Portfolio Services Group Analyst at Fidelity
Fidelity International
Engage with Fidelity's Managed Accounts as a Portfolio Services Group Analyst on a flexible hybrid schedule. This role requires keen analytical abilities and strong communication skills to enhance investment operations. As a full-time Portfolio Services Group Analyst, you will handle day-to-day operations for discretionary Managed Accounts. Your primary focus will be ensuring accuracy in trading operations and portfolio oversight. Collaborating with stakeholders, you will leverage your technical abilities in platforms like Microsoft Excel, Access, and SQL to streamline processes and resolve discrepancies. Key Responsibilities:
- Ensure market-related portfolio activities are monitored effectively
- Oversee daily reconciliation processes for accurate investment records
- Investigate discrepancies and coordinate resolutions with partners
- Assist with trade modeling for portfolio management
- Support client onboarding and operational activities smoothly
- 3+ years experience in portfolio management or trading
- University degree or equivalent experience required
- CFA Level 1 or CIM certification needed
- Experience in programming is an asset
- Knowledge of middle and back-office operations is a plus
Vacancy posted 1 hour ago
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