skillventory - A Leading Talent Research Firm

Operations

• Support daily operations that keep our funds accurate and timely
• Validate key components of mutual fund NAVs
• Complete reconciliations and review daily/monthly reports
• Research fund impacts and communicate results
• Help resolve issues quickly and accurately
• Contribute to projects, Agile initiatives, and process improvements
• Assist with new fund setups and operational readiness

Fund Operations Analyst

Compliance

• Act as the primary contact for all Nondiscrimination Testing (NDT) and Form 5500 related services
• Engage and establish a relationship with Plan Sponsors
• Provide education and consultation for NDT, Form 5500, PYES, and other special testing services
• Handle plan year end summary reporting, annual compliance testing, Form 5500 completion, and audit support for the plan’s year-end audit
• Initiate and maintain the relationship between the Plan Sponsor and TRS
• Collaborate with various groups within Fidelity to ensure smooth year-end testing and processing

Manager, Compliance

Data Analyst

• The Manager, Advanced Data Analytics and Insights acts as a domain expert who proposes and delivers targeted research and advanced analytics required to support business decision making.
• This role participates in multiple projects and requires independence, critical thinking, and confidence in applying statistics and analytics techniques.
• This role also serves as a strong business communicator with leadership, sponsors, and peers, collaborating with them to create key findings for moderately sophisticated business problems.
• The Manager is an individual contributor and does not directly oversee staff.

Manager, Advanced Data Analytics, Insights

• Engage with partners across business, analytics, and technical teams to enable easier access to improved data analytics
• Provide greater insights and decision-making capabilities to support strategic initiatives
• Work closely with a highly skilled, multidisciplinary team, fostering strong collaboration across Fidelity Technology
• Ensure timely delivery and successful outcomes
• Part of our Portfolio and Program team in Enterprise Data and AI that oversees data and AI portfolios and execution of large, complex cross BU strategic initiatives
• Contribute daily to making a difference in Fidelity’s technology advancement

Senior Data Analyst

Recruitment

• Attracting, sourcing, qualifying, presenting, and hiring candidates for our early career programs and seasonal internships.
• Collaborate with business partners: Discuss talent trends and hiring performance, using data to drive accountability and process improvement.
• Partner with hiring managers: Experience with driving engagement and hiring strategies with business partners.
• Lead recruitment projects/initiatives: Participate in and help lead recruitment projects and initiatives.
• Build high-trust relationships: Foster trust within our university community, business partnerships, and with hiring managers.
• Advocate for candidates: Market Fidelity, present roles, prepare candidates for interviews, answer questions, extend offers, and communicate status to ensure successful onboarding.
• Collaborate on sourcing and hiring efforts: Drive change through working with others to identify and plan sourcing and hiring strategies.
• Define mutual success: Set expectations for timeframes and recruiting efforts to provide a positive experience for candidates and clients.
• Assist candidates in career navigation: Help candidates identify appropriate paths at Fidelity and navigate opportunities.

Talent Acquisition Partner

Analyst

• support key initiatives across digital product strategy, instrument readiness and shareholder reporting
• prepare, review, and coordinate the production of financial reports
• contribute to the production of digital asset product financial reports
• collaborate across teams to enhance processes that support an evolving product set

Analyst, Digital Products – Shareholder Reporting

Financial Planning and Analysis

• Serve as a subject matter expert on managed accounts and their processes, focusing on customer experience, retention, and sales
• Handle the most complex managed account sales and service needs, including Annual Plan Reviews and risk mitigation
• Manage a diverse book of 1:1 covered clients with assets under management while actively partnering with the Wealth Management Team
• Conduct pre and post sales conversations with clients, establishing expectations on performance, fees, portfolio strategies

Investment Management Consultant II

• help drive the success of the employer brand strategy with new and upcoming graduates through development of an integrated, comprehensive marketing strategy
• business partner lead for University Talent team providing end-to-end marketing support for early ID, on-campus, interns and early career candidate engagement
• manage a team that delivers a cohesive candidate experience for entry-level roles and programs

Director, Recruitment Marketing

• Serve as Manager for analytics and insights work reporting on various improvement initiatives.
• Drive leading class analytics and insight generation.
• Build cross-functional relationships with business and analytics colleagues.
• Provide insights enabling data-driven decisions for strategic objectives.

Manager, Data Analytics, Insights

Backend Engineer

• Establish database standards for operations, upgrades, migrations and onboarding new applications and/or clients.
• Diagnose problem areas and develop solutions and/or workarounds by writing clear, concise, well-coordinated technical documentation to maintain standards and procedures.
• Monitor, configure, and maintain database platforms to ensure optimal performance, capacity planning, system health, and availability.
• Support existing infrastructure, integrate new features, and implement the data architecture of the organization.
• Collaborate with project managers, systems analysts, engineers, application teams, customers, and enterprise partners.
• Perform application database administration (Oracle/Postgres) across all phases of the SDLC, including SQL code review, performance analysis and query tuning.
• Participate in proof-of-concept (POCs) efforts to evaluate and enable new technology solutions.
• Design and implement highly resilient and performing Oracle database platforms, using distributed database technologies.
• Participate in 24X7 on call rotation schedule for various production support, database maintenance, housekeeping and installations.
• Establish Continuous Integration and Continuous Delivery (CI/CD) pipelines to deploy code and services to Amazon Web Services (AWS).

Senior Cloud Database Engineer

Software Engineer

• Responsible for defining and executing the technical strategy for applications
• Partner closely with Product Managers, Architects, IT Project Managers, Systems Analysts
• Own end-to-end delivery, technical health, and operational stability of applications
• Lead a delivery team of software engineers, systems analysts, and quality testers
• Balance product-level priorities with enterprise goals
• Ensure adherence to standards and best practices
• Foster a culture of engineering excellence, innovation, and continuous improvement
• Champion continuous integration and continuous delivery (CI/CD) practices
• Accountable for engineering talent lifecycle: hiring, onboarding, coaching, performance management

Director, Engineering

Content Marketing Manager

• Play a key role in shaping the type of help, guidance, and decision support people receive at different touchpoints of their journey.
• Translate sophisticated financial topics and strategies into clear, effective digital content that our customers can understand.
• Work with marketing and product teams to craft marketing copy for product experiences and campaign landing zones.
• Integrate thought leadership and education for contextual learning across primary journeys.
• Drive content strategies that focus on business-critical objectives while ensuring the customer is at the center of everything we do.
• Help guide projects from concept to completion, using data and analytics to test, iterate, and continuously improve content.

Principal, UX Content Strategy

Vice President

• You will lead client relationships that provide comprehensive H&W support and innovative solutions.
• These services can involve a variety of topics including, but not limited to: overall strategy development, plan design, reporting, vendor management and selection, pricing, and employee contribution settings and/or retiree health care solutions.
• You will lead H&W Workplace Consulting projects, mentor other associates and promote collaboration.
• You will be a member of the H&W leadership team.
• Lead the development and presentation of strategic recommendations to clients on an annual basis.
• Build extensive knowledge of the client and their business and find opportunities to expand relationships to solve client problems.
• Provide overall accountability to our clients for our strategic, analytical and financial deliverables.
• Provide direction, support, and review of health and welfare program renewals/pricing, budgets, IBNP development, and other H&W support.
• Play a leadership role in efforts to expand our H&W client base through participation in RFPs, finalist meetings and the development of new offerings.
• Develop and present webinars, and other marketing efforts, focused on H&W insights of interest to current and prospective clients.
• Collaborate with other senior leaders in the H&W practice to develop strategies to lead people development and client delivery.
• Lead and mentor the team of H&W associates assigned to support your client team, as well as the general H&W practice.

Vice President – Fidelity Workplace Consulting, Health & Welfare

Actuary

• Lead client relationships that provide comprehensive H&W support and innovative solutions
• Lead H&W Workplace Consulting projects, mentor other associates and promote collaboration
• Lead the development and presentation of strategic recommendations to clients on an annual basis
• Build extensive knowledge of the client and their business and find opportunities to expand relationships to solve client problems
• Provide overall accountability to our clients for our analytical and actuarial deliverables
• Provide direction, support, and review of health and welfare program renewals/pricing, budgets, IBNP development, and other financial support
• Play a leadership role in efforts to expand our H&W client base through participation in RFPs, finalist meetings and the development of new offerings
• Develop and present webinars, and other marketing efforts, focused on actuarial insights of interest to current and prospective clients
• Collaborate with other senior leaders in the H&W practice to develop strategies to lead people development and client delivery
• Lead and mentor the team of H&W associates assigned to support your client team, as well as the general H&W practice
• Co-lead the development & maintenance of actuarial tools and standards required to support our clients’ ongoing H&W needs
• Interact with our clients’ Accounting and Finance Teams, as needed, to include meeting with clients’ outside auditors when requested

Vice President – Actuary, Health & Welfare

Client Services Representative

• Leading implementation of operational changes
• Managing efficiency initiatives
• Partnering to review reporting and resolve challenges
• Building relationships across teams
• Supporting new business opportunities with operational insights