5 years of financial industry experience with client services, sales, money markets or fixed income
BA/BS required. Series 7 & 63 preferred if not, obtained within 120 days
The Purpose of Your Role
This position supports key business initiatives for the FILMS channel. This includes working with our Institutional Customers, Internal & External Sales Representatives, Client Services, FAM Portfolio Managers and Traders in facilitating trading activity in money market mutual funds.
The Skills You Bring
Develop and maintain relationships with all parties listed above
Basic understanding of the financial markets
Ability to work in a small team environment
Strong analytical and problem solving skills
Ability to multi-task multiple platforms at the same time
Eagerness to take initiative
The Value You Deliver
Monitor trading in the money market funds and communicate information to the appropriate FAM trading desk.
Become an expert with the system interrelations of DST, FBSI and the Mutual Fund Operations Platform as well as become proficient in understanding trade settlement and adjustment policies & procedures
Respond to fund and product related inquiries and information requests from Clients, the Sales Teams, Portfolio Managers and Traders
Develop an understanding of how money market funds are managed along with how internal and external forces impact the funds and the competitive landscape
Ensure that all compliance rules and regulations are followed and be able to communicate the importance of adherence.
Provide support to different product management requests that include various weekly and monthly reports, fund comparisons and other fund analytics.
How Your Work Impacts the Organization
Fidelity Institutional Asset Management i s dedicated to the intermediary and institutional marketplace, such as defined contribution record keepers, insurance variable annuity providers, broker dealers and financial advisors. Fidelity Institutional Asset Management is a gateway to Fidelity's broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income and global asset allocation. Overall client satisfaction and participation in key initiatives aimed at retaining or gathering new assets are critical component to the success of FIAM having a direct impact on revenue and profitability for the firm.Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com
Fidelity Investments is an equal opportunity employer.