Logo for Fidelity Investments

Director, QRI Business Operations

Role overview

Qualifications

  • Bachelor’s degree or higher in a quantitative field such as mathematics, statistics, engineering, computer science, finance, or a related field.
  • 5 plus years of experience in investment operations, data operations, business operations, or a related financial services support function.
  • Strong analytical capabilities, with the ability to understand complex datasets and implement effective data quality controls.
  • Experience with SQL, Python, Snowflake, Oracle, and/or other data and automation tools.

Responsibilities

  • Build and maintain a transparent, consistent business operations framework that drives quality, control, and continuous improvement across QRI.
  • Drive prioritization and implement improvements in execution with a focus on automation to reduce operational risk and increase efficiency.
  • Ensure maintenance of workflow documentation and desktop procedures, ensuring process consistency across team members.
  • Respond to evolving business priorities and new requests while balancing risk, quality, and execution timelines.

Key facts

  • Remote from: New Hampshire (USA)
  • Full time
  • Senior (5-10 years)
  • Director - Investment Banking
  • English

Hard skills

Other skills

  • Analytical Skills
  • Communication
  • Collaboration

About the company

Fidelity Investments logo

Fidelity Investments

Financial Services

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

Company details

IndustryFinancial Services
Company size10,001+

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Director, QRI Business Operations will support investment professionals within Quantitative Research and Investments (QRI), with a primary focus on the operational processes that enable the proprietary index and quantitative research teams. This role will support daily operational activities, including data validation, vendor relationships, issue management and other investment research support functions. The individual will work closely with various research teams and collaborate across Fidelity to ensure operational processes are well-controlled, efficient, scalable, and aligned with QRI’s strategic priorities.

Responsibilities

  • Build and maintain a transparent, consistent business operations framework that drives quality, control, and continuous improvement across QRI.
  • Build and maintain strong working relationships with research, technology, compliance, product, vendors, internal clients and other key business partners.
  • Drive prioritization and implement improvements in execution with a focus on automation to reduce operational risk and increase efficiency.
  • Develop a solid understanding of the quantitative investment process, including data inputs, data validation, index methodology research, issue resolution and downstream operational dependencies.
  • Ensure maintenance of workflow documentation and desktop procedures, ensuring process consistency across team members.
  • Respond to evolving business priorities and new requests while balancing risk, quality, and execution timelines.

The Expertise and Skills You Bring

  • Strong analytical capabilities, with the ability to understand complex datasets and implement effective data quality controls.
  • Strong understanding of financial data, including security, company, portfolio, and index-level information, as well as pricing across equities, fixed income, and derivatives.
  • Experience with SQL, Python, Snowflake, Oracle, and/or other data and automation tools; familiarity with data quality frameworks preferred.
  • Experience identifying anomalies, assessing data quality issues, and designing processes to improve workflow reliability and control.
  • Excellent communication and collaboration skills, with the ability to work effectively across technical, investment, operational, and senior leadership teams.
  • Ability to design effective processes, identify improvement opportunities, and proactively surface risks, gaps, and dependencies.
  • Contributes positively to the team environment and is committed to strengthening Fidelity’s culture through accountability, collaboration, and continuous improvement.
  • Bachelor’s degree or higher in a quantitative field such as mathematics, statistics, engineering, computer science, finance, or a related field.
  • 5 plus years of experience in investment operations, data operations, business operations, or a related financial services support function.

The Team

The Asset Management Investment Services (AMIS) division is comprised of: Business Operations and Strategy, Fidelity Fund and Investment Operations, Investment Services and Investment Risk Management teams.  This division works together to support AM's strategic goals while operating as the best partner to the business to protect our clients via risk oversight, common data and support, as well as strategic business planning.  The Quantitative Research Investment Services (QRI IS) team, while part of AMIS, is aligned with the priorities of the Quantitative Research and Investments (QRI) organization within Asset Management.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Investment Operations

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Director - Investment Banking Related jobs

Other jobs at Fidelity Investments

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.