Funds Event Manager, FFIO Global Product Solutions

Job Description:

The Role

The Fund Events Manager, FFIO Global Product Solutions (GPS) will support asset management, investment products and the distribution channels in the execution of portfolio launches, retirement plan conversions, mergers/liquidations, and product structure changes.

• Coordinate with internal and third-party business partners to provide timely, accurate delivery of operational components of fund events.
• Work across front-, middle-, and back-office functions
• Focus on improving the customer experience.

The Expertise and Skills You Bring

• 5+ Years of experience preferred
• or equivalent
• Fund operations experience in one or more areas: accounting, valuation, custody
• General investment product knowledge including product pricing, investment structures, regulatory framework, and/or distribution
• Familiarity with portfolio transition management, security settlements, foreign markets
• Effective written and verbal communication

The Team

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 bring new products and services to our customers. The FFIO GPS Fund Events Manager will join a team of 32 customer obsessed fund and investment operations leaders.

We strive to create innovative implementation and portfolio transition solutions for our business partners that result in positive outcomes for Fidelity investment products and clients. We foster a culture of quality while embracing pace over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. Global Product Solutions teams view investment and operations challenges as opportunities and enjoy implementing client on-boarding and transition strategies that minimize portfolio disruption and transactions costs while enhancing the customer experience.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to [email protected].