Fidelity Investments · 1 month ago
Investment Trade Operations Senior Manager
Merrimack, NH
Full-time
Hybrid
Senior Level
5+ years expFidelity Investments is a leading financial services corporation, and they are seeking a Senior Manager of Bank Debt to oversee operations within their trade operations team. This role involves building and managing a team to ensure efficient processing and settlement of transactions while collaborating with key stakeholders to align on business objectives.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
Lead and develop a high-performing team focused on delivering accurate, timely, and well-governed settlements, processing, and data to support trading desks, accounting and internal business partners
Overseeing all tasks associated with the Bank Debt Group including (but not limited to) trade settlements, fail management, and accounting processing
Identifying and escalating issues, which could have significant impact on daily operations
Providing exceptional service to the various business partners
Participating in future project opportunities and facilitate change in a rapidly developing environment
Assisting with development and review for new and/or changes to departmental policies and procedures
Collaborating within team environment to successfully manage daily work volumes and quality standard
Qualification
Required
Bachelor's degree or higher
5+ year's industry experience, preferably in middle or back office operations roles
Lead and develop a high-performing team focused on delivering accurate, timely, and well-governed settlements, processing, and data to support trading desks, accounting and internal business partners
Solid understanding of Broadly Syndicated and Private Term Loan settlements and maintenance
Strong risk management and process improvement focused experience
Self-motivated with a high degree of ownership and accountability for results
Strong experience in operations management concepts and tools
Strong understanding of change management, organizational strategy and design concepts
Strong organizational understanding and an ability to work with all levels, both within and outside of the organization
Works effectively to get results while both leading and participating on teams
Excellent communication skills (verbal/written) and a demonstrated ability at influencing change
Overseeing all tasks associated with the Bank Debt Group including (but not limited to) trade settlements, fail management, and accounting processing
Identifying and escalating issues, which could have significant impact on daily operations
Providing exceptional service to the various business partners
Participating in future project opportunities and facilitate change in a rapidly developing environment
Assisting with development and review for new and/or changes to departmental policies and procedures
Collaborating within team environment to successfully manage daily work volumes and quality standard
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.
10001+ employees
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
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-08
2026-01-08
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