ManchesterRecruiter Since 2001
the smart solution for Manchester jobs

Manager, Investment Corporate Actions - 2065857

Company: Fidelity Investments
Location: Merrimack, NH
Posted on: November 16, 2022

Job Description:

Engages key strategic initiatives focused on the replacement of core platforms. Collaborates with business partners for process improvements. Identifies impact funds -- drives scale efficiencies on end-to-end processes by shadowing sessions with internal and external partners to enhance end-to-end knowledge of Trade Operations, Pricing, FPCMS Tax, Fund Accounting, and Trading Desk.

Primary Responsibilities:

Continues the enhancement of complex review activities and processes through internal collaboration for the growth of efficient review techniques and best practices across global business units.

Analyzes reports on all corporate actions and runs macros across reports to generate relevant information for process status and delivery estimation.

Identifies financial stress points and risk exposure and advises on possible solutions.

Documents findings of studies and prepares recommendations for implementation of new systems, procedures, or organizational changes.

Reviews forms and reports and confers with management and users about format, distribution, and purpose.

Identifies problems and improvements.

Engages team members of multiple business units to analyze processes, create better synergies, identify impacts, and refine global operating models.

Conducts organizational studies and evaluations.

Designs systems and procedures.

Conducts work simplification and measurement studies.

Prepares operations and procedures manuals to assist management in operating more efficiently and effectively.

Education and Experience:

Bachelors degree (or foreign education equivalent) in Economics, Finance, Statistics, Mathematics, or a closely related field and three (3) years of experience in the job offered or three (3) years of experience performing data engineering and analysis to support mutual fund performance.

Or alternatively, Masters degree (or foreign education equivalent) in Economics, Finance, Statistics, Mathematics, or a closely related field and one (1) year of experience in the job offered or one (1) year of experience performing data engineering and analysis to support mutual fund performance.

Skills and Knowledge:

Candidate must also possess:

Demonstrated Expertise (DE) reflecting changes in securities to portfolio holdings as a result of corporate event using analysis of corporate action and accounting concepts; and performing manager review and oversight of all complex corporate action event processing to downstream trading applications.

DE allocating associate workloads to meet critical intraday deadlines; implementing changes to portfolio holdings and managing corporate action investment tasks and competing priorities to meet daily Service Level Agreements (SLAs) that allow downstream business partners to calculate net asset values for impacted portfolios; and identifying areas of risk within workflows and work processes to mitigate risk by initiating and implementing process improvements using Jira.

DE developing and maintaining workflows and procedures related to complex corporate actions -- corporate reorganizations, IPOs, and private debt restructuring events; and collaborating with external (trading desks, agent banks, and legal counsel) and internal (accounting, fund reporting, and processing) groups to affect change to corporate structures and identify fund processing.

DE leading process improvement projects for key corporate action work streams to affect change to the business using Agile methodologies; and automating and improving straight through processing from corporate action workstations to downstream accounting, trading, and compliance applications using Jira and business value metrics.

For full job details and to apply, please visit and search for job number: 2065857.

Keywords: Fidelity Investments, Manchester , Manager, Investment Corporate Actions - 2065857, Finance , Merrimack, NH, New Hampshire

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest New Hampshire jobs by following @recnetNH on Twitter!

Manchester RSS job feeds