Global Fund Operations & Transitions Manager

Fidelity

Westlake (TX)

On-site

USD 140,000 - 190,000

Full time

4 days ago
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Job summary

Fidelity is hiring a Manager FFIO Global Product Solutions to support asset management, investment product and distribution channels in portfolio launches, retirement plan conversions, mergers and liquidations, and product-structure changes. You will coordinate with internal and third‑party partners to ensure timely, accurate delivery of fund event operations.

The role spans front-, middle-, and back‑office functions and aims to improve the customer experience.

Qualifications

  • 7+ years of experience preferred.
  • Effective written and verbal communication.
  • Fund operations experience in accounting, valuation, custody.
  • General investment product knowledge including product pricing, investment structures, regulatory framework, and/or distribution.
  • Familiarity with portfolio transition management, security settlements, foreign markets.
  • Bachelor’s Degree or equivalent.

Responsibilities

  • Coordinate with internal and third-party partners to provide timely, accurate delivery of operational components of fund events.
  • Work across front-, middle-, and back-office functions to ensure consistency and improve the customer experience.
  • Collaborate with investment operations, trading, compliance, legal, and oversight teams to bring new products and services to customers.

Skills

7+ Years Experience
Effective communication
Fund operations
Investment product knowledge
Portfolio transition management

Education

Bachelor’s Degree or equivalent

Job description

Fidelity is hiring a Manager FFIO Global Product Solutions to support asset management, investment product and distribution channels in portfolio launches, retirement plan conversions, mergers and liquidations, and product-structure changes. You will coordinate with internal and third‑party partners to ensure timely, accurate delivery of fund event operations.

The role spans front-, middle-, and back‑office functions and aims to improve the customer experience.

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