Manager Tax and Cost Basis

Fidelity Investments - Westlake, TX 76262 APPLY TO THIS JOB

As a Project Manager - Director in the Mutual Fund Division, you will be joining an exciting and strategic thinking group in assisting on large initiatives and in creating scale & efficiency within the team.

The Expertise We’re Looking For

Bachelor's degree or higher in business or computer science

7+ years of experience demonstrating increasing responsibilities in a project/analyst role, preferably with a background in mutual funds

Experience working in brokerage operations

Experience working in data analytics, business intelligence or reporting

The Purpose of Your Role

The Director is responsible for developing and communicating strategy for individual products or small group of similar products based upon market, competition, regulatory and legislative trends.

The Skills You Bring

Monitors KPI metrics for assigned products; takes action and influences outcomes; escalates for material issues that have high visibility, impact or risk

Develops a portion of large scope business cases and works with business partners on the requirements; develops and presents medium scope business cases that are supported by strong analysis and are commercially compelling

Leads assigned tactical initiatives to drive implementation of product strategy incorporating current and new regulatory changes

Leads all facets of Product Management strategy for assigned products or small group of like products.

Provides direction to businesses and channels; responds to escalated issues and situations for assigned products and those of staff members

Provides decision support to assist the VP with execution of the strategy; helps inform decisions around strategic positioning

Makes business decisions that typically have mid to long term impact (e.g., 6-12 months) for assigned products; decisions impact revenue generation and profitability

Oversees and approves research on product questions; analyses trends and determines what course of action is required

Provides input into broad reaching problems; oversees and approves research pertaining to the issues and recommends what course of action is required

Strong analytical and problem solving skills, including demonstrated experience with root cause analysis

Detail oriented with the ability to quickly organize and prioritize multiple tasks

Strong PC skills including Word, Excel, Access, Power Point, Visio

Motivation and willingness to learn new technologies

Ability to work independently and as part of a team

The Value You Deliver

Establish and maintain relationships with peers and serve as a consultant for operational support and non-standard requests.

Document business requirements in collaboration with subject matter experts

Perform activities including querying, data analysis, mapping of vendor and internal data, workflow development, and process reengineering

Provide regular status updates to management

Act as liaison between Business and Technology

How Your Work Impacts the Organization

The OSG Mutual Fund Division supports the Fidelity Funds and over 700 third party Mutual Fund families. This division is responsible for the processing all security master functions related to Mutual Funds, all aspects of order flow processing, all corporate actions related to Mutual Funds and Mutual Fund settlements.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

Job: Operations

Primary Location: US-TX-Westlake

Schedule: Full-time

Job Level: Manager

Education Level: Bachelor's Degree (±16 years)

Job Type: Standard

Overtime Status: Exempt

Travel: No

Westlake, Texas
Westlake, TX


Fidelity Investments

Westlake, Texas 76262

7/11/2018 4:27:22 AM