Fidelity Investments

  • Boston, MA, USA

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.

Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.

Fidelity Investments Smithfield, RI, USA
Nov 05, 2018
Full-time
Leads the identification of optimal research and analysis methodologies to be used to provide key findings that will address a broad range of complex business questions. Supports advanced analytics/data modeling. Provides technical leadership to data scientists and business stakeholders to define data requirements, perform gap analysis, source and transform data to support exploratory data analysis, and design models. Primary Responsibilities: Leads multiple, high impact data research/analytics projects and programs. Collaborates with and provides consulting to business partners to understand strategic requirements and corresponding needs for insight/information, and recommends optimal research and analytical approaches. Delivers key findings for multiple projects/programs to business leader's and assists with decision making and prioritization of initiatives. Serves as Subject Matter Expert for implementation of new approaches and identification of optimal blend of research/analytic techniques. Provides end-to-end solutions that can tum complex and large volumes of data into 'intelligent data' that can answer critical business questions. Provides leadership in the development of test strategy and measurement plans. Plans, implements, and tracks long-term and short-term data projects. Partners with technology teams to operationalize findings from exploratory data sourcing sprints. Education and Experience: Bachelor's degree (or foreign education equivalent) in Computer Science, Engineering, Business Administration, Marketing, Mathematics, Statistics, or a closely related field and six (6) years of experience in the job offered or six (6) years of experience in ad hoc data mining and predictive modeling to support investment management distribution strategy for CRM. Or, alternatively, a Master's degree (or foreign education equivalent) in Computer Science, Engineering, Business Administration, Marketing, Mathematics, Statistics, or a closely related field and four (4) years of experience in the job offered or four ( 4) years of experience in ad hoc data mining and predictive modeling to support investment management distribution strategy for CRM. Skills and Knowledge: Candidate must also possess: Demonstrated Expertise ("DE") extracting large datasets for predictive modeling and time series analysis using SPSS for financial distribution center and financial products in Oracle-based Star and Relational databases. DE analyzing data from Oracle-based Star and Relational database CRM systems to identify sales opportunities in financial distribution and financial products, and to measure the results of client interactions in these opportunities with field and phone wholesalers and marketing initiatives. DE developing client segmentation analysis to support multi-channel financial distribution and financial products sales and marketing efforts, including segmenting clients based on different financial products related to channel sales strategy and developing linear and logistic regression models for customer segmentation. DE analyzing and presenting results of financial products sales and marketing to senior executives and making recommendation to marketing and sales stakeholders
Fidelity Investments Durham, NC, USA
Nov 05, 2018
Full-time
The successful Candidate for this role will become part of the Center of Excellence for Process Automation in Personal Investing at Fidelity. We provide end-to-end architectural strategies and spearhead innovative solutions for our customers. This includes a very large realm of activities, including but not limited to:  influencing product strategy, developing scalable solutions, partnering with squads in launching valuable and clear solutions to our customers. As a Data Engineer you will utilize your expertise to have an end-to-end vision, and to see how a logical design will translate into one or more physical databases, and how the data will flow through the successive stages involved. You have a passion for delivering solutions in a client obsessed environment that will give you opportunities to grow multi-dimensionally. The Expertise We’re Looking For Bachelor’s degree in Computer Science or similar discipline. 5+ years’ experience in Large Big Data Development and Deployment Automation in Private/Public cloud preferably on AWS Understanding principles, best practices and trade-offs of schema design for both Relational and NoSQL database systems Good Understanding of Big Data NoSQL databases/technologies (DynamoDB, Hive, Spark, MongoDB) Experience with DevOps, Continuous Integration and Continuous Delivery (Maven, Jenkins, Stash, Ansible, Docker) Extensive Experience Programming in Python, Ruby, Go, JavaScript and Java, as well as strong Unix shell skills Define structure, integrate, govern, store, describe, model, and maintain data in the enterprise for accuracy and usage maintaining current state Support policies and procedures enforced by the data governance committee to ensure best practices of data architecture including accountability, governance, and requirements Document data inventory and data flow diagrams to determine what can be measured, when and how Experience building Data Ingestion on the cloud (using tools like Glue, Apache Sqoop or other vendor products like Talend or StreamSets) The Purpose of Your Role Determine database structural requirements by analyzing client operations, applications, and programming; reviewing objectives with clients; evaluating current systems; Develop database solutions by designing proposed system; defining database physical structure and functional capabilities, security, back-up, and recovery specifications. Maintain database performance by identifying and resolving production and application development problems; calculating optimum values for parameters; evaluating, integrating, and installing new releases; completing maintenance; answering user questions.  The Skills You Bring Your expertise in languages such as Python, Ruby, Go, JavaScript and Java, as well as strong Unix shell skills Your Big Data Skills with popular stacks like Hadoop and Spark Your knowledge of AWS CloudFormation, OpenStack HEAT templates and Terraform Your expertise in all phases of data modeling, from conceptualization to database optimization. Your ability to map the systems and interfaces used to manage data, sets standards for data management, analyzes current state and conceives desired future state, and conceives projects needed to close the gap between current state and future goals Your desire and aptitude for learning new technologies Your excellent verbal and written communication skills The Value You Deliver Build a strategy to re-invent systems and tools to create a continuous cycle of Innovation Create data monitoring models for each product and work with our marketing team to create models ahead of new releases Ability to build data models supporting complex transformation Identifying and ingesting new data sources and performing feature engineering for integration into models How Your Work Impacts the Organization Fidelity Personal Investing Development teams provide direction and implementation to the experiences that enable our Retail customers to be financially successful. Your work, as part of the team, enables functionality developed throughout the firm to reach these customers and create the high-value interactions that will keep them coming back. As part of the team you will be able to impact the speed, efficacy, and scale of the technical solutions that will serve these customers through forward looking architectural designs as well as hands-on implementation. 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. Fidelity Investments is an equal opportunity employer.
Fidelity Investments Salt Lake City, UT, USA
Nov 05, 2018
Full-time
Advance Process Solutions (APS) is looking for top UI developer talent that can, via skilled development, drive high user satisfaction as it relates to the work flow and business process related web tools within our product portfolio. This role will play a key part in developing industry standard and best-practice web applications – utilizing modern and cutting-edge development languages, frameworks and methodologies. The Team As part of the APS business unit within Fidelity Investments, you will join a Scrum team of 6-8 highly skilled individuals tasked with re-imagining the next generation of Fidelity’s work flow suite of tools – this team will be highly focused on the UI side of this effort; challenged to craft a state of the art front-end experience that creates symmetry across a suite of related products. The Expertise You Have Bachelor’s Degree in Computer Science / similar technical discipline and or equivalent experience 5+ years web development using HTML / CSS / JavaScript 3+ years expert JavaScript development skills required Skills in jQuery, Angular, Backbone, Require, Bower, Browserify, or other advanced JavaScript skills are required Familiarity with AWS and other cloud-based development methodologies / best-practices Experience with Restful APIs is a plus Server-side experience also a plus – Java / .NET / Node.js / Golang, etc. The Skills You Bring  You have experience with modern web application packaging and deployment using Yeoman, Grunt / Gulp You have experience with Maven, Nexus, Git, NPM, Jenkins You have superb communication skills You have a strong problem resolution skills You have the ability to work in a team-oriented environment The Value You Deliver  Accountable for consistent delivery of functional software – sprint to sprint, release to release High level execution of web development best-practices per Fidelity processes and standards Devising or modifying procedures to tackle dynamic and complex business problems Excellence in software development practices and procedures Participating in application level architecture Developing original and creative technical solutions to on-going development efforts Responsible for QA readiness of software deliverables (end-to-end tests, unit tests, automation) Dedicatedly supporting implementation of moderate-scope projects or major initiatives Working on dynamic and complex assignments and often multiple phases of a project Assisting in developing departmental technical policies and procedures Assisting in establishing project plans for projects of moderate scope 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. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. Fidelity Investments is an equal opportunity employer.
Fidelity Investments Smithfield, RI, USA
Nov 05, 2018
Full-time
Corporate Technology Group (CTG) is seeking a Systems Analyst to define and document requirements for a series of compliance and risk-related IT projects with a focus on retail trade surveillance. The core objective of the project work is to help our sponsors to reduce regulatory risk and protect customer assets. This person will be expected to facilitate requirements gathering sessions with customers, document the requirements, and propose design solutions. A strong candidate will have some background in brokerage-related concepts, machine learning, robotics, and predictive analytics. The candidate must also have experience with the Agile development methodology, project management-related best practices, and leadership. This position is based full time in Smithfield, RI. Primary Responsibilities Understand and document current state business process flows, policies, and procedures. Solicit, understand, and document stories specific to efficiency and strategic initiatives put forth by business partners. Enter data into JIRA and coordinate sprints. Contribute ideas and information to system design discussions Become a subject matter expert on both business flows and our technology platform Partner closely with quality assurance team to transfer knowledge,  document use cases, and test software Oversee and implement process improvement initiatives specific to analysis and design best practices Analyze incident and problem trends specific to assigned projects. Recommend resolutions where appropriate. Facilitate meetings in an organized and efficient manner. Ensure the technology capabilities are responsive to the needs of the business objectives. Why Fidelity? Three consecutive years on CareerBliss'Top 50 Happiest Companies Employees Survey A company that is committed to innovation and being an industry leader by investing in technology More than 12,000 technology professionals utilizing an Agile methodology enterprise-wide Access to top-tier technology platforms, OS, and frameworks Non-traditional benefits like our Concierge Service, Computer Equipment Purchase Assistance Program and profit sharing eligibility Company Culture At Fidelity, you can find it all here.  We reward ambitious, passionate individuals with a work environment that fosters diversity, teamwork and collaboration as well as encourages innovative ideas and fresh thinking. We recognize the value that employees' individual differences can contribute to the bright and strong future of our company.  Education and Experience Bachelor degree in finance, mathematics, computer science, information systems, or a related technical field MBA or Masters is a plus. 10+ years working in the IT industry; 5+ years managing application development projects supporting compliance and/or brokerage functions Experience with vendor management and third-party product implementations. Time working with Actimize product and large batch cycles a plus. Experience in querying relational databases and interpreting results. Oracle and pl/sql stored procedures preferred Experience with finance and brokerage related concepts is preferred Skills and Knowledge Strong communication and leadership presence. The candidate must have the ability to present ideas and information clearly and effectively through oral and written channels. Ability to work with stakeholders geographically dispersed across multiple locations (both onshore and offshore). Ability to deliver projects using an Agile development methodology. Familiarity with the agile framework and JIRA is a plus. Ability to work closely with business and technology partners across multiple business domains and providing the appropriate system solutions Working knowledge of business intelligence tools, techniques, and best practices Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. Fidelity Investments is an equal opportunity employer.
Fidelity Investments Durham, NC, USA
Nov 05, 2018
Full-time
Fidelity Personal Investing – Client Solutions Technology Chapter Area is looking for a passionate Full Software Engineer-Analyst to build and support world-class products for its highly business critical Planning & Advice Platform Tribe. Our engineering team is innovative, diverse, passionate and self-driven. We work in a very dynamic agile environment. The Team Our ever-evolving technology stack ensures a great learning culture in the team. We are always exploring new technologies and new ways to continually provide value to our customers. This team has a direct and positive impact on Fidelity’s customers. As an engineer-analyst on the team, your primary role will be building, testing and engineering REST API’s on our Planning & Advice Platform. You are expected to quickly gain an understanding of all the components of our platform to be able to contribute to initiatives related to the enhancement, maintenance, and support of the platform. The team embraces agile in letter and spirit. So you will be expected to wear multiple hats of analysis and story grooming, development and testing. The Expertise You Have Bachelor's degree in Computer Science or Engineering 2-4 years of development experience in Java, Spring MVC / Spring Core / Web Services (SOAP/REST) and configuring web containers. Design patterns, UML. Test Driven Development, Junit, Jasmine, Karma, Protractor. IDE’s Spring Tool Suite, and Eclipse, within a UNIX and Windows environment. Application build, deploy using Continuous Integration/ Deployment (CI/CD) tools -- Jenkins, Maven, uDeploy, etc. The Skills You Bring You are able to write SQL queries and debug stored procedures within an Oracle environment. You have an understanding of Docker, cloud-computing / cloud services platforms (e.g. AWS or azure). You display leadership, are a  team player, collaborative, innovative, and eager to learn every day. You are a self-starter, and will actively challenge status-quo, are curious and not afraid to ask “Why” and “What if”? The Value You Deliver Understanding the leadership vision and executing on that vision. Helping further strengthen the culture of innovation by setting examples. Finding creative ways to get things done, and executing with high quality. Fostering a culture of best in class software engineering practices. Exercising a passion for keeping your knowledge up-to-date and displaying a growth mindset. Helping maintain the high level of integrity in the team. Taking ownership and accountability for figuring out what needs to be done. 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. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. Fidelity Investments is an equal opportunity employer.