Fidelity Investments · 2 weeks ago
Manager, Counterparty Credit Risk - Credit Risk
Fidelity Investments is a financial services corporation that provides investment management, retirement planning, portfolio guidance, and other financial products and services. The Manager, Credit Risk will assess and evaluate the credit worthiness of bank and broker-dealer counterparties, monitor credit exposure, and perform financial analysis while collaborating with various teams to resolve issues and support business needs.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Independently assess and evaluate the credit worthiness of bank and broker-dealer counterparties across Fidelity platforms
Monitor the credit and market exposure to these counterparts
Perform a qualitative and quantitative analysis of the financial condition of the firm
Monitor credit limit usage for assigned counterparts
Identify issues, and escalate with proposed solutions to the Vice President of Credit Risk as needed
Performing written credit analysis on assigned new and existing bank/broker-dealer counterparts
Establishing appropriate credit limits and guidelines based on analysis
Monitoring and escalating credit and market exposure as necessary
Collaborating with the FCM trading desks, product teams, middle and back offices, treasury, as well as legal, risk, compliance partners to resolve issues and support the needs of the business/products
Participating in the development, enhancement and testing of risk management systems
Qualification
Required
Bachelor's degree in finance, economics, or accounting
3+ years of related credit experience
Strong analytical, written, and oral communication skills that will be leveraged in influencing decisions
Your ability to work effectively in a trading environment, prioritize workload and contribute as a member of a dynamic, fast paced team
Strong teammate who is proactive, takes initiative, and communicates effectively with others
Preferred
CFA or CFA Candidacy helpful but not required, or willingness to obtain
Your experience with Bloomberg, S&P Capital IQ, PowerPoint, Excel, Tableau/Power BI a plus
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Recent News
2026-01-16
2026-01-16
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