Associate – Soteria Investment Operations
| Company | Fidelity Investments |
|---|---|
| Location | Boston, MA, USA, Merrimack, NH, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- BS/BA required.
- Minimum of 1-4 years financial services experience, preferably in an asset management related role.
- Outstanding critical thinking, problem solving, decision-making, and analytical skills.
- Proven ability, flexibility, and resourcefulness to manage multiple high-priority deliverables in a deadline driven environment.
- Proven team-player with strong communication skills who is willing to engage in constructive feedback discussions.
- Ability to think creatively and independently while working in a collaborative environment.
Responsibilities
- Provide ad hoc support to the Soteria Portfolio Managers for reporting, analytics, and data needs.
- Monitor compliance with investment guidelines and research and resolve as needed.
- Support cash management process, including instruction for wire movements for capital calls, providing allocations to fund managers, and monitoring cash availability across portfolios.
- Assist VP of Investment Operations in new portfolio launches and with operational due diligence activities.
- Liaise with internal business partners; FFIO, compliance, legal, and FIAM, in support of the Soteria investment team.
- Monitor portfolios within AlphaBet and Clearwater and reconcile activity.
- Serve as point of contact for investment operations related inquiries.
Preferred Qualifications
-
No preferred qualifications provided.