Fidelity Investments

Financial Planning and Analysis

• Deliver financial support and strategic guidance to business partners by analyzing spend across the P&L
• Build capacity plans and models for areas experiencing volume growth or introducing new products
• Develop activity‑based costing frameworks
• Lead the annual forecasting and budgeting processes
• Manage month‑end close activities
• Provide variance commentary and invoice accrual recommendations

Senior Manager, Finance

Customer Success Manager

• Develop a deep understanding of the FPS platform so you can guide clients through use of our workflows, reports, and data room
• Build relationships with your customers, primarily working with company executives (CEOs, CFOs, General Counsels) at mid to late-stage companies
• Secure renewals and identify areas for upsell
• Host regular check-in meetings with customers to ensure a positive experience and continued value throughout their subscription
• Consulting with clients as they raise funding and hit other important milestones in their company lifecycle

• Facilitate private equity transactions throughout the investment process from initial investment approval to security settlement
• Ensure final deal documents are accurate and complete
• Support operational aspects of credit line management including coordination of credit line draws, monitoring of credit line capacity and anticipated investment activity, and credit line repayment via capital calls
• Document and maintain procedures; compile and disseminate monthly reporting
• Monitor private placement exposures by fund; field requests for data from other internal groups including senior management
• Cultivate partnerships with our teams, including Trading, Legal, Compliance, Treasurer’s Office, Investment Professionals, Trade Settlements, Corporate Actions, Alternative Accounting, Corporate Treasury, and Operations Services Group.

Senior Analyst, Private Equity Investments

Systems Engineer

• Design, deploy, and manage high-performance server environments that keep applications secure, reliable, and fast
• Collaborate with global teams, including daily interactions with India offices
• Drive operational excellence and lead incident response efforts
• Support mission-critical systems and applications
• Evaluate and find opportunities to automate processes
• Promote a culture where standards and processes are important and critical to work approach
• Manage Linux, AIX, Windows, Virtualization Technology, various Hardware platforms, security compliance patching

Linux Systems Engineer

General Counsel

• work independently counseling the business regarding expansion of private market service offerings with a particular focus on FPS
• understand and apply the full range of federal and state securities laws and regulations governing broker-dealer, investment advisory and wealth management businesses

Senior Legal Counsel

Product Manager

• Coordinate the planning, execution, and delivery of Quantitative Research initiatives
• Develop and track project plans, timelines, and landmarks
• Lead and prioritize backlogs for large teams
• Facilitate regular backlog refinement sessions
• Champion Agile methodologies and adopt tools to enhance team productivity and collaboration
• Serve as the primary point of contact for internal and external partners
• Identify potential risks and implement mitigation strategies
• Present project updates to senior management and stakeholders

Director, IT Product Management

Technical Project Manager

• join the Risk Workstation Product Area to aid in the development of high-quality applications servicing Risk and other business units
• lead project teams of internal and external stakeholders to convert the defined contribution plans of new clients to Fidelity or make changes to the plans of existing clients.

IT Project Manager

Accounting Manager

• lead modernization efforts within the Devonshire Investors Accounting Team
• drive operational excellence across end-to-end financial reporting processes
• champion standardization, automation, simplification, and optimization
• support broader modernization, training, and documentation initiatives beyond the eFront ecosystem
• collaborate closely with cross‑functional teams to define and validate business requirements
• translate business needs into clear specifications for technology teams and vendors
• serve as the primary liaison for technology issue resolution
• help standardize reporting across legal entities
• develop documentation and training materials
• mentor team members to strengthen team performance and capability

Senior Manager, Accounting

Director

• Develop research and analysis that extend beyond simple observation, delivering clear and commercially relevant recommendations that influence critical business decisions.
• Play a key role in evolving the team’s mandate, reach, and capabilities to establish it as a proactive and insightful partner embedded in the commercial rhythm of the business.
• Ensure that external market dynamics, client needs, and competitive threats continually inform internal priorities and investments.
• Translate market and competitive intelligence into actionable strategies that support revenue growth, client acquisition, and retention across intermediary and institutional channels.
• Serve as a strategic thought partner to Sales, Relationship Management, and Product leaders to help anticipate market shifts, identify whitespace opportunities, and shape client-centric solutions.

Director, Market Intelligence

Project Manager

• Collaborate cross functionally to establish and maintain supporting infrastructure and framework for evaluation of operational capabilities required for alternative investments and drive progress towards improving the alts operating model.
• Lead all aspects of this process from tactical execution to strategic design and implementation, in coordination with other team members and a broad set of organizational stakeholders.
• Support the development of effective forums and tools to socialize the cross functional alternative product roadmap, evaluation of incremental operational alts capability requirements, including products developed in other fidelity BUs
• Identify, develop, and promote repeatable and scalable processes and frameworks needed to support alternative investments operating model enhancements
• Work closely with leaders driving new product projects, as well as front and back-office teams to understand new products, determine areas where development may be required, evaluate impacted teams, assess needs against known areas of development and support team roadmaps, and help facilitate operational readiness and infrastructure impact forums for decision-making
• Track status of known new product gaps and development areas; employ the Alts operating model framework and routines to drive
• Have significant exposure to senior management across CRBO & AM; must possess a high degree of executive presence.
• Successfully navigate the organization, build strong working relationships with key business stakeholders, and develop a strong professional network.
• Quickly learn complex business processes associated with new alternative investment and products across the product and fund lifecycle
• Be skilled in synthesizing complex ideas into easy-to-understand materials, including delivery of key concepts to a cross functional audience with varying seniority levels
• Be comfortable taking direction from multiple leaders, open to constructive feedback, and working independently and with ambiguity.

Vice President, Alternative Investment Project Management Lead

Consultant

• Supports associate performance and helps business units meet their goals.
• Provides strategic consultation on projects and develops learning experiences to build workforce capability.
• Work with leaders to scope learning requests and prioritize the team’s work.
• Deliver impactful learning solutions and evaluate their impact.

Performance Consultant

• Support the Investment Advisor Group (IAG) by delivering impactful, insight‑driven financial analysis to business partners
• Lead a broad range of analytics, financial management activities, and strategic business partner support
• Drive improved outcomes and financial performance across the organization
• Produce consultative analytics and executive‑level recommendations for key strategic priorities, business performance management, annual planning, and goal setting for IAG leadership
• Collaborate closely with the Compensation team on Advisor compensation strategy and execution
• Mentor and guide junior financial analysts within the group

Director, Finance

• Drive the evolution of our financial operations ecosystem, focusing on regulatory compliance, risk mitigation, and platform resilience.
• Champion architectural innovation, promote standardization, and deliver scalable technology solutions.
• Shape the product roadmap in alignment with business priorities and partner close with engineering and business teams to design, implement, and deploy end-to-end solutions.
• Contribute to enterprise strategy and mentor others in best practices.

Director of Architecture – Financial Platforms

Crypto

• The Director, Digital Asset Strategist will be a part of the intermediary engagement team for the digital asset investment topic and FDAM product support.
• Partner closely with intermediary client teams to drive adoption of digital assets in portfolios through advanced investment conversations.
• Play a meaningful role in shaping how digital assets are integrated into traditional investment frameworks, while also contributing to FDAM’s thought leadership efforts.
• Drive conversations with intermediary investment teams to promote digital asset adoption in adviser portfolios.
• Apply deep understanding of global macro trends, capital markets, and digital asset market structure.
• Collaborate with investment, research, marketing, and data science teams to produce thought leadership.

Director, Digital Asset Strategist

Business Analyst

• As a member of the team, the Principal Analyst leads initiatives with diverse scope and complexity, acting as the primary interface between end users, product management, and the systems organization.
• Our Analysts collaborate with business partners to assess complex business requirements and translate them into effective data solutions.
• We work with business practitioners such as Portfolio Managers, Senior Management, and Attribution Analysts in defining analytical approaches to solving business requests.
• Finally, we support our team’s dedication to quality by crafting and implementing tests that address business needs and ensure the delivery of solutions to our end users.