Director, Security Reference Data Management at Fidelity Investments

Merrimack, New Hampshire, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

Bachelor’s degree or equivalent experience
10+ years in financial services or data operations preferred
Strong understanding of data strategy and governance principles with a dedication to upholding data policies
Strong understanding of Private Credit and Loan data and/or operations preferred
Strong understanding of investment operations, fund accounting, and data management principles
Strong written and verbal communication skills with the ability to present sophisticated information clearly to multiple audiences
Proven track record of navigating and influencing across a demanding organization with conflicting priorities
Ability to challenge the status quo, bring thought leadership, and inspire followership
Deep expertise in fixed Income assets and alternative investment instruments such as private credit and broadly syndicated loans (BSLs)

Responsibilities

Define and execute the strategic vision for the Security Reference and Business Entity Operations Team, aligning with broader business and data governance objectives
Lead and develop a high-performing team focused on delivering accurate, timely, and well-governed reference data to support trading desks and investment professionals
Responsible for data stewardship of security reference data and business entities, ensuring compliance, audit readiness, and alignment with enterprise standards
Design and implement data controls for private credit instruments and ratings hierarchies, supporting transparency, consistency, and downstream data consumption
Champion data quality and integrity across private credit and loan instruments, enabling efficient and informed investment decision-making
Collaborate cross-functionally with technology, risk, compliance, and investment teams to ensure seamless integration of data operations into broader business processes
Drive continuous improvement through process optimization, automation opportunities, and proactive issue resolution
Build and lead a high-performing team focused on complex instrument data
Partner closely with global investment managers and key business partners on Fixed Income and High Income trading desks
Deliver trusted reference data that enables efficient and informed investment decision-making
Shape operational processes and data standards for a growing and evolving asset class

Skills

Key technologies and capabilities for this role

Fixed IncomePrivate CreditBroadly Syndicated LoansSecurity Reference DataData GovernanceData StewardshipOperational LeadershipData ControlsRatings Hierarchies

Questions & Answers

Common questions about this position

Is this a remote position or does it require working in an office?

The role is based in Merrimack, NH, indicating an on-site requirement at that location.

What qualifications and experience are required for this role?

A Bachelor’s degree or equivalent experience is required, along with 10+ years in financial services or data operations preferred. Strong understanding of Private Credit and Loan data/operations, investment operations, fund accounting, data management principles, data strategy and governance, and excellent written and verbal communication skills are also needed.

What is the salary or compensation for this position?

This information is not specified in the job description.

What kind of team will I be leading in this role?

You will build and lead a high-performing Security Reference Operations Team focused on complex instrument data, particularly fixed income assets, private credit, and broadly syndicated loans.

What makes a strong candidate for this Director role?

A strong candidate has deep expertise in fixed income assets, private credit, and BSLs, with proven leadership in data operations, data governance, and cross-functional collaboration to drive operational excellence.

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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