the product owner to help inform product strategy</li><li>Work across the organization to drive consistent customer experiences</li><li>Contribute to the culture of the UXD group</li><li>Coach and mentor junior designers across the group</li><li>Have a drive to design the overall end-to-end user experience – from the big picture (the overall user experience and consistency across an entire product) down to specifics of UI layout for a feature or flow </li></ul>The Expertise and Skills You Bring<ul><li>7-10+ years of UX or related experience is preferred</li><li>A degree in a related field such as interactive design, architecture, industrial design, graphic design, or human factors is preferred</li><li>Experience working on agile teams delivering value in digital products preferred</li><li>Experience running and/or using research to support evidence-focused design decisions preferred</li><li>A digital portfolio we can review online is required</li><li>An array of design skills, which might include visual, conversational, information architecture, prototyping, strategic design methods (such as design thinking), user research, or writing</li><li>Ability to design across all channels including web, native, and automated</li><li>Effective communication as a writer, presenter, and facilitator; equally at ease speaking with developer partners or executives</li><li>A foundation of development knowledge, both web and mobile</li><li>Familiarity with the value of design systems, understanding reuse and scale, and knowing when to contribute to make them better</li><li>Partnering with user research to understand the customer problems to tackle</li><li>Distilling qualitative and quantitative feedback to unearth recurring themes and promote data-driven design decisions</li><li>An unwavering curiosity to ask why</li><li>Design brings you happiness</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThis role supports Fidelity Charitable, a group that supports a wide array of customers including Donors, Advisors, Non-profits, and customers with existing Fidelity relationships. This role is part of the Fidelity Charitable User Experience Design team, a group that delivers simple and accessible digital experiences to its customers.<h3>Certifications:</h3><h3>Category:</h3>Information TechnologyFidelity’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.

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