Fixed Income and Alternative Security Reference Data Leader jobs in United States
cer-icon
Apply on Employer Site
company-logo

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
check
Growth Opportunities
badNo H1Bnote

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

Fixed IncomeAlternative InvestmentsSecurity Reference DataFinancial Services ExperienceProject ManagementAgile EnvironmentData AnalysisTeam LeadershipOrganizational SkillsCommunication Skills

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

company-logo
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 Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

leader-logo
Abigail Johnson
Chairman & CEO
linkedin
leader-logo
Jeanmarie Ward
Senior Vice President of Architecture
linkedin
Company data provided by crunchbase