Fidelity Investments · 1 week ago
Fixed Income and Alternative Security Reference Data Leader
Fidelity Investments is seeking a dynamic operations leader to oversee a newly formed Security Reference Team. This role focuses on managing operations to ensure the accuracy and governance of security reference data that supports investment professionals globally.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Help oversee the day to day operations of a high-performing team focused on complex instrument security reference data
Partner closely with global investment managers and key business partners on our Fixed Income and High Income trading desks to ensure best in class setup and maintenance of critical reference data
Deliver trusted reference data that enables efficient and informed investment decision-making
Shape operational processes and data standards for a growing and evolving asset class
Liaise with customer, business partners, and systems to translate business requirements into data requirements, evaluating and recommending data solutions
Make recommendations for global operational enhancements
Participates in new product forums and works with GDS management consultancy team to stay abreast of industry news and developments
Reviews database queries to analyze and validate data for problem resolution for ad-hoc customer questions or issues
Participates and/or leads Operations Support projects and initiatives involving multiple business partners, provide subject matter expertise
Qualification
Required
Bachelor's degree in Business/Finance or related field required
Financial Services Industry experience working with security reference data preferred
Knowledge in alternative instruments such as Term Loans, Private Credit, Revolvers, and Real Estate Loans
Overall knowledge of Securities in the financial industry
Experienced in managing projects and/or small teams of people in an agile environment
Ability to multi-task, work under pressure, and meet tight deadlines
Team player who takes initiative and thinks across Fidelity
Hands on work style with 'can do' attitude with strong desire to make things happen
Strong leader and mentor that builds productive and collaborative relationships with team members
You are a team player who takes initiative and leads to achieve team goals
Highly motivated, flexible, quality focused team player with excellent organizational skills
Ability to work at different levels of detail and can concisely summarize complex issues
Solid organizational and project management skills to navigate high volume setting with tight deadlines
Demonstrated ability to work independently and collaboratively with all levels of staff, management and other business partners
Strong learning agility to quickly understand and connect key concepts and dependencies
Formulates both tactical and strategic plans to increase productivity and to reduce risk
Liaise with customer, business partners, and systems to translate business requirements into data requirements, evaluating and recommending data solutions
Make recommendations for global operational enhancements
Participates in new product forums and works with GDS management consultancy team to stay abreast of industry news and developments
Reviews database queries to analyze and validate data for problem resolution for ad-hoc customer questions or issues
Participates and/or leads Operations Support projects and initiatives involving multiple business partners, provide subject matter expertise
Preferred
Financial Services Industry experience working with security reference data preferred
Preferred experience with Security Reference Data Storage, Large Industry Market Data Vendors, and other data providers in the industry
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
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