skillventory - A Leading Talent Research Firm

Product Analyst

• Are you passionate about making a difference by utilizing your deep understanding of Investment Products, bridging the gap between product innovation and client needs?
• Join our dynamic, cross-functional team dedicated to business enablement and improvements.
• You would work within our Portfolio Construction Tools Squad, which develops digital portfolio analysis solutions designed for investment professionals to quickly assess, compare, and optimize investment strategies with minimal effort.
• As a Product Analyst, you would leverage your expertise in Business Analysis and Product Management to drive high-impact technical solutions that empower financial professionals and enhance client outcomes.
• There are three primary principles of being a great Product Analyst: Strategy: Understanding the problem or the 'why' and aligning it to the mission; Execution: This is where and how the work gets done; Business Readiness: How do you drive your product to launch and support after launch

Strategy

• lead initiatives fundamental to growing Fidelity’s share of the self-directed investor market
• analyze customer data, research, and competitive intelligence
• drive business growth through strategies meeting market needs
• execute short- and long-term plays in partnership with design, product, marketing, compliance, technology, digital and live channels

Business Strategy Director – Self-Directed Investing

Data Analyst

• Influence and contribute to the design and development of data services in support of the UID product
• Define robust test scenarios
• Identify alternative approaches and make recommendations on the benefits and shortcomings of each approach
• Apply data management and data modeling practices when building data solutions

Senior Data Analyst

Vice President

• manage the acceptance, oversight and liquidation of a wide variety of complex assets on behalf of Fidelity Charitable
• work directly with donors and their advisors through the entire charitable giving process
• review assets for acceptance following thorough due diligence and assessment of risk
• engage with and develop strong working relationships with donors, corporate issuers, in-house and outside counsel, C-suite executives and investor relations teams
• travel to engage the advisor community, deepen relationships and deliver effective practice management presentations
• work closely with internal partners to evolve, develop and deliver highly impactful practice management modules, strategic marketing and thought leadership

VP, Complex Assets

Backend Engineer

• Design, develop, test, and deploy services that support Fidelity’s mission-critical market data ecosystem
• Collaborate across engineering, architecture, and product teams to deliver high-quality solutions
• Work with technologies such as Java, Spring Boot, REST APIs, Angular/React, AWS, and distributed databases

Principal Full Stack Engineer – Java, Spring Boot, React/Angular, AWS

• Identify and assess high-impact use cases—such as trading, risk management, operations, and fraud detection—across brokerage, asset management, and enterprise platforms
• Develop practical frameworks and reference architectures that help teams adopt new technologies responsibly and efficiently
• Lead cross-functional teams to test, validate, and scale new technology initiatives
• Drive development of reusable platforms, AI/ML pipelines, and blockchain-based solutions that can be adopted broadly
• Advise senior leaders on technology investments, emerging risks, and innovation opportunities
• Build and maintain relationships with cloud providers, fintech partners, LLM providers, blockchain innovators, and research institutions
• Promote scalable, secure, and resilient architectures that integrate emerging technologies into existing platforms
• Mentor junior technologists across FCAT

VP of Innovation

Crypto

• analyze both current and new business and technical processes
• identify system interfaces and dependencies
• document process and system flows
• collaborate closely with various squads within the domain and across business and technology teams
• assess systems, identify dependencies, and sequence work effectively
• lead analysis efforts using process flows, screen mockups, data, use cases, and other relevant analysis tools
• advocate for high-quality solutions by performing feasibility and cost/benefits analysis
• develop positive relationships and champion a collaborative team environment
• extract, analyze, and supply data that assists in decision-making
• work with engineering and business teams to ensure adequate test coverage of system changes/enhancements
• produce and/or maintain system feature design documentation and user training materials
• implement product delivery process efficiencies and best practices

Manager, Systems Analysis – Digital Assets

Analyst

• The Analyst is responsible for validating security prices and market movements, researching pricing exceptions, and maintaining accurate and detailed valuation.
• These valuations directly support the calculation of Net Asset Values (NAVs) across multiple products and are essential to protecting shareholder interests and maintaining the organization’s reputation.
• The analyst also serves as a point of contact for internal and external business partners, responding to valuation-related inquiries with accuracy, integrity, and timeliness.
• Research, analyze, and validate prices across a wide range of financial instruments, assessing price movements and valuation impacts using multiple systems.
• Ensure pricing accuracy to support NAV calculations while safeguarding shareholder interests and the firm’s reputation.
• Investigate and resolve pricing exceptions, escalating high-risk items as appropriate to minimize financial or reputational exposure.
• Participate in continuous process improvement initiatives to improve operational efficiency and controls.
• Identify and contribute to cross-divisional business initiatives and improvement efforts.
• Collaborate closely with internal teams and external partners to deliver effective, customer-focused solutions.
• Lead complex processes and perform advanced problem resolution across daily valuation operations.
• Act as a point of contact for management by escalating issues in a timely manner and coordinating resolutions across stakeholders.
• Operate within a control-driven environment, ensuring ongoing compliance with reporting standards and regulatory requirements.

Valuations Analyst

Director

• Part of a dynamic team supporting Prime, Custody and Family Office clients
• Emphasis on trading and related activities across all asset classes including equities, ETFs, options, and fixed income products
• Close coordination with other trading desks, risk, compliance, and operations
• Serve as the primary contact for family offices, RIA’s and Prime clients on trading and operational matters
• Maintain strong relationships with internal trading desks, risk teams, and external market participants
• Oversee daily trade-related support including order inquiries, execution status, trade adjustments, position breaks, and settlement issues
• Analyze client activity, margin usage, and risk exposures

Director, Prime Trading

Cloud Engineer

• Join Fidelity Investments as an Engineering Leader on the Trades and Asset Servicing Technology team.
• Lead an innovative group of software engineers, work alongside Product leaders, and drive strategic research and development efforts.
• Build a high-performing team centered on attracting, developing, and aligning talent to consistently deliver exceptional results.
• Define and complete strategic roadmaps in partnership with Group Engineering Leader.
• Ensure stability of high-volume legacy systems while transitioning to a high-performance, cloud-native platform.
• Support common platform features such as self-service onboarding and ability to scale to support unexpected future volume demands.

Director, Cloud Engineering

Account Manager

• Acts as the primary strategic contact for several of Fidelity Charitable’s largest and most valuable institutional relationships.
• Develops a detailed understanding of client's business and critical initiatives.
• Responsible for business development, client growth, client retention, client satisfaction, risk management.
• Documents client activities, business opportunities, call reports and all communications with clients on a timely basis.
• Proposes and coordinates consulting engagements with Fidelity Charitable subject matter experts based on business need.

VP, Institutional Relationship Manager

Financial Planning and Analysis

• Responsible for assessing how new investments and changing requirements affect the 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, and complex and innovative products.
• Assemble critical information and coordinate analyses for production team leads to interpret impacts.
• Create requirement summaries to inform the 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.
• Summarize and communicate impacts of new requirements to Senior Management and key business partners.
• Coordinate and maintain documentation for ongoing reference and support implementation of new processes.
• Coordinate and deliver training to improve understanding of new and changing requirements among staff.
• Demonstrate initiative in growing knowledge to support readiness for new changes impacting the business.

Director, Alternative Investments – Regulatory Reporting

DevOps Engineer

• Collaborate with SREs to convert real‑world operational pain points into well‑crafted, reliable internal tools.
• Build full‑stack internal tools that improve operational efficiency, automation, and visibility for SRE teams.
• Translate engineering pain points into scalable solutions that simplify workflows and enhance reliability.
• Develop backend services, automation frameworks, dashboards, and UIs that reduce cognitive load and accelerate troubleshooting.
• Ensure the tools you build are performant, resilient, and easy to support as usage scales.
• Support engineers through clear documentation, thoughtful UX, and ongoing partnership across teams.

Principal Full Stack Engineer – SRE

Call Center Representative

• Lead vision, strategy, and execution of omni-channel contact center platform
• Provide executive leadership for multiple engineering teams responsible for core contact center capabilities
• Own architectural roadmap, establish engineering standards, and champion engineering excellence

Vice President, Software Engineering – Contact Center Platform

Accounting Manager

• key member of the team accountable for the financial accounting and reporting of DI managed entities
• assisting with the closing of the books and records of certain private equity funds
• reviewing the work of associate accountants on the team
• responsible for the general ledger of these entities and ensuring strong controls are maintained through quality, well documented account reconciliations
• interacting with senior members of the finance and business groups that support the entities as well as with tax, treasury, and external auditors