Syndicate Trader, Equity

Company: Fidelity Investments
Location: Boston
Posted on: September 20, 2023

Job Description:

Job Description:Business DivisionFidelity's Equity Division is responsible for managing more than 129 diversified mutual funds and over 50 industry specific funds.\u00A0 Assets under management total more than $950 billion.\u00A0 The department consists of over 200 Portfolio Managers, Research Analysts and Research Associates.\u00A0
The PositionBased in Boston, we are seeking a candidate to join the equity Syndicate Trading team. Boston equity Syndicate Team members are responsible for managing the Fidelity funds participation in public equity offerings in the Americas region which include Initial public offerings (IPOs), follow-on capital raises, accelerated offerings of secondary shares and other public market transactions of interest. Syndicate team members interact closely with Fidelity investment professionals as well as Fidelity s legal, compliance and operations groups.
Responsibilities

• Negotiate on behalf of the Fidelity Funds interest in public capital markets transactions, including IPOs, Follow-Ons, VC distributions, and other strategic liquidity situations.
• Proactively engage with Fidelity s investment professionals to craft creative liquidity solutions.
• Manage deal calendar, maintain public equity deal database, work with internal partners for security set-up, recognize and resolve compliance issues.
• Develop a deep understanding of various regulatory regimes and internal Fidelity policies.
• Manage external broker-dealer relationships to ensure optimal outcomes in syndicate transactions.Experience and Qualifications
  • Bachelor s degree or higher.
  • 2+ years of Equity Capital Markets (ECM) experience or equity trading experience will be considered an asset.
  • Familiarity with different investment styles, trading terminology, and objectives across portfolios to manage participation on public equity offerings.
  • Possess strong written and verbal communication skills with an ability to engage investment professionals concisely and effectively.
  • Sound attention to detail, ability to multi-task and prioritize.
  • Ability to work individually and in a collaborative team setting.
  • Mentally agile with strong decision-making skills.ValuesThe following values are considered to be fundamental to the way in which our company operates:
    • Accountability
    • \u00A0\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0
    • Integrity
    • Teamwork
    • \u00A0\u00A0\u00A0\u00A0\u00A0
    • RespectPlease see below for the salary range for work locations in Colorado only:N/A
      
      Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:N/A
      
      Please see below for the salary range for work locations in California only:N/A
      
      Please see below for the salary range for work locations in Washington only:N/A
      
      Certifications:Company OverviewFidelity Investments is a privately held company with a mission--to strengthen the financial well-being of our clients.--We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.Join UsAt Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a--, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.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 \u201C\u201D. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.We invite you to--Find Your Fidelity--at--.Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to--, or by calling 800-835-5099, prompt 2, option 3.At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

Keywords: Fidelity Investments, Boston , Syndicate Trader, Equity, Accounting, Auditing , Boston, Massachusetts