Job Description:

The RoleAre you looking for an exciting opportunity to support the Asset Management investment process? The function of this job ensures investment professionals across Fidelity have access to valuable external research to drive the investment decision making process. We believe your client service skills will help you forge relationships with management and investment professionals through your proactive support of their external research needs. We know you will improve our processes for handling external research vendors and develop innovative ways for research spend governance! The value you deliver includes:Acting as liaison between Investment Professionals and external vendors, leading approvals for research costs and delivering ad hoc spend and/or eligibility data to analysts and managementFacilitating the onboarding process of requested research providers and assisting in appropriate due diligence process with legal and complianceOverseeing the maintenance of research and market data firms including adding and on-going management of (i.e. mergers and acquisitions) across multiple platformsRunning the quarterly research vote cycle including quality checks on data and reporting vote resultsCollaborating with Commission Uses, Vendor Administration, Vendor Relations and Market Data teams on service eligibility changes and updates, and workflow integrations

The Expertise and Skills You BringBachelors degreeCustomer service or client facing experienceStrong written and verbal communication skills, strong interpersonal skillsAttention to detail, ability to analyze and synthesize a wide range of data into valuable insightsFinancial services experience preferredMasters of Library & Information Science, not required but usefulExperience using business intelligence tools such as OAS or PowerBI, not required but useful

Note: Fidelity will not provide immigration sponsorship for this position.

The TeamResearch Services is a team within FFIO Consolidated Data Services group. We are responsible for managing all external research vendor relationships, the research vote and the soft dollar eligibility program on behalf of Asset Management.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.