Fidelity Investments is one of the world's largest providers of financial services, and offers investment management, retirement planning, brokerage, human resources and benefits outsourcing services to individuals and institutions. Fidelity Investments Management Technology (FIMT) provides worldwide technology and support to all the Investment Management, Research, Trading and Investment Operations functions. FIMT is an integral partner for Asset Management to deliver innovative, scalable, industry-leading investment tools that enable Asset Management to achieve competitive advantage globally.
Asset Allocation Technology (AAT), a division of Fidelity Investment Management Technology, develops and supports research, portfolio construction and investment operation applications for the Asset Allocation Division (AAD). AAD is composed of five lines of business including account management (focuses upon minimizing tax liabilities), model management (portfolio growth), funds management (college savings, retirement savings), financial solutions (investment methodology for the tools on fidelity.com) and intermediary solutions (new business opportunities for AAD).
AAT is seeking a developer that will work directly with end users in Asset Allocation Division, in a fast-paced environment, anticipating delivery in the following forms: data and solution analysis, documentation, ad hoc and scheduled reporting. Delivery will also include developing macros, prototypes and other tools to facilitate business processes. Deep knowledge of the Spotfire BI application is a key requirement. The spotfire BI tool is the main tool used by the Investment Managers to analyze FPP accounts. These reports are constantly being adjusted and enhanced to incorporate new product features and investment management needs.
Deliver technology solutions to complement portfolio management solutions for the GAA business line
Transform requirements into small-scale investment tools for end users
Operate as a key contributor to a delivery focused, iterative development team when called upon
Be self directed and highly motivated contributor to a team-base development environment
Documentation of requirements and technical specifications
Maintain trusted relationships with business partners and be recognized for your understanding of the business domain
Be highly productive in an agile project delivery environment, driving forward agile practices among the product owner team.
Education and Experience
Degree in Computer Science, Mathematics or Finance from an accredited college/university and at least 10 years demonstrated work experience or an equivalent combination of related training and experience
6+ years software development experience delivering IT solutions in financial environment
6+ years SQL experience, preferably Oracle PL-SQL
6+ years formal BI reporting experience, and some familiarity with Tibco Spotfire or Oracle BI platform
3+ years VBA/Excel experience
Solid Linux/Unix administration skills
Applied knowledge and experience in portfolio management solution delivery
Delivery focused, self starter yet team player
Strong verbal and written communication skills
Experience working directly with research analysts and investment managers
Experience with technology product development in the financial service industry, preferably portfolio management, trading and/or research applications
Exposure to agile product management and development practices in a fast paced environment
Skills and Knowledge
Excellent Engagement: Must have strong interpersonal, relationship management and facilitation skills. The candidate should be able to use these skills to influence a variety of audiences; business partners, technology partners, colleagues and direct reports.
Comfortable with ambiguity - must have the ability to shift gears quickly, making sounds decisions under pressure and in changing conditions
Strategic thinker – must have the ability to understand and anticipate the upcoming needs of the product and be mindful of this when planning and prioritizing functionality.
Detail Oriented - must have the ability to drill down into the details of an issue when needed while keeping the big picture in mind.
Domain Knowledge – must have an understanding of portfolio optimization techniques, quantitative methods and alpha and risk model analysis. Unified Managed Account (UMA) expertise from a business and/or technology perspective is a plus. The candidate must also have an in-depth understanding of the technology and software architecture needed to support the investment product.
Communication - must have excellent written and verbal communication skills with business and technical team members across the organization
Attitude of transparency – Must desire to bring disclosure and transparency to the business about development and grow business trust
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. For more information about Fidelity Investments, visit
Fidelity Investments is an equal opportunity employer.
Fidelity Investments has a rich and proud history of making financial expertise accessible and effective in helping people live the lives...