Manager - Investment COE at Fidelity Investments

Merrimack, New Hampshire, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

Bachelor’s degree in Accounting; CPA and/or Master’s degree preferred
5+ years of experience in investment accounting, financial systems implementation, or business analysis
Strong knowledge of GAAP, investment accounting principles, and internal controls
Strong analytical and problem-solving skills with experience in data analysis, process mapping, and requirements gathering
Familiarity with alternative investments and partnership structures is a plus
Proficiency in financial systems and reporting tools (e.g., Oracle, InvestOne, Workiva, Power BI, Tableau)
Ability to balance detail orientation with strategic thinking and execution
Highly motivated, flexible, quality focused team player with excellent organizational skills
Ability to quickly grasp complex organizational/ownership structures
Passionate about details while maintaining a broad view of business objectives
Excellent communication, organization, and stakeholder management skills

Responsibilities

Collaborate with cross-functional teams to gather, document, and validate business and functional requirements for investment accounting initiatives
Analyze investment data and operational processes to identify trends, inefficiencies, and opportunities for improvement
Translate business needs into clear specifications for technology teams and external vendors (e.g., Clearwater Analytics)
Develop and maintain business process documentation, data flow diagrams, and reporting requirements
Support the implementation of new investment accounting platforms by coordinating testing, validation, and user acceptance activities
Partner with accounting and technology teams to design and implement scalable, compliant, and efficient investment processes and controls
Provide analytical support for investment-related inquiries and strategic decision-making
Mentor and coach team members, contributing to a collaborative and high-performing team culture

Skills

Key technologies and capabilities for this role

investment accountingbusiness analysisrequirements gatheringstakeholder managementdata analysisprocess improvementClearwater Analyticsbusiness process documentationdata flow diagramsuser acceptance testingfinancial controls

Questions & Answers

Common questions about this position

What qualifications and experience are required for the Manager - Investment COE role?

A Bachelor’s degree in Accounting is required, with CPA and/or Master’s degree preferred, along with 5+ years of experience in investment accounting, financial systems implementation, or business analysis. Strong knowledge of GAAP, investment accounting principles, and internal controls is essential, plus proficiency in financial systems like Oracle, InvestOne, Workiva, Power BI, and Tableau.

What is the salary or compensation for this position?

This information is not specified in the job description.

Is this a remote position, or what is the work location?

This information is not specified in the job description.

What does the team culture look like at Fidelity Investments for this role?

The role involves mentoring and coaching team members while contributing to a collaborative and high-performing team culture.

What makes a strong candidate for this Manager - Investment COE position?

Strong candidates will have an analytical mindset, excellent problem-solving skills, the ability to translate complex business needs into actionable solutions, and be highly motivated team players with organizational skills and a passion for details alongside strategic thinking.

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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