Job Description:

The Team and the Role

The Investments Team at Fidelity Charitable is responsible for the oversight of the charity’s investment portfolio as well as execution of public securities trading. As a Senior Analyst, Investments, you will be an important member of the Investments team, supporting execution and oversight of trading order flow, data management and reporting, and general support of investment programs. You will be responsible for managed account trade compliance review and execution, as well as monitoring of automated trade flows. You will also work closely with team members and business partners on improving efficiencies and completing reporting tasks in support of investment programs. Being successful in this role requires high attention to detail, positive and professional attitude, and the ability to work in a dynamic team environment.

The Expertise and Skills You Bring

Bachelor’s degree required with concentration in finance, economics, business management, or accounting preferred  3+ years’ experience in financial services, preferably in trading, fund operations, or reporting and data management roles Experience with trading order management systems, able to learn new systems and applications quickly An understanding of financial markets and publicly traded securities as well as basic familiarity with private markets and non-traditional assets. Familiarity with managed accounts also helpful Proficient with Microsoft Excel and managing large data sets. Experience with data aggregation and visual analytics tools such as Tableau, and working knowledge of SQL helpful but not required Progress toward or interest in pursuing CFA, CFP, MBA, or other relevant certifications is helpful but not required

The Value You Deliver

Accurate and diligent processing and monitoring of equity, fixed income, and cryptocurrency trading Managed account trade order management and portfolio compliance reviews Detailed reporting to support investment oversight, including financial audit, tax, and regulatory needs for public and private asset holdings Real-time risk management and risk mitigation A high degree of attention to detail and an analytical approach are required Thinks critically to solve sophisticated business problems Ability to manage time effectively, set priorities and meet deadlines in a fast-paced environment Excellent communication and organizational skills, with the ability to maintain successful working relationships across a multitude of cross-functional teams Ability to quickly acquire and assimilate information from multiple sources Strong individual contributor who works effectively as a member of a highly functioning team

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