Jobs at CPP Investments
283,388 open positions
Sr. Analyst, CLO Investment Services
Company: Fidelity Investments
Location: Boston, MA
Posted Jan 13, 2025
Fidelity Investments is seeking a Senior Analyst for CLO Investment Services to migrate operational models for Grand Harbour CLO business into Fidelity's infrastructure. The role involves daily monitoring of CLO compliance, reviewing security reference data, and approving Trustee Reports and waterfall distributions. The ideal candidate should have a degree in finance, legal, business, or accounting, with 4-6 years of financial services experience, preferably in leveraged loan/CLO operations. Key skills include understanding of US leveraged loan market, experience with Virtus or Wall Street Office, and strong Excel skills. The position offers a competitive salary range of $81,000-$137,000, comprehensive benefits, and a hybrid working model. Fidelity values honesty, integrity, and associates' safety within a regulated industry.
Retirement Planner - Tampa, FL
Company: Fidelity Investments
Location: Merrimack, NH
Posted Jan 12, 2025
Fidelity Investments is seeking a Retirement Planner with Series 7 & 63 licenses and 2+ years of experience in customer service or sales. The role involves helping workplace participants understand and maximize their plan benefits, providing education on company matches and savings, and offering suitable solutions for consolidation inquiries. The planner will also engage in needs-based analysis to identify appropriate retirement solutions, apply consultative selling skills, and leverage guidance tools to assist customers with retirement readiness. This role is crucial in driving customer loyalty and increasing cash flow through deferrals, contributing to Fidelity's mission of strengthening clients' financial well-being.
Planning Consultant - Millburn, NJ
Company: Fidelity Investments
Location: Short Hills, NJ
Posted Jan 13, 2025
Fidelity Investments is seeking a Planning Consultant to provide world-class planning experiences, deepen client relationships, and develop engagement strategies. The role involves understanding financial planning concepts, building relationships, and using guidance tools to uncover planning opportunities. The successful candidate will work alongside Financial Consultants and Wealth Planners, conduct joint appointments with clients, and mentor peers. Fidelity offers competitive rewards, training, and a hybrid working model. The company values honesty, integrity, and diversity.
Client Development Financial Services VP
Company: Fisher Investments
Location: Plano, TX
Posted Jan 12, 2025
Fisher Investments is a global investment firm seeking a Client Development Vice President to build new and expand current client relationships. The role offers holistic financial planning and portfolio analysis services, with opportunities for uncapped performance-based compensation and exceptional benefits.
Technical Business Analyst/Product Manager
Company: Fisher Investments
Location: Plano, TX
Posted Jan 12, 2025
Fisher Investments is seeking a Technical Business Analyst to support their Cloud Platform team. The role involves collaborating with various teams, monitoring production platforms, and providing operational support. The company offers a range of benefits, including 100% paid medical premiums, a 50% 401(k) match, and a hybrid work-from-home program.
Enterprise Architect (Portfolio Management)
Company: Fisher Investments
Location: Camas, WA
Posted Jan 12, 2025
Fisher Investments is expanding and seeking an Enterprise Architect (Portfolio Management) to plan and develop architectural principles, focusing on cloud platforms. The role involves partnering with internal and external teams to build a technology transformation program, create multi-year roadmaps, and ensure alignment with enterprise needs. The ideal candidate should have 10+ years of architecture experience, strong knowledge of wealth management, and experience with Azure services and Salesforce.com. The compensation is $200,000 - $230,000 base salary per year in Washington state, with a discretionary bonus based on performance.
Principal Software Engineer (Mobile)
Company: Fidelity Investments
Location: Merrimack, NH
Posted Jan 13, 2025
Fidelity Investments is seeking a Principal SW Engineer for a Mobile Platform (iOS or Android) role. The successful candidate will apply their strong mobile development and testing skills to design, develop, test, deploy, maintain, and improve customer-facing software solutions. They will also support the team in adopting test automation frameworks and best practices. The ideal candidate will have a Bachelor's or Master's degree in Computer Science or related field, 6-9 years of mobile app development experience, hands-on experience with test automation frameworks (XCUI for iOS or Espresso for Android), and experience in delivering software in an Agile environment. Fidelity offers a range of opportunities for learning and a hybrid working model. The company values honesty, integrity, and the safety of its associates and customers.
Senior Associate, Global Financial Controls - CoE
Company: Fidelity Investments
Location: Boston, MA
Posted Jan 13, 2025
Fidelity Investments is seeking a Senior Associate for the Global Financial Controls Center of Excellence (GFC-CoE). The role involves assessing risks and key controls supporting financial processes and systems through integrated audits. The ideal candidate should have a Bachelor's Degree or above in relevant fields, 3-6 years of progressive experience, and professional certifications like CPA and/or CISA. Experience with SOX, IT SOX, and familiarity with IT General Controls is highly desirable. The role offers a base salary range of $64,000-$121,000 per year, along with comprehensive benefits and opportunities for career growth in the financial services industry.
Institutional Strategy Development Analyst
Company: Fisher Investments
Location: Camas, WA
Posted Jan 12, 2025
The Strategy Development team at Fisher Investments is seeking a Strategy Development Analyst with 4+ years of industry experience and previous sales/marketing background. The role involves brainstorming, efficacy analysis, marketing, training, advocacy, and sales support. The analyst will work closely with various departments and senior members, contributing to the growth or retention of firm AUM. The position offers a base salary of $70,000 - $110,000 per year in WA, with potential for a discretionary bonus. Fisher Investments is known for its inclusive culture, learning and development, and exceptional benefits.
Director, CLO Portfolio Services
Company: Fidelity Investments
Location: Boston, MA
Posted Jan 12, 2025
Fidelity Investments is seeking a Director, CLO Portfolio Services to enhance operational models for Ballyrock CLOs. The role involves monitoring traded positions, managing cash, providing portfolio insights, testing new tools, and supporting CLO resets and refinancings. The ideal candidate should have a finance-related degree, 8-10 years of financial services experience, and proficiency in trading operations and market mechanics. Familiarity with Wall Street Office and rating agencies is required. Strong Excel skills and interpersonal skills are essential. The position offers a competitive salary and comprehensive benefits, with the possibility of bonuses. Fidelity values inclusion and offers a hybrid working model.
Financial Consultant - Burlingame, CA
Company: Fidelity Investments
Location: San Mateo, CA
Posted Jan 12, 2025
Fidelity Investments is seeking a Financial Consultant to join their team. The role involves engaging with clients face-to-face, offering personalized financial planning, and nurturing relationships with an existing client base. Fidelity provides a stable business model with an existing client base and institutional feeders, unmatched in the industry. The company emphasizes professional growth, flexibility, and support for long-term success. The ideal candidate should have previous success in building relationships, uncovering needs, and recommending solutions. They must be FINRA Series 7 & 63 licensed, and Series 65 or 66 licensed or able to acquire these upon hire. A degree and/or professional certifications are beneficial, with Fidelity offering Tuition Reimbursement for those without. The role offers a competitive total rewards package, including a stable base salary, comprehensive benefits, and opportunities for training and career development. Fidelity's hybrid working model combines onsite and offsite work experiences.
Director, Software Engineering
Company: Fidelity Investments
Location: Covington, KY
Posted Jan 12, 2025
The job description outlines a high-level role in software engineering at Fidelity Investments. The position involves developing innovative technology solutions, managing technical implementation, and overseeing the software development process. The candidate will translate business vision into architectural strategy, participate in cross-functional design teams, and consult on major technology initiatives. They will also provide leadership, technical supervision, and expertise to multiple teams. The role requires a Bachelor's or Master's degree in a relevant field and extensive experience in software engineering. Key skills include expertise in VB.NET/C#, ASP.NET MVC, JavaScript, jQuery, Vue.js, SQL Server databases, and Visual Studio. The salary range is $150,668.00 - $157,000.00 per year.