skillventory - A Leading Talent Research Firm

Risk

• Provide independent risk oversight and challenge to 1st line fraud and operational functions
• Conduct independent risk assessments on fraud risk management processes and controls
• Coordinate fraud risk incident management
• Partner with stakeholders in development of fraud risk metrics/KRIs, risk appetite/tolerance management
• Provide fraud risk advisory support in the development of new products, services, and key business projects

Manager, Fraud Risk Oversight

Platform Engineer

• Plan, coordinate, and report on project status across all lifecycle stages, with emphasis on design and development
• Lead project planning strategies, including estimation, budgeting, and milestone scheduling
• Maintain detailed status reporting, track issues, manage risks, and enforce change control processes
• Monitor delivery team activities to ensure alignment with objectives and timely execution of deliverables
• Facilitate clear communication and presentations across all levels of management

Senior IT Project Manager – Cloud & Platform Engineering

Software Engineer

• contribute to a dynamic and fast-paced development team supporting researchers in prototyping and delivering new systematic investment strategies
• provide high impact solutions on various projects including alpha research, portfolio construction, and risk management
• committed to constructing high-quality, scalable, robust, resilient and efficient analytical and software solutions that propel investment processes forward

Principal Quant Developer

Full-stack Engineer

• Drive development and enhancement of client-facing Trading capabilities
• Deliver high-quality technology solutions through collaboration with architects, technologists, and business partners
• Resolve complex challenges and ensure timely and accurate product delivery
• Contribute to IWMS strategic mission
• Foster a high-performing engineering culture built on innovation, collaboration, and continuous improvement
• Champion an inclusive and energized environment
• Promote alignment with enterprise standards while empowering teams to succeed

Engineering Leader – Trading

• supporting critical components of our risk program including risk assessments, incident and issue management, and key risk initiatives
• Advise new product, business and senior leadership on operational risks and risk mitigation strategies
• Proactively lead risk assessments to identify, assess, and monitor operational risks and control gaps
• Partner closely with business leads to develop remediation action plans
• Develop and track business unit key risk indicators to monitor operational risk profiles
• Coordinate risk initiatives with other second-line-of-defense leaders and functions to optimize cross-functional effectiveness
• Collaborate with legal, risk, and compliance across the organization to identify emerging risks and opportunities
• Timely investigation of incidents, determine root cause, and advise on corrective actions
• Build effective working relationships with business leaders and cross-functional partners

Senior Manager, Brokerage Risk

• Support tax reporting and compliance activities related to retirement accounts including Traditional IRA, Roth IRA, SEP, SIMPLE, and employer-sponsored retirement accounts
• Analyze retirement-related transactions such as contributions, distributions, rollovers, conversions, and recharacterizations to ensure accurate tax treatment and reporting
• Assist in the preparation and validation of retirement tax forms including Forms 1099-R, 5498, 990-T and related IRS reporting requirements
• Research and resolve tax discrepancies, reporting questions, and operational issues related to retirement account activity
• Partner with operations teams to ensure retirement transactions are processed in accordance with IRS regulations
• Partner with technology, product, operations, and compliance teams to ensure tax reporting accuracy
• Contribute to requirements gathering and testing for system enhancements impacting tax reporting
• Document processes, procedures, and regulatory interpretations to support operational consistency

Brokerage Tax Analyst

Sales

• Partner through the Sales Deal Support Cycle: Firm Profiling, Request for Proposal, Prospect Project Plan, Financials, Risk Review, Discovery, and Agreements
• Drive business outcomes by aligning organizational support and serving as a liaison across IWMS, FI, and third parties
• Participate in the planning and sales execution strategy for Clearing and Custody prospects plays alongside the Segment Management Teams
• Directly engage with prospect firms throughout the sales process, including responding to due diligence requests and helping educate firms on right fit Fidelity solutions
• Fostering relationships with internal and external Centers of Influence who are essential members of the platform sales ecosystem

Director, Sales Enablement

Financial Planning and Analysis

• Lead accounting and reporting for a diversified investment portfolio across US and Bermuda entities
• Develop and maintain company accounting policies aligned with GAAP and statutory requirements
• Evaluate and apply new and proposed accounting guidance for different reporting bases; assess implications for current and future investments
• Analyze complex investment transactions and ensure proper accounting treatment under US GAAP and statutory frameworks
• Oversee preparation of investment related statutory filing schedules and support quarter-end and year-end closing processes
• Build and maintain robust investment accounting processes and internal controls
• Serve as primary contact for auditors on investment accounting matters
• Mentor and develop junior team members
• Manage and optimize investment accounting systems, including Clearwater, ensuring data integrity and process efficiency
• Collaborate cross-functionally with internal teams and external partners to ensure consistency in accounting policy elections and reporting

Vice President – Investment Accounting

AI Engineer

• Design, build, and integrate agentic applications (LangGraph and/or Google ADK) end-to-end
• Develop and maintain APIs with FastAPI and REST best practices
• Implement prompt/context engineering for LLM agents
• Create indexing and retrieval pipelines (embeddings, vector stores, RAG)
• Integrate external tools, services, and data sources into agent workflows
• Build, connect, and maintain user-facing apps with React and Next.js
• Lead UI architecture, state management, and performance optimization
• Write clean, tested, production-quality code on both frontend and backend

Principal AI Engineer

Actuary

• Provide advice to clients regarding their benefit programs with an initial emphasis in defined benefit plans
• Work on annual pension actuarial valuations to determine cash and accounting requirements
• Support merger and acquisition transactions as they impact corporate benefit programs
• Help clients efficiently lead their employee benefits programs from a financial, compliance, and communications perspective
• Develop custom micro sites for a wide range of corporate compensation and benefits needs

Associate Actuary

Backend Engineer

• Build and manage the cloud platform
• Marry full-stack software engineering skills with hands-on cloud development
• Collaborate with architects to design and build foundational cloud components and frameworks

Senior Python Full Stack Engineer

Manager

• Review financial reports to ensure accuracy and compliance with regulatory requirements and internal quality standards.
• Coach and mentor staff to achieve high-quality results and adhere to process controls.
• Deliver detailed, scalable operational processes.
• Assist in preparation and review of documents and filings effectively and efficiently using various Fidelity systems and process validations.
• Collaborate well within the team and with external business partners through strong verbal and written communication.
• Demonstrate a proactive approach to growing your skills and building your product knowledge.

Manager, Shareholder Reporting

• Performing Pension valuations including (ERISA, FASB ASC 715, FASB ASC 960)
• cost and benefit design studies
• non-discrimination testing
• benefit statements and compliance
• Training and assisting Analysts to ensure the continued development of staff
• Help with coordinating and managing projects and budgets
• Preparing reports for client presentations and completing/reviewing required compliance tasks (government forms and non-discrimination testing)
• Other projects including mergers/acquisitions/divestitures, plan terminations, cost and benefit design studies
• Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients

Senior Associate, Actuary

Director

• Provide outstanding leadership and investigative expertise
• Drive operational excellence
• Partner closely with key stakeholder across the firm
• Implement transformational upgrades to modernize the team’s process and technology

Director, Background Investigations

Project Manager

• Help Fidelity's clients in collaboration with Communications Consultants to deliver critical information to their employees.
• Develop and deliver best-in-class communication materials through a variety of channels.
• Manage the communication workflow, production, and execution of Workplace Investing (WI) communication materials for our Strategic Market clients.
• Provide communication, production consultative support, and recommendations to Communications Consultants, Client Service Teams, business partners, and/or client.
• Ensure regulatory mailings are set up and distributed in adherence with FINRA and DOL requirements.
• Daily oversight of email and print production, web content, inventory management, and issue resolution.