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Document Specialist, Strategic Contracts

Role overview

Qualifications

  • Bachelor’s degree and/or paralegal certificate preferred
  • 3-5 experience in areas of contract administration, operations, process improvement, project management, internal controls, reporting, and analytics
  • Strong project management skills
  • Effective relationship management skills

Responsibilities

  • Manage the team’s intake and project management systems
  • Assist internal business partners with requests and questions
  • Review contracts for risk-related provisions
  • Perform analytics and other ad hoc tasks

Key facts

Hard skills

Other skills

  • Problem Reporting
  • Microsoft Word
  • Microsoft Excel
  • Microsoft PowerPoint
  • Relationship Management
  • Teamwork
  • Communication

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+

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Job description

Job Description:

Job Description: 

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

The Strategic Contracts Document Specialist in Procurement manages the team’s intake and project management systems, assists internal business partners with their requests and questions received throughout the firm, reviews contracts for risk-related provisions, manages updates and enhancements for various technologies as needed, and performs analytics and other ad hoc tasks. The Strategic Contracts Document Specialist will work closely with the Strategic Contracts management team to drive efficient contract processes in support of Fidelity’s procurement organization. In addition, the Strategic Contracts Document Specialist will work on multiple internal contract tasks such as reporting, assigning, responding to research requests, assisting with analytics and technology projects, and processing workflows. 

The Expertise You Have 

  • Bachelor’s degree and/or paralegal certificate preferred. 

  • 3-5 Experience in areas of contract administration, operations, process improvement, project management, internal controls, reporting, and analytics. 

The Skills You Bring 

  • Maintaining intake, assignment, front and back-end contracting, reporting, analytics, dashboards. 

  • Performing contracts research and reviewing contract terms. 

  • Partnering with internal stakeholders and management teams on various projects 

  • Effective relationship management skills 

  • Strong project management skills 

  • Facility with Microsoft Word, Excel, PowerPoint, Planner; SharePoint 

  • Ability to respond to shifting priorities while maintaining regularly scheduled work 

  • Ability to work productively in a team environment in support of common goals 

  • Collaborative partner with strong communication skills  

  • Experience with buy-side contracting is a plus 

The Value You Deliver 

  • Providing outreach and education regarding the contracting process and requirements 

  • Ensuring efficient and seamless delivery of contracting services and integrating the contracting process into business unit’s processes and procedures 

  • Acting as a liaison across multiple functions 

The Team 

The Strategic Contracts team in Procurement is an organization of talented, experienced contracts negotiation professionals who lead the legal, risk and business contractual framework for products and service purchasing agreements with Fidelity’s most strategic vendors. We are part of Fidelity’s larger Vendor Management Organization. We are vendor-facing associates who partner closely with the business and internal legal teams in all phases of the contracting process. We strive to build strong relationships, while protecting the firm from risk. 

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:

Legal

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.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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