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Analyst IV, FFIO Global Product Solutions

Analyst IV, FFIO Global Product Solutions

FidelityRoanoke, TX, US
3 days ago
Job type
  • Full-time
Job description

Analyst, Global Product Solutions

The Analyst, Global Product Solutions will support asset management, investment products, and distribution channels by executing activities related to the setup of new portfolios and participant accounts, managing product change requests, and processing asset transition activities. This work is carried out in close collaboration with internal and external business partners to ensure the timely and accurate delivery of the operational components of fund events.

Required Knowledge and Skills :

  • Bachelor's degree or equivalent
  • Financial services industry experience preferred
  • Effective written and verbal communication skills
  • Experience in fund operations in at least one of the following areas : accounting, valuation, custody
  • General knowledge of investment products, including product pricing, investment structures, regulatory frameworks, and / or distribution
  • NOTE : Fidelity will not provide immigration sponsorship for this position

The Team :

The ideal candidate will join a team of fund and investment operations leaders who are passionate about delivering exceptional client experiences. Our goal is to create innovative implementation and portfolio transition strategies for our business partners that lead to positive outcomes for Fidelity's investment products and clients.

We are part of the Fund Administration unit within FFIO and collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to deliver new products and services to our customers.

We foster a culture of quality while prioritizing speed over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. The Global Product Solutions team views investment and operational challenges as opportunities and takes pride in executing client onboarding and transition strategies that minimize portfolio disruption and transaction costs, while enhancing the overall customer experience.

Category : Investment Operations

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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.

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Solution Analyst • Roanoke, TX, US

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