Job Description: Credit Risk Analyst The Credit & Counterparty Risk Center of Excellence is a dynamic team responsible for the new business due diligence and ongoing client monitoring programs for the clearing, custody, and prime channels at Fidelity, in addition to providing cross-organizational vendor financial health assessment support and advisory support on credit and counterparty due diligence questions. The Credit Risk Analyst position wil...
Job Description: Credit Risk Analyst The Credit & Counterparty Risk Center of Excellence is a dynamic team responsible for the new business due diligence and ongoing client monitoring programs for the clearing, custody, and prime channels at Fidelity, in addition to providing cross-organizational vendor financial health assessment support and advisory support on credit and counterparty due diligence questions. The Credit Risk Analyst position wil...
Job Description: Credit Risk Analyst The Credit & Counterparty Risk Center of Excellence is a dynamic team responsible for the new business due diligence and ongoing client monitoring programs for the clearing, custody, and prime channels at Fidelity, in addition to providing cross-organizational vendor financial health assessment support and advisory support on credit and counterparty due diligence questions. The Credit Risk Analyst position wil...
Job Description: The Role As a member of the Transfer of Assets Receives Team, you will be responsible for facilitating the movement of assets into Fidelity accounts by analyzing account details and resolving issues for complex transactions. Within this role, you will interact with many different groups in Fidelity and throughout the Financial Services industry. These accounts may include mutual fund and brokerage accounts, as well as retirement ...
Job Description: The Role The Director, FIWA Investment Services will have responsibility for tasks and functions supporting investment professionals in the FIWA Investment Office. Responsibilities include helping to define a technology-led, scalable operational support model to support FIWA’s research and portfolio management capabilities and leading these workflows. The role will require technological and data expertise, collaboration with vari...
Job Description: The Team Client Experience (CE) is an independent division under Fidelity Institutional (FI). CE drives the service strategy for FI's client-facing businesses that serve the Fidelity Clearing & Custody (FCCS) market, which include banks and broker dealers on the National Financial (NF) platform and registered investment advisors (RIA), professional asset managers, strategic acquirers, and retirement advisors and administrators on...
Job Description: Fidelity Institutional Wealth Management Services (FIWMS) is a division of Fidelity Investments that offers clearing and custody services. investment and technology products and solutions. institutional trading products, services, and execution. and a range of insights, expertise, and premier client experience to more than 13,500 financial intermediary firms and institutions. These entities include registered investment advisors ...
Job Description: As a Senior Manager, Fidelity Alliance Network & Practice Management Solutions, you will work closely with cross-functional and dedicated partners to manage the Fidelity Alliance Network and support various strategic projects within the Practice Management Programs team. Your core responsibilities will include: Management of the Fidelity Alliance Network: Fidelity Alliance Network is an offering by Fidelity to our institutional c...
Job Description: The Role You will deliver exemplary service to internal and external clients by the timely and accurate settlement of transactions in accordance with policies, procedures, and regulatory guidelines. Assist with reducing the risk associated with failed trades, resolving out of balances with our custodian, and completing the transfer of Government (FED) asset transactions via the FED on behalf of our clients through our clearing ag...
Job Description: The Role The Associate Account Management role requires a highly motivated self starter, a team player with brokerage industry experience. The Associate Account Manager is responsible for supporting the overall relationship along with the associated portfolio finance, brokerage and custody activities of hedge fund clients. Serving as a conduit between the hedge fund and Fidelity, the Associate Account Manager acts as an extension...
Job Description: The Role Fidelity’s Prime Services client base and product offerings continue to expand. We are looking for an Implementation & Product Manager to assist us in defining and leading the journey of potential hedge fund clients as they transition from sales prospects to onboarding onto the Fidelity Prime Services platform with the best possible client experience. This role requires coordination with various internal teams including ...
Job Description: As a Senior Manager, Practice Management Solutions in Fidelity Client Consulting Practice Management Programs team, you will work closely with cross-functional and dedicated partners, including Business and Technology consultants, Relationship Managers, Sales, Product, Marketing, Technology, Legal, Compliance, and Risk partners, to drive the development and distribution of Fidelity Practice Management insights and consulting solu...
