Document Specialist, Strategic Contracts

Fidelity Investments Inc.; Durham (NC); On-site; USD 80,000 - 110,000; Full time

Job summary

The Strategic Contracts Document Specialist at Fidelity Investments in Durham, NC, manages intake and project management systems for contracts and provides analytics support to internal partners. You will review terms, track workflows, and drive efficient contracting processes within Procurement.

Candidates should have a Bachelor’s or paralegal cert and 3–5 years in contract administration, operations, and analytics, with strong MS Office and SharePoint skills and excellent teamwork.

Qualifications

• Bachelor’s degree and/or paralegal certificate preferred.
• 3-5 Experience in contract administration, operations, process improvement, project management, internal controls, reporting, and analytics.

Responsibilities

• Maintaining intake, assignment, front and back-end contracting, reporting, analytics, dashboards.
• Performing contracts research and reviewing contract terms.
• Partnering with internal stakeholders and management teams on various projects
• Effective relationship management and strong project management.

Skills

Intake management

Contract administration

Reporting & analytics

Dashboards

Contract terms review

Stakeholder partnership

Relationship management

Project management

Microsoft Word

Microsoft Excel

PowerPoint

Planner

SharePoint

Attention to priorities

Team collaboration

Clear communication

Education

Bachelor’s degree

Paralegal certificate

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Planner

SharePoint

Job description

Job Description:

Job Description:

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

The Strategic Contracts Document Specialist in Procurement manages the team’s intake and project management systems, assists internal business partners with their requests and questions received throughout the firm, reviews contracts for risk-related provisions, manages updates and enhancements for various technologies as needed, and performs analytics and other ad hoc tasks. The Strategic Contracts Document Specialist will work closely with the Strategic Contracts management team to drive efficient contract processes in support of Fidelity’s procurement organization. In addition, the Strategic Contracts Document Specialist will work on multiple internal contract tasks such as reporting, assigning, responding to research requests, assisting with analytics and technology projects, and processing workflows.

The Expertise You Have

• Bachelor’s degree and/or paralegal certificate preferred.

• 3-5 Experience in areas of contract administration, operations, process improvement, project management, internal controls, reporting, and analytics.

The Skills You Bring

• Maintaining intake, assignment, front and back-end contracting, reporting, analytics, dashboards.

• Performing contracts research and reviewing contract terms.

• Partnering with internal stakeholders and management teams on various projects

• Effective relationship management skills

• Strong project management skills

• Facility with Microsoft Word, Excel, PowerPoint, Planner; SharePoint

• Ability to respond to shifting priorities while maintaining regularly scheduled work

• Ability to work productively in a team environment in support of common goals

• Collaborative partner with strong communication skills

• Experience with buy-side contracting is a plus

The Value You Deliver

• Providing outreach and education regarding the contracting process and requirements

• Ensuring efficient and seamless delivery of contracting services and integrating the contracting process into business unit’s processes and procedures

• Acting as a liaison across multiple functions

The Team

The Strategic Contracts team in Procurement is an organization of talented, experienced contracts negotiation professionals who lead the legal, risk and business contractual framework for products and service purchasing agreements with Fidelity’s most strategic vendors. We are part of Fidelity’s larger Vendor Management Organization. We are vendor-facing associates who partner closely with the business and internal legal teams in all phases of the contracting process. We strive to build strong relationships, while protecting the firm from risk.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Legal

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.