At a Glance
- Tasks: Support daily investment operations and collaborate with teams to enhance data accuracy.
- Company: Join a leading financial services firm with a global presence in London.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Opportunity for leadership and career growth within a collaborative team.
- Why this job: Make an impact in investment operations while working with top professionals in the industry.
- Qualifications: 10+ years in financial services, strong analytical skills, and familiarity with Python/SQL.
The predicted salary is between 100000 - 150000 € per year.
The QRI Investment Services team is part of the Asset Management Compliance, Risk and Business Operations (CRBO) team, providing daily operational support to the Quantitative Research & Investments (QRI) team. This role is based in London and part of a global team. This role will have responsibility for tasks and functions supporting investment professionals. The primary focus will be on the daily investment operations tasks supporting the Active Quant portfolios and beginning of day process, and will include daily data reconciliations, and trade flow monitoring. The role will also support investment process data management, including oversight of key data inputs used across the investment lifecycle, and ensuring data accuracy, timeliness, and completeness. This includes partnering with technology and data teams to resolve data issues, improve transparency, and enhance data controls supporting portfolio construction processes. The role will require collaboration with various groups across Fidelity, and alignment with the portfolio management teams to support their daily needs.
Responsibilities
- Develop an understanding of all aspects of the quantitative investment process, including data inputs, data validation and workflows required for the portfolio construction process.
- Support daily investment process workflows, including data validation & cash management.
- Develop workflow documentation and desktop procedures, and ensure processes alignment.
- Support business priority changes and new requests.
- Build and cultivate relationships across multiple internal teams, including Compliance, Technology, Product, and Trading.
The Expertise And Skills You Bring
- 10+ years working experience in financial services.
- Bachelor’s degree required.
- Familiarity with database and Python/SQL concepts.
- Comfortable working with investors and a passion for learning various investment processes.
- Excellent judgment and problem-solving skills.
- Strong communication skills and a demonstrated ability to manage time-sensitive workflows.
- Project management skills; experience contributing to and/or managing projects with multiple stakeholders and new processes.
- Ability to perform multiple tasks simultaneously and comfortable in an environment of shifting priorities.
- Analytic skills allowing you to perform various data analyses.
- Self-motivated and comfortable taking the initiative and owning the outcome.
- Familiarity with investment or operations in Equity and Fixed Income asset classes.
- Provide leadership for local capabilities supporting QRI investment professionals.
The Team
The Asset Management Compliance, Risk and Business Operations (CRBO) team comprises the following teams: AM Compliance, AM Risk, Business Operations and Strategy, Counterparty Research & Analytics, Investment Services and Strategic Business Initiatives. The teams work together to support Asset Management’s strategic goals while being the best partner to the business to protect our clients via proactive compliance monitoring, risk oversight and strategic business planning. The team’s key organizational themes are business partnership and stewardship, platform modernization, innovation, and talent development.
VP, QRI Investment Operations employer: Fidelity Investments
Fidelity offers an exceptional work environment for the VP, QRI Investment Operations role in London, where collaboration and innovation are at the forefront of our culture. Employees benefit from a strong focus on professional development, with opportunities to engage with diverse teams across compliance, technology, and trading, ensuring a dynamic and rewarding career path. Our commitment to transparency and data integrity not only enhances operational efficiency but also fosters a sense of purpose in supporting investment professionals and their clients.
StudySmarter Expert Advice🤫
We think this is how you could land VP, QRI Investment Operations
✨Tip Number 1
Get to know the company inside out! Research Fidelity's values, culture, and recent projects. This will help you tailor your conversations and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Network like a pro! Reach out to current or former employees on LinkedIn. Ask them about their experiences and any tips they might have for landing a role in the QRI Investment Operations team.
✨Tip Number 3
Prepare for the interview by practising common questions related to investment operations. Think about how your experience aligns with the responsibilities mentioned in the job description, especially around data management and collaboration.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team!
We think you need these skills to ace VP, QRI Investment Operations
Some tips for your application 🫡
Know the Role Inside Out:Before you start writing, make sure you understand the ins and outs of the VP, QRI Investment Operations role. Dive into the job description and highlight key responsibilities and skills. This will help us see how your experience aligns with what we're looking for.
Tailor Your Application:Don’t just send a generic CV and cover letter! Tailor your application to reflect the specific requirements mentioned in the job description. Use similar language and keywords to show us you’re a perfect fit for the team.
Showcase Your Experience:When detailing your work history, focus on relevant experiences that demonstrate your expertise in financial services, data management, and project management. We want to see how you've tackled challenges and contributed to previous teams.
Apply Through Our Website:Make sure to apply through our website for the best chance of getting noticed. It’s super easy, and we’ll be able to track your application better. Plus, it shows us you’re genuinely interested in joining StudySmarter!
How to prepare for a job interview at Fidelity Investments
✨Know Your Numbers
Make sure you brush up on your financial services knowledge, especially around quantitative investment processes. Familiarise yourself with data inputs and workflows that are crucial for portfolio construction. This will show that you understand the role and can hit the ground running.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've tackled complex problems in previous roles. Highlight your judgment and analytical skills, especially in time-sensitive situations. This is key for a role that involves managing multiple tasks and shifting priorities.
✨Build Relationships
Think about how you can demonstrate your ability to collaborate across teams. Prepare anecdotes that showcase your experience working with compliance, technology, and trading teams. This will illustrate your capability to build relationships and support investment professionals effectively.
✨Get Technical
Brush up on your Python and SQL skills, as familiarity with these concepts is essential. Be ready to discuss how you've used these tools in past roles to manage data or improve processes. This will help you stand out as someone who can contribute to enhancing data controls.
