Senior Manager of Service Provider Oversight, Fidelity Investments
Financial services and investment resources
Job no longer available
Financial services and investment resources
1001+ employees
Job no longer available
1001+ employees
Company mission
To strengthen the financial well-being of our clients.
Role
Who you are
- Bachelor's degree in accounting or related field
- Minimum 6+ years industry or equivalent experience
- Extensive knowledge and understanding of fund operations and regulatory requirements for alternative investments
- CPA a plus
- Motivated self-starter with the ability to work independently
- Ability to apply sound judgment to spot issues, assess risks, and identify items requiring escalation
- Unwavering commitment to accuracy, quality, and completion of tasks
- Possess excellent organizational, operations, and project/process management skills
- Excellent verbal, written and formal presentations communication skills
- Possess strong research and analytical skills
- Ability to make and effectively communicate decisions
- Ability to prioritize multiple tasks/initiatives
- Advanced MS Excel skills and proficiency in MS Word
What the job involves
- This role provides a tremendous opportunity as part of the Treasurer’s Office team within Fidelity Management & Research Company (the investment management arm of Fidelity) to learn and play a meaningful role in the oversight of fund service providers
- As a Senior Manager of Service Provider Oversight in Asset Management’s Treasurers Office, you will be responsible for providing oversight to Fidelity’s alternative investment products, with a focus on private credit, partnerships, cryptocurrency, and derivatives
- You will be responsible for designing and implementing fund policies, monitoring operations, evaluating current processes to recommend and implement quality and efficiency improvements, as well as coordinating notable fund events
- You will think and work across Fidelity, partnering with Fidelity Fund and Investment Operations and with our key Asset Management business partners in Compliance, Risk, Technology, and the various Investment Divisions across the firm
- The Asset Management Treasurers Office provides fiduciary oversight of Fidelity’s funds, shareholder activity, and service providers
- We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds’ Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds
- In addition to overseeing Fidelity’s existing products, we also actively support Asset Management’s efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation
Our take
Fidelity Investments, formally known as the Fidelity Fund, has been a leading financial services provider since the 1940s and has seen massive expansion over the latter half of the 20th century. With more than $10 trillion in assets under Fidelity, it is one of the largest asset managers in the world.
Fidelity has been operating as a multinational since the 60s and has offices across 9 countries through the moniker Fidelity International, now Fidelity Worldwide Investment. The industries served by Fidelity are widespread and its clients number in the millions. In 2018, Fidelity opened a service focused on investments in the digital space, focusing on innovations within the bitcoin sector.
As a longstanding leader, Fidelity is well set to maintain its position as well as expand its market share as it develops new features to keep pace with the evolving fintech industry.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Company benefits
- Maternal & Parental Leave: 16 weeks of fully-paid maternity leave and 12 weeks fully-paid parental leave
- Flexible Wellness Programs: Wellness centers, online consultations, subsidized healthy eating, on-site fitness & more
- Student Loan Assistance: Helping you get a step ahead by paying down your loans so you can save on interest, with up to $15K in contributions
- Concierge Services: Support for the little things that pop-up every day. Delegate tasks on your personal to-do list, plan vacations, find contractor referrals & more
- Dependent care flexible spending (FSA)
- Commuter benefit program
- Adoption assistance
- Backup dependent care
- Fidelity Charitable® employee match program
- Discount programs for employees
- Legal services plan
- 401(k): pre-tax and/or Roth
- Medical coverage
- Dental & Vision coverage
- Disability insurance
- Life insurance
- Group auto & homeowner’s insurance
- Group personal excess liability insurance
- And Many More!
Company HQ
Downtown, Boston, MA
Leadership
Abigail Johnson
(Chairman & CEO, not founder)Has worked at Fidelity Investments since 1988, rising through the ranks from Asset Manager to Head of Retail to President, then CEO.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job