Fidelity Investments

Financial Planning and Analysis

• Assess how new investments and changing requirements affect regulatory reports and filings produced by the Shareholder Reporting Team.
• Evaluate complex instruments (e.g., derivatives, short securities, alternative and digital assets), emerging regulatory changes (e.g., new SEC rules, US GAAP accounting and reporting updates) and complex and innovative products.
• Assemble critical information and coordinate comprehensive end-to-end analyses for production team leads to interpret impacts.
• Create requirement summaries to inform the broader Shareholder Reporting staff and to highlight impacted products and deliverables.
• Facilitate meetings and collaborate with internal team leaders to capture operational demands of new requirements across the Shareholder Reporting production teams.
• Summarize and communicate impacts of new requirements to Senior Management and key business partners.
• Coordinate and maintain documentation for ongoing reference and to support implementation of new and changed processes.
• Coordinate and deliver training that improves Shareholder Reporting staff’s conceptual understanding of new and changing requirements.

Director, Alternative Investments – Regulatory Reporting

Backend Engineer

• Apply strong software development and test automation skills to design, develop, test, deploy, maintain, and improve FIT customer-facing software solutions
• Enable your Scrum team in accepting the development and automation frameworks and standard methodologies to ensure we are building the right product the right way

Principal Software Engineer, Java, Spring Boot, REST

Analyst

• Support large-scale resiliency, audit oversight, and IT control projects
• Lead execution of collecting and reviewing audit evidence
• Prepare data and present visual presentations and reports to senior executives
• Assist with making data driven decisions
• Create strategy for mitigating risks and challenges that can affect business

IT Audit Control and Business Resiliency Principal Analyst

Full-stack Engineer

• Hands-on building the technology and architecture of world-class end-to-end systems
• Collaborate with a growing engineering team
• Shape the future of our industry by building new products and services
• Explore new business ideas and test them with customers
• Scale promising concepts within an existing business unit or as a new venture

Principal Full Stack Engineer

• Support the resilience and observability of Workplace Investment (WI) applications across pre-production and non-production test environments
• Drive monitoring initiatives across WI product lines—including Health Care (HC) and Stock Plan Services (SPS)
• Collaborate with development, engineering, and operations teams to identify and address root causes
• Report regularly to leadership and partner with Enterprise Infrastructure (EI) to align monitoring practices with production standards

Principal Software Engineer

• Leverage strong software engineering and test automation skills to design, build, test, deploy, and maintain customer‑facing FIT applications.
• Develop and deploy software in a fast‑paced environment while collaborating closely with Architecture, Development, User Experience, and Product Owners.
• Contribute to ongoing technical improvements, stay current with emerging technologies and frameworks, and help shape best practices across the team.
• Problem‑solving and innovation—especially around new technologies and automation strategies—are core aspects of the role.

Senior Software Engineer – Java, Spring Boot, Angular

Systems Engineer

• Design, govern, and maintain secure, compliant access to enterprise platforms
• Partner cross‑functionally with business, data, cybersecurity, architecture, and product teams to support system integrations
• Deliver scalable, risk‑aware access models
• Collaborate closely with Architecture, Development, UX, and Product Owners to define user roles, entitlement groups, access levels, and functional authorization flows across environments
• Document policies, standards, approval workflows, and audit evidence; identify access risks and remediation plans with Cybersecurity and Risk teams; provide clear business and technical requirements for current and future use cases

Senior Systems Analyst – IAM, SQL, API

• Lead capacity planning, design measurement frameworks, manage critical cross-team initiatives, and strengthen team readiness through forward-looking capability planning and a culture of continuous learning and improvement
• Shape how Fidelity delivers high‑volume, high‑impact investment marketing content faster and smarter to meet the dynamic needs of our Institutional and Asset Management business.
• Collaborate with cross-functional teams to deliver high-quality operational strategies,
• Ensure performance metrics and goals are met while fostering a continuous improvement environment.

Director, Investment Marketing Services – Planning, Enablement

Account Executive

• cover the Central territory of a quickly growing business
• collaborate closely with existing relationships a company has with Fidelity as well as build their own relationships – both with existing publicly traded companies and private companies that are preparing to go public
• build awareness of our value proposition with the law firms that support them, and the venture capital and private equity firms that invest in them
• travel 40% of the time for both client-facing and internal meetings

Vice President – Account Executive

Client Services Representative

• Analyze industry problems that may include – Stock Trading, Dividends, Mutual Funds, Corporate Actions, Security Data, Securities Pricing and Physical Stock Certificates.
• Apply various technologies to assist our customers with a range of needs – basic and sophisticated
• Engage with customers and business partners through multiple channels – phone, email, and instant messaging
• Envision and execute bold ideas to attract and retain the next generation of customers
• Improve every day to prepare for future and advanced career opportunities, including – Team Lead, Analyst and Leadership

Client Service Specialist

Operations

• Serve as the primary liaison for new clients during the onboarding and implementation phase
• Manage the end-to-end onboarding process for issuer accounts transitioning to the transfer agent
• Educate clients on operational workflows, reporting tools, and service procedures
• Coordinate with internal teams (operations, engineering, call center) to ensure proper client set-up and data migration
• Manage onboarding calls to help clients adapt to the Fidelity Stock Transfer’s systems and processes
• Identify potential onboarding risks or operational gaps and proactively implement solutions
• Ensure all regulatory and compliance documentation is completed during onboarding
• Participate in architectural system design with product, technical and operations teams to ensure proper system build satisfying TA needs
• Collaborate and influence outcomes in a large matrix-managed environment and across multiple and diverse groups
• Develop onboarding materials, guides and best practices to enhance the client transition experience
• Transition clients to the client management teams once onboarding is successfully completed

Implementation Analyst, TA Operations

QA Engineer

• Own the QA Strategy & Operating Model
• Design a risk-based quality framework aligned to business outcomes, client commitments, and regulatory expectations
• Define governance, entry/exit criteria, sign-off standards, and release readiness processes
• Establish methods that verify technical correctness and business integrity
• Create reference datasets, reasonableness checks, reconciliations, sampling strategies, and controls for complex client customizations
• Hire, mentor, and develop a high-performing QA team; create role definitions, career paths, and a culture of learning, empowerment, and clarity
• Drive adoption of automation, test data management, defect taxonomy, triage, and root-cause analysis
• Establish and track KPIs: defect escape rate, DRE, test coverage, UAT pass rate, cycle time, rework %, automation coverage, MTTR, and data quality scoring
• Collaborate with Workplace Consulting teams to ensure alignment on quality criteria and readiness

Director, Quality Assurance

Manager

• Lead a portfolio of moderate to high complexity vendors across Enterprise Technology.
• Collaborate with ET Business partners to support their goals and initiatives while ensuring external vendors are accountable through contract compliance.
• Provide oversight to a portfolio of vendors with moderate to strategic complexity.
• Support development of tools and processes to effectively collect, analyze and report vendor metrics.
• Lead all aspects of measuring and reporting vendor performance relative to contracted expectations, including Service Level Agreements.
• Seek out and execute on cost reduction opportunities across your portfolio.
• Support funding processes, including purchase order creation & tracking, reporting and associated governance reviews.
• Maintain deep knowledge of the relationship's overall risk profile and contribute to the resolution of risk-related events.
• Coordinate activities related to procurement such as market scans, RFPs, contract and vendor negotiations; ensure progress, approvals & timely completion.

ET Vendor Manager

• The TA Treasury Operations Associate Analyst acts as a subject matter expert within the money movement team.
• Responsible for monitoring key banking processes and escalating operational issues as needed.
• Maintain strong communication with both internal stakeholders and external banking partners.
• Process stop‑payment requests on checks and review intraday and prior‑day bank account balances.
• Review, analyze, and process banking service charges for transfer agent bank accounts.

Associate Analyst, TA Treasury Operations

Product Analyst

• Collaborate with OSG stakeholders, product leaders, engineering teams, and Fidelity stakeholders
• Gather and analyze business and user requirements
• Conduct detailed analysis of current workflows and capability utilization
• Develop insights and business cases using data analysis
• Facilitate working sessions and validation cycles with operational users
• Monitor and report on rollout success and user adoption
• Stay up to date on industry and technology innovation