Fidelity Investments · 4 hours ago
Senior Analyst, Bond SMA Operations
Merrimack, NH
Full-time
Hybrid
Senior Level
5+ years expFidelity Investments is seeking a hard-working, driven individual to join their Fixed Income Investment Services team as a Senior Analyst in Bond SMA Operations. The role involves managing operational processes for bond Separately Managed Accounts (SMAs) with an emphasis on data accuracy, risk management, and proactive communication in a fast-paced environment.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
Develop a comprehensive understanding of the bond SMA investment process and its organizational touchpoints
Perform time-sensitive data reconciliations, proactively identifying, researching, escalating, and resolving potential risk or data quality issues before the business start of day
Provide real-time support for investment process workflows, collaborating with technology and business partners to troubleshoot and resolve issues throughout the day
Communicate effectively with portfolio management and trading teams in a fast-paced environment
Coordinate and respond promptly to requests from distribution partners
Identify and implement operational process improvements with a strong focus on risk management
Qualification
Required
Bachelor's degree with 5+ years of experience in financial services; SMA experience preferred
Ability to thrive in a fast-paced environment and work confidently with investment professionals
Strong judgment, problem-solving skills, and exceptional attention to detail
Excellent communication skills and proven ability to manage time-sensitive workflows
Demonstrated success partnering with business and technology teams to deliver scalable, robust solutions
Advanced analytical skills, including proficiency with SQL and database tools for data analysis
Awareness of market events and ability to research and interpret their impact as needed
Preferred
SMA experience preferred
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
2026-01-23
Livemint.com
2026-01-22
Company data provided by crunchbase