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Construction Loan &amp; Closing SpecialistPosition Overview:BlueHub Loan Fund (BHLF), an affiliate of BlueHub Capital (BlueHub), seeks a Construction Loan &amp; Closing Specialist (CLCS) to support our community development lending program to a diverse set of borrowers. These&nbsp;include&nbsp;real&nbsp;estate&nbsp;developers,&nbsp;charter&nbsp;school&nbsp;and&nbsp;community&nbsp;health&nbsp;center&nbsp;operators,&nbsp;and&nbsp;non-profit and&nbsp;social enterprises&nbsp;serving low-income&nbsp;families&nbsp;and&nbsp;communities. BHLF currently has a loan portfolio of approximately 165 borrowers with aggregate outstanding balances of over $220 million.&nbsp;This person will join&nbsp;the Portfolio Management team, which plays an integral role in loan closings, loan administration, loan disbursements and loan operations and report to the Director of Construction Loan Management. The CLCS will manage and maintain procedures and internal controls related to a complex set of commercial transactions in accordance with BHLF’s Loan Policies and Procedures.This newly created position requires a highly motivated person with a commitment to community development finance and, ideally, a background in construction management and monitoring, loan closing, or portfolio management. This person will be responsible for closing and funding loans in coordination with Loan Officers, the Portfolio Management Team, the Finance Department, outside consultants and legal counsel. They will also be responsible for reviewing construction requisitions, closing, disbursing and monitoring construction loans. This person will support portfolio reporting responsibilities on a monthly and quarterly basis. The candidate must&nbsp;be a self-starter, have the demonstrated ability to work independently&nbsp;and&nbsp;effectively&nbsp;on&nbsp;several&nbsp;tasks&nbsp;in&nbsp;a&nbsp;fast-paced&nbsp;environment,&nbsp;and&nbsp;have&nbsp;strong quantitative skills as well as strong written and verbal communication skills. The candidate must be able to work collaboratively across departments within BlueHub and externally with borrowers and consultants.Work Arrangements: This position is Boston-based.&nbsp;BlueHub staff are working a hybrid schedule of three days of work in the office (Tu-Th) and two days of remote work (M &amp; F).&nbsp;Background:&nbsp;BlueHub Capital is a mission-driven, nonprofit community development financing organization focused on building healthy communities where low-income people live and work. We use innovative financial tools and deploy capital to support projects that make communities more vibrant places to live. BlueHub has four distinct programs: BlueHub Loan Fund (community development financing), BlueHub SUN (foreclosure relief), BlueHub Energy (clean energy access) and One Percent for America (citizenship financing). Since our founding in 1985, BlueHub has invested over $3.1 billion (and leveraged over $16.1 billion) to finance:<ul><li>Affordable housing, school facilities, child and youth development programs, community-based health centers, grocery stores, and community gathering places</li><li>Reducing financial barriers to US citizenship</li><li>Clean energy enhancements that expand access to solar and other renewable sources for people with low incomes</li><li>Mortgage lending for families facing foreclosure&nbsp;</li></ul>Increasing economic opportunity is at the heart of why BlueHub exists and why we do the work we do. Our investments focus on communities that have been systematically denied access to capital. Our offices are located in the Roxbury neighborhood of Boston, MA. To learn more about BlueHub Capital, please visit, <a href="http://www.bluehubcapital.org" target="_blank">www.bluehubcapital.org</a>.Essential Duties and Responsibilities:<ol><li>Construction Loan Management (50%)</li></ol><ul><li>Build and maintain construction cash flow spreadsheet for each construction loan, tracking closing budget, change orders and disbursements throughout the construction loan.</li><li>Manage capitalization of construction loan interest.</li><li>Identify construction loan problems and recommend solutions to the lending and portfolio management team.</li><li>Maintain and ensure electronic and database files are kept organized, maintaining an audit trail of all disbursements.</li><li>Review and approve construction requisitions.</li><li>Coordinate lender inspector site visits and review site observation reports.</li><li>Coordinate funding with loan officers and the finance team.</li><li>Manage ongoing construction disbursements: request and review title insurance updates, track and ensure receipt of lien waivers, monitor hard and soft cost budget items, contingencies and invoices.</li><li>Manage funding of requisitions internally and with other project lenders.</li></ul><ol><li>Loan Closing (30%)</li></ol><ul><li>Work closely with loan officers to prepare, collect and process due diligence items and documentation related to loan closings. Identify and help resolve potential barriers to closing.</li><li>In conjunction with loan officer and outside legal counsel, oversee preparation and manage</li></ul>completion of loan closing checklists to ensure that all loan closing conditions have been met and approved by authorized parties.<ul><li>Maintain working knowledge of BHLF’s Loan Policies and Procedures to ensure compliance with internal approval and closing requirements, including Know Your Customer and Office of Foreign Assets Control policies. Recommend updates to policies as needed.</li><li>Set up new loans in BHLF’s loan administration systems, including Salesforce and TEA.&nbsp;</li><li>Support the closing and funding process in conjunction with other transaction parties and internally with loan officers, the Finance team and our legal counsel.</li><li>Manage loan closing and closing disbursement funding process for construction loans.</li><li>Assemble and construct closing requisitions. Review and approve closing requisitions when BHLF is participant lender.</li><li>Review and approve settlement statement for closing in coordination with the title agent.</li><li>Participate in pre-construction calls with BHLF Borrowers, peer funders and development consultants.</li><li>Support the opening of controlled bank accounts required by certain loan transactions.</li><li>Coordinate with BlueHub’s Communications Team, borrowers and other transaction parties to ensure BHLF is acknowledged in press materials and on construction site signage for the projects we support, and that we are invited to participate in ground breakings, ribbon cuttings and similar in-person and virtual events.</li></ul><ol><li>Portfolio Reporting (20%)</li></ol><ul><li>Manage development of monthly, quarterly, and annual reports for internal and external stakeholders.&nbsp;</li><li>Upload data from our accounting software (TEA) into Salesforce (SF) on a monthly and quarterly basis.</li><li>Generate and format TEA and SF reports on a monthly and quarterly basis.</li><li>Reconcile SF reports to TEA to ensure material loan terms match across platforms.</li><li>Manage TEA and SF ad hoc reporting for BHLF.</li></ul>Other duties as assigned.<h2>EssentialJob&nbsp;Requirements:</h2><ul><li>4-5 years&nbsp;of&nbsp;loan&nbsp;closing, construction loan management&nbsp;or&nbsp;relatedexperience&nbsp;in&nbsp;communitydevelopment,&nbsp;real&nbsp;estate&nbsp;transactions&nbsp;or commercial lending.</li><li>Proficiency&nbsp;with&nbsp;MS&nbsp;Office Suite&nbsp;is&nbsp;required.</li><li>Experience&nbsp;with&nbsp;databases&nbsp;and&nbsp;CRM&nbsp;platforms;&nbsp;experience&nbsp;with Salesforce and/or&nbsp;TEA&nbsp;preferred.</li><li>Excellent&nbsp;quantitative,&nbsp;writtenand&nbsp;verbal&nbsp;communication,&nbsp;and&nbsp;organizational&nbsp;skills.Must&nbsp;demonstrate a high level of attention to detail and commitment to accuracy.</li><li>Excellent&nbsp;judgment&nbsp;and&nbsp;prudent&nbsp;decision-making&nbsp;abilities.</li><li>Able&nbsp;to&nbsp;build&nbsp;relationships&nbsp;internally&nbsp;and&nbsp;work&nbsp;in&nbsp;a&nbsp;cooperative&nbsp;and&nbsp;diverse&nbsp;team&nbsp;environment.</li><li>Able to&nbsp;build&nbsp;relationships&nbsp;externally&nbsp;and&nbsp;elicit&nbsp;confidence through&nbsp;a commitment&nbsp;to&nbsp;accuracy, timeliness and professionalism.</li></ul><h2>Additional&nbsp;Desired&nbsp;Qualifications:</h2><ul><li>Experience&nbsp;with&nbsp;or&nbsp;understanding&nbsp;of&nbsp;the&nbsp;New&nbsp;Markets Tax&nbsp;Credit&nbsp;(NMTC)&nbsp;program,&nbsp;Low-Income Housing&nbsp;Tax&nbsp;Credit&nbsp;(LIHTC)and&nbsp;Historic&nbsp;Tax&nbsp;Credit&nbsp;(HTC)&nbsp;programs,&nbsp;and/or&nbsp;charter&nbsp;school&nbsp;facility operations or financing.</li><li>Experience&nbsp;with&nbsp;community&nbsp;development&nbsp;real&nbsp;estatedevelopers&nbsp;and&nbsp;nonprofitcommunity-based organizations.</li><li>Candidates who reflect the diversity of the communities we serve or have a keen interest in advancing&nbsp;economicdevelopment&nbsp;for&nbsp;those&nbsp;communities&nbsp;are&nbsp;strongly&nbsp;encouraged&nbsp;to&nbsp;apply&nbsp;for&nbsp;this position.</li></ul>Salary and Benefits:Salary is competitive and commensurate with experience within the guidelines of BlueHub Capital’s salary scale. As a “life cycle employer,” BlueHub invests in the benefits, training, growth opportunities and infrastructure that let you envision a career here. Benefits for full-time employees include:&nbsp;<ul><li>Generous insurance benefits: Health, dental, vision, life and disability insurance, including additional reimbursement for out-of-pocket healthcare expenses</li><li>Retirement benefits: Competitive 401(k) matching</li><li>Unique BlueHub benefits and stipends that support employee wellness, sustainable practices and charitable gift matching</li><li>Excellent package of vacation time and paid leave, as well as generous roll-over policies</li></ul>Application:Please submit a resume and cover letter online via our application portal. You may direct your cover letter to Shannon Weiss, Talent Acquisition Specialist. No calls please. Due to the high volume of applications, BlueHub Capital cannot return phone calls about the position and, regrettably, cannot notify applicants of the status of applications unless an interview is requested.BlueHub Capital is an Equal Opportunity Employer. As an Equal Opportunity Employer, we do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender, gender identity, gender expression, age, national origin, ancestry, active military or veteran status, physical or mental disability, medical condition, pregnancy (which includes pregnancy, childbirth, medical conditions related to pregnancy and childbirth, and breastfeeding and expressing breast milk), genetic information, or other protected status in accordance with applicable federal, state and local laws. It is our goal to make employment decisions that further the principle of equal employment opportunity by utilizing objective standards based upon an individual’s qualifications for a specific job opening.

BlueHub Capital

Construction Loan & Closing Specialist

<h3>Job Description:</h3>The RoleAs an Alternative Accounting Team Manager, you will have oversight responsibilities covering all aspects of accounting operations performed by the team supporting Fidelity’s Alternative investment products. You will work closely with a team of associates performing accounting functions and act as the primary contact for daily operational needs, while providing direction, leadership, and support in collaboration with other associates within the business unit. The role requires expertise related to daily deliverable review and oversite, pivotal initiatives, business performance evaluation, and relationship management. This new team within Fidelity, requires that you are hands on in the operations, supporting sophisticated alternative funds and helping to build out processes and procedures.In addition to operational responsibilities, the Manager is also passionate about mentoring the staff to aid in the development and growth of the team.You will collaborate with other teams within FFIO and business associates across the firm and will interact with senior members of FFIO’s organizations with a high degree of autonomy.<ul><li>Provide guidance with product development, implementation, and ongoing accounting operations of various alternative products including open and close ended partnerships in standalone and master feeder structures</li><li>Perform detailed review of activity within the portfolios including but not limited to valuation, investor allocations, complex expense calculations</li><li>Assist with internal and external auditor, risk, and compliance inquiries</li><li>Provide feedback, direction, assists in development of and ensures proper cross-training of analysts within team</li><li>Support the implementation of operations processes and procedures for new products</li><li>Value and reward contributions, drive, initiative, and achievement of results</li><li>Coordinate and lead departmental workflows</li><li>Evaluate systems, processes, responsibilities, reporting, etc. for continued efficiency and effectiveness</li><li>Coordinate testing of new technology prior to roll out into production and reports results to peers and managers</li><li>Provide functional area expertise, oversight, problem resolution, training, analysis, and reporting as required across a variety of group responsibilities</li><li>Accountable for ensuring requests are processed within stated service level agreements and adhere to Fidelity and regulatory guidelines</li><li>Ensure that all processes have sufficient Risk and Compliance controls and policies and procedures are communicated and followed.</li><li>Evaluate the department’s functions and responsibilities, confirm they are addressed timely, and any areas of risk are identified and mitigated.</li><li>Collaborate with management to make effective use of available resources across groups and recommend changes to systems, processes, and responsibilities as needed</li><li>Coordinate team wide initiatives and communicate plans to key stakeholders</li><li>Work with associates to build relevant development plans</li></ul>The Expertise &amp; Skill You Bring<ul><li>Bachelor’s degree in finance/accounting or equivalent with 6+ years of experience or Master’s degree with 4 + years of experience</li><li>Experience with Geneva and Geneva World Investor preferred</li><li>Prior experience in daily operations supporting digital assets and/or derivatives is helpful, but not required.</li><li>Strong understanding of the finance industry, partnership accounting and back-office operations for alternative products, including private equity, hedge fund and digital asset products</li><li>Outstanding analytical, communication, conceptual thinking, project management, and problem-solving capabilities.</li><li>Ability to both lead and contribute to teams</li><li>Strong communication skills with the ability to develop and deliver cogent, informative presentations to all levels of finance and business leadership</li><li>Presence and judgment to put forward well-reasoned recommendations and engage in dialogue with key decision-makers</li><li>Understanding of financial and accounting principles and how to apply them in business</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Team The Alternative Accounting Team is a unit within the Fund Operations division within Fidelity's Fund and Investment Operations (FFIO) business unit. The Fund Operations division provides back office operational support to Fidelity Retail and Institutional products, including books and records maintenance, securities' pricing, fund and security level performance analysis, financial reporting, and tax work. The Alternative Accounting Team provides operational support for, as well as performs the daily, monthly and quarterly pricing and bookkeeping for Fidelity’s alternative and digital products.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, best-in-class 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>OperationsFidelity’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.

Fidelity Investments

Alternative Accounting Manager

<h3>Job Description:</h3><h3>The Role </h3>Fidelity Fund and Investment Operations (FFIO) is seeking a passionate, driven, and experienced professional to join the team! In a leading role within Strategic Technology Programs, you will focus on the oversight of key risks, threats, controls, and other critical technology risk management functions supporting FFIO, as well as supporting the launch of innovative new products and offerings. You will provide independent and objective audit and advisory services that help FFIO manage risk, improve customer service, and enhance business performance. You will be responsible for working with technology teams, business leaders, Compliance and Legal to support positive change.<h3>The Expertise and Skills You Bring </h3><ul><li>BA/BS/MS in Technology, Information Systems, Cybersecurity, or related field of study. </li></ul><ul><li>Any professional audit or information security certifications preferred (CIA, CPA, CISA, CISSP, SANS GIAC, etc.). </li></ul><ul><li>Cloud computing (AWS or Azure) related associate-level certifications preferred. Security or Professional cloud certifications would be a plus. </li></ul><ul><li>5-7 years of experience in performing and leading complex information technology audits, preferably financial services. </li></ul><ul><li>Knowledge of cloud security, containerization, API, DevOps, secure software development, application security, databases, and operating systems. Ability to independently perform hands-on IT general controls testing across many of these areas. </li></ul><ul><li>Knowledge of authentication, authorization, and credential management. </li></ul><ul><li>Understanding of Artificial Intelligence, Machine Learning, Data Science and Robotic Process Automation. </li><li>Knowledge of Industry standards, frameworks, and standard methodologies, such as NIST SP800-53, COBIT, SOC1, ISO27001 would be a plus.</li></ul><ul><li>Understanding of security monitoring activities that enable vulnerability, internal/external threat monitoring, incident management and threat intelligence activities. </li></ul><ul><li>Ability to work simultaneously on multiple tasks and lead team priorities and workload. </li></ul><ul><li>Strong technical problem solving and data analytical skills. Scripting and automation experience would be a plus. </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>Curiosity and hunger to learn &amp; excel.</li></ul><h3>The Value You Deliver</h3>As the IT Risk &amp; Audit Program Manager you will be responsible for performing complex technology and/or business-integrated audits in support of FFIO 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 application teams. Responsibilities include and are not limited to: <ul><li>Define, manage &amp; implement the program scope, objectives and deliverables and ensure alignment with organizational goals.</li><li>Performs and reviews audit test work including organizing and analyzing data, testing controls and documenting results. </li><li>Lead technology risk assessments and issue mitigation/tracking for all aspects.</li><li>Leverages audit automation tools in the evaluation of business operations and systems. </li></ul><ul><li>Understand workflows technology and end-to-end related processes, highlighting risks and controls embedded throughout the function. </li></ul><ul><li>Help the business build control programs that appropriately mitigate risk and meet corporate standards.</li><li>Partner with business and technology leaders to promote a collaborative environment that helps the business meet its goals while ensuring it stays within its risk tolerance.</li><li>Leveraging your experience in the financial services and/or the risk/compliance industry with an emphasis on building control programs.</li><li>Communicate program status, manage expectations and addresses any stakeholder concerns.</li><li>Responsible for tracking program deliverables, making informed decisions to identify, assess &amp; mitigate any potential risk to the program success. </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>Builds deep working relationships with audit teams and clients. </li></ul><h3>Note: Fidelity will not provide immigration sponsorship for this position.</h3><h3>The Team</h3>You will be a part of the FFIO Technology Strategy team. We establish governance and provide oversight to enable FFIO technology platform leaders to create timely plans and execute against enterprise security, efficiency, audit &amp; resiliency objectives. We have a relentless commitment to our internal &amp; external partners.FFIO provides accounting and investment management support services for Fidelity mutual funds and other retail and institutional investment products. These services include calculating and distributing NAVs, distribution rates and yields for a wide variety of investment products, preparing fund financial statements, dividend estimates and tax returns, monitoring delivery of fund trades to custodian banks, processing corporate actions, collecting securities income on behalf of the funds, reconciling, reporting and moving money in support of fund shareholder transactions, and managing fund liquidity. <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.

Director, IT Program Manager

<h3>Job Description:</h3>The TeamThe Prime Brokerage Team, within Fidelity Institutional Technology (FIT), is seeking a Support Analyst to join the team to help build and maintain high quality product and solutions to enable custody business. We are looking for a person who has hands-on software engineering experience building cloud-based systems using modern, scalable, resilient, Cloud native architectures (Containers and Serverless). This role will involve partner &amp; stakeholder engagement, design, release support and production support. In this role, you will be an integral part of the prime brokerage team where you’ll get the opportunity to develop your skills, collaborate across Fidelity teams and continue to learn in a fun, collaborative, iterative, and rapidly changing environment.The Expertise You Have <ul><li>Experience working directly with product &amp; technology teams.</li><li>Experience leading scrum teams and coordinating with stakeholders.</li><li>Experience in Database development.</li><li>Experience in prime brokerage, securities lending as SME.</li><li>Experience in Application Support - which includes day to day support of the application, daily system health checks , client onboarding , handling client questions / requests and maintain application stability.</li><li>Experience in coordination with infrastructure teams and leading hardware migrations, patches, upgrades.</li><li>Experience in looking into areas for automating any manual work and implementing those ideas.</li><li>Experience in coordinating with different teams and ensuring a smooth and effective release process.</li><li>Experience with deep ETL and onboarding templates.</li></ul>The Skills You Bring <ul><li>You are proficient with Database design and development.</li><li>You are proficient with unix shell and Python scripting.</li><li>You are proficient with AWS tools.</li><li>You are proficient with client onboarding and handling client questions / requests.</li><li>You are proficient with Application Support.</li><li>You have the skills to take initiative and the self-motivation to drive results.</li><li>You have the managerial skills to lead the team onsite and offshore and distribute work efficiently.</li><li>You possess phenomenal communication skills -- both verbal and written – and strong relationship, organizational and collaborative skills.</li><li>Willingness and ability to learn and tackle challenging opportunities and to work as a member of a diverse and geographically distributed team.</li><li>You have expert level knowledge of software development processes, and you practice Agile.</li><li>You have experience and knowledge of orchestrating with the development in choosing the right technology solution.</li><li>You have experience in leading hardware migrations, patches, upgrades.</li><li>You have experience in coordinating with different teams and ensuring a smooth and effective release process.</li><li>Have the ability to come up with ideas to automate any manual work and get those ideas implemented.</li><li>You are an experienced user of one or more Application Lifecycle Management tools (e.g. Jira).</li><li>You are experienced with DevOps, and test automation.</li><li>You are experienced with CI/CD, built CI/CD tools and pipelines including but not limited to Jenkins, uDeploy.</li><li>You are experienced with Cyber Security guidelines and building secure code integrating with static/dynamic scan</li><li>You have experience integrating with 3rd party vendors leveraging API and external teams when building / maintaining applications.</li></ul>The Value You Deliver <ul><li>Hands-on support engineer who brings considerable experience application support and database development for financial applications.</li><li>Leading a team of junior developers, training and coaching best practices.</li><li>Ability to debug and troubleshoot complex web applications and deliver solutions on the fly</li><li>Collaborate with off-shore development team</li><li>Participate in technical reviews and drive excellence.</li><li>Work as part of an integrated product team to develop prototypes, pilots, and full-scale applications.</li><li>Raise issues and risks to executive management for timely resolution.</li><li>Positive, people-oriented, and energetic attitude.</li></ul>The base salary range for this position is $76,000-$144,000 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>Information Technology

Senior Systems Services and Support Analyst

<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 - Bucks County, PA

<h3>Job Description:</h3>The RoleThis is a key leadership position which will serve as the head of technology risk for FI, WI and Wealth, and in addition manage our External Audit Center of Excellence. This role will partner with FI, WI and Wealth technology leadership to provide risk management services, including new applications, incident management, security, change management and other key technology controls. In addition, this role will manage the relationship with our external auditors in the execution of numerous SOC1 and SOC2 reports, as well as formulating our strategy for future direction in these areas. This role is for someone who “thinks and works across Fidelity”, is enthusiastic about tackling complex challenges, thrives in an environment that requires continuous learning, and embraces the opportunity to provide objective, independent risk oversight in protecting Fidelity.The Expertise and Skills You BringThis is a dynamic role requiring a proven leader who is adept at defining and prioritizing risk focus areas in the deployment of technology risk programs – including incident management, proactive risk assessments, risk advisory support of new products and services, and providing overall effective risk oversight of complex business issues.This is a management position, which includes direct reports who are also people managers, requiring the ability to set strategic direction for the team and execute against organizational goals. The leader must be capable of seamlessly oscillating between acute risk issue response and management of longer-term strategic initiatives. <ul><li>Preferred is at least 15+ years of relevant financial services industry experience in roles such as Risk Management, Audit, Compliance, or Business/Operational roles with a Risk Management component.</li><li>Prior people management experience is required, along with the ability to set direction for the team amongst competing priorities and demands.</li><li>Knowledge of Technology Risk Management practices and approaches is a key prerequisite – including familiarly with best practices related to process/risk/control framework implementation, risk assessments, incident management, and control validation and testing strategies. </li></ul>A keen focus on the industry and competitive landscape is also necessary to drive evolution and enhancement of the Risk team’s functions in a rapidly changing environment. Adapting to next generation capabilities and building risk coverage in emerging products and markets is central to the role.Essential is experience and comfort level in building business partner relationships and operating at executive levels – including in identifying, escalating, and influencing outcomes on sensitive risk issues. Equally key are excellent communication skills, both verbal and written, with the ability to distill complex issues into concise and actionable communications and deliver them in executive forums.Note: Fidelity is not providing immigration sponsorship for this position.The TeamThis position is on the senior management team of the Risk organization that supports Fidelity’s Technology. More broadly, the function sits within the Fidelity Risk Group, which includes the major Risk functions from across the enterprise and employs a range of Risk Management programs and capabilities. Central to the Risk Group’s mission is close collaboration with partners throughout the Firm – including Business Leaders, Legal, Compliance, Audit, and Security – in pursuit of our common goal of protecting the Firm, its associates, and customers.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.<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.

Vice President, Head of Technology Risk for FI, WI, Wealth and External Audit

<h3>Job Description:</h3><h3>Financial Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<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>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>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. 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.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>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Burbank, CA

<h3>Job Description:</h3>The RoleAs the Data Analysis and Insights Chapter, we support the Data Domain by blending expertise in business intelligence and analytics with a passion for delivering results. In an agile structure, we partner with squads and business partners to deliver specific product features and ensure respective products or services are designed to the optimal standard. We ensure alignment on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog. We collaborate as squad members and work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. We are committed to developing our own expertise and knowledge to ensure we bring the latest thinking to our roles.The Senior Manager, Data Analysis and Insights acts as a domain expert who proposes and delivers targeted research and analytics required to support business decision making. This role leads complex projects with a functional divisional impact, demonstrates strategic thinking, tactical planning, and has strong business intelligence technical skills. This role serves as a strong business communicator with senior leaders, sponsors, and peers, collaborating with them to create key findings for sophisticated business problems. The Senior Manager is an individual contributor and does not directly oversee staff.The Expertise and Skills You Bring<ul><li>Bachelor’s or equivalent Degree with 6+ years of experience working with business intelligence solutions</li><li>Passion for using data in creative ways that tell a story and drive an impactful result</li><li>Demonstrated experience in analytical thinking, influencing, and problem solving</li><li>Expertise with data workflow tools, solid understanding of data and database concepts, tools, and technologies with ability to optimize and drive scale</li><li>Solid understanding of the BI product life cycle and proven experience working with large data sets</li><li>Experience serving as a change agent and influencer helping end users adopt innovative approaches to business intelligence and data driven culture</li><li>Proven knowledge and applied professional experience with multiple BI (Business Intelligence) and analytical tools such as Alteryx, Tableau, and Power BI</li><li>Experience with writing and decoding SQL</li><li>Takes a consultative approach understanding needs of others and regularly communicating ideas or suggestions in terms that lead to actionable outcomes and building lasting partnerships with stakeholders</li><li>Using fact-finding, effective questioning techniques, and diagnostic tools to identify and analyze problems</li><li>Developing and implementing quick turnaround ad-hoc queries to research and understand factors that may be impacting business performance</li><li>Agile experience, preferred</li><li>Presentation experience to Executive and Senior Leadership, preferred</li><li>Financial services experience, preferred</li><li>Note: Fidelity will not provide immigration sponsorship for this position.</li></ul>The TeamWe collaborate with the Product Areas and Squads aligned to our Data Domain. By demonstrating and promoting Fidelity and agile leadership behaviors, we sustain and evolve our innovative agile culture.<h3>Certifications:</h3><h3>Category:</h3>Business 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.

Senior Manager, Data Analytics and Insights

<h3>Job Description:</h3>The RoleSeeking an experienced, skilled, and upbeat System Analyst to be part of a squad responsible for launching and growing product offering in FIA. You will support one or more cross-functional squads, engaging with all team members and the Squad Leader to reinforce and embed an agile approach and principles into the day-to-day work. By demonstrating and promoting Fidelity and agile leadership behaviors, you will evolve and sustain an innovative agile culture. The Expertise and Skills You Bring <ul><li>Deep experience in software development, with at least 6+ years working with scrum teams focused on building software solutions for technology initiatives</li><li>Professional experience as a Systems Analyst for software solutions</li><li>Deep knowledge of scrum tools – Jira, Jira Align experience desirable</li><li>Excellent systems analysis skills</li><li>Experience in developing and authoring solution requirements and specifications for moderate to complex software systems</li><li>Experience with Structured Query Language (SQL) and API (Application Programming Interface) consumer tools such as Postman.</li><li>Experience with Agile development methodologies</li><li>Bachelor’s Degree in Computer Science or related technology subject area</li><li>Ability to mentor and coach the teams and individuals across divergent functions, experiences, and geographies</li><li>Ability to influence behavior without having organizational hierarchy</li><li>Strong analytical, problem-solving skills and adapting to organizational changes</li><li>Ability to brainstorm with teams on solutions to address challenges and roadblocks</li><li>Effective communication and people-interaction skills</li><li>Efficiency in written and verbal communications and dedication to tailoring content to the appropriate audience (business vs. technology, associate vs. management, etc.)</li><li>Ability to rapidly assimilate business processes, goals and objectives and distill them into well-defined User-Stories/requirements</li><li>Flexibility to adjust your work schedule to accommodate both U.S. and India-based teams and associates</li><li>Knowledge of technical solutions and back-end systems</li></ul> TeamThis team is looking for Systems Analyst to be part of its multidimensional, globally distributed team of IT professionals responsible for the development and maintenance of FILI Tech Platform. The ideal candidate should show ease at making personal connections, be confident in leading and constructively challenging with a dedicated approach to solving problems and overcoming obstacles. You will partner with other members on the squad to accelerate value delivery, by acting as a change agent, role model, and teacher. You will support them as they mature in their understanding and application of agile principles and practices (e.g., Scrum ceremonies) and remove impediments to fully realizing the benefits of working in an Agile format and structure. You will assist the Product Owner with requirement gathering and story writing and participate in a wider Scrum of Scrums to help influence standard methodologies at a tribe level.<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 Systems Analyst

<h3>Job Description:</h3>The RoleWe are seeking a dynamic and experienced individual to join the Asset Management Talent Acquisition team focusing on full life cycle recruiting of early career associates. As a University Talent Partner, you will collaborate on recruiting and hiring efforts for undergrad and graduate level candidates into internship and full-time positions. Partnering with stakeholders across the business, you will play a meaningful role in ensuring that our hiring practices are robust, we promote a diverse and inclusive culture, and that we provide outstanding programs and experiences for early career talent who are ready to begin a career with Fidelity.<ul><li>You will play an integral role in the hiring into Asset Management’s internship program and support our early career programming efforts. This involves owning the full recruiting lifecycle including leading the execution of hiring for various programs, sourcing candidates, engaging hiring managers and other business stakeholders, and providing a positive candidate experience while managing to specified recruiting timelines.</li><li>You will manage the intern to full time conversion process upon successful completion of the program.</li><li>You will assist other talent acquisition partners with additional campus recruiting by posting positions, conducting resume screens and video interviews, collecting feedback in peak recruiting times, and coordinating recruiting events.</li><li>Support and participate in the early career programs and events offered by Asset Management including Boundless, Diverse Insights Program and Diverse Investors Student Experience.</li><li>Assist with the onboarding process for new hires, including but not limited to supporting the background check process for intern and full time and candidates, partnering with global relocation, and collaborating with HR business partners and members of the training team to coordinate programmatic components.</li><li>Update and maintain internal and external marketing documentation and presentations to ensure consistency with Fidelity branding. Create new materials as needed for presentations and events in partnership with the Talent Marketing team as needed.</li><li>Lead assigned ad hoc strategic project work including but not limited to recruiting timeline planning, candidate funnel analysis, reporting, and process improvement.</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s Degree with 2+ years of relevant experience in talent acquisition. </li><li>Strong organization skills with the ability to lead projects, balance multiple priorities and manage to deadlines with a sound sense of urgency.</li><li>Excellent communication skills and comfort in presenting to audiences at different levels in the organization.</li><li>High level of attention to detail and ability to maintain momentum in a fast-paced business environment.</li><li>Strong relationship management skills with the ability to build trust with key business partners.</li><li>Proficiency in MS Office, including Excel and PowerPoint.</li><li>Proficiency with Workday, or a similar web-based applicant tracking system preferred.</li><li>Ability to travel up to 25% during peak recruiting seasons.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>Fidelity’s Asset Management Talent Acquisition team is made up of dynamic associates who help Asset Management’s global professionals grow and develop in their careers. The team is responsible for developing standard methodologies for sourcing candidates, developing external networks, reinforcing a diverse and inclusive culture, and coaching hiring managers on how to conduct an efficient and inclusive recruiting process, while providing the best possible brand experience to candidates. To deliver on our goal of providing the best customer experience in the financial services industry, we need the right team in place to attract new talent to Fidelity as well as champion internal career vitality that allows our existing associates to explore new roles.<h3>Certifications:</h3><h3>Category:</h3>Human ResourcesFidelity’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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