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Senior Manager, Portfolio Services

Company: Fidelity Investments Inc.
Location: Boston
Posted on: February 25, 2021

Job Description:

At Fidelity, we are committed to safeguarding the health and well-being of our associates, clients, and candidates. We are actively monitoring the situation related to COVID-19 and are continuing to hire in order to serve our clients around the globe. To ensure your safety as a job candidate, we will be relying on virtual interviewing and other digital communications. Our recruiting team is committed to providing the support you need throughout the hiring and onboarding process. We appreciate your understanding and flexibility during this time. x This position will work closely with the SAI investment and technology teams, supporting and directing a range of projects with diverse scope and complexity. He/she will also be responsible for maintaining relationships within SAI and cross company business and technology partners, at both the senior management and working team levels. Responsibilities

  • Working with (and reporting to) the Director of SAI Portfolio Services, supporting the diverse needs of Senior Management, the group CIOs, PMs and Analysts across a range of projects and initiatives
  • Develop and maintain strong relationships at multiple levels with key internal and cross company business partners; act as advocate for SAI throughout the organization
  • Project Management and Analysis: serve as a thought leader, project driver and executer for various initiatives, working to project management, technology and other key business partner groups as appropriate. Key initial focus areas will include: Infrastructure Development and Process Improvements
    • Help define overall vision and direction for infrastructure across SAI, including:
    • Coordinate key infrastructure projects across technology and other business partners, from analysis/design phase through development, testing and rollout
    • Provide business and functional requirements and / or knowledge across projects and platforms to develop and test solutions that meet business needs
    • Identify process improvement opportunities and lead implementation efforts as appropriate
    • Participate as SME in product and systems initiatives
    • Provide support related to processes and infrastructure
    • Work with technology partners and key stakeholders to develop and refine infrastructure vision/roadmap, rationalize applications, etc. across SAI Product Enhancements & Implementations
      • Represent SAI interests and perspectives in cross-company project teams
      • Ensure that SAI meets deliverables and makes decisions on time
      • Ensure that all projects meet SAI requirements and quality standards Planning & Administration
        • Participate in the product strategy, planning and prioritization process with Asset Management Product (Investment Capabilities Management and Product Research & Implementation)
        • Coordinate SAI activity across various Asset Management shared service groups
        • Ensure appropriate management reporting is in place Qualifications
          • --6+ years working experience
          • Broad-based financial services experience; experience with systems development projects, business analysis and systems analysis
          • Strong project management skills; experience managing complex projects with multiple stakeholders
          • Proficient with Microsoft Office suite; ability to produce executive-level PowerPoint presentations and manipulate data using Excel
          • Proven relationship management and strong communications skills
          • Strong team orientation; commitment to excellence; attention to detail Values The following values are considered to be fundamental to the way in which our company operates:
            • Responsibility
            • Integrity
            • Compassion
            • Expertise Certifications: Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation. Other Locations: Greenwood Village, CO

              Job Level: Senior Manager
              Job ID: 2016424 Fidelity encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Keywords: Fidelity Investments Inc., Boston , Senior Manager, Portfolio Services, Executive , Boston, Massachusetts

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