The Role
As part of Fidelity’s Investment Proxy Research Team (IPR), the Senior Proxy Operations Analyst will work closely with technical and business partners to prioritize and drive initiatives that will achieve department objectives. Responsibilities may include any of the following: contributing business leadership for multiple technology and business-only projects, contributing to annual regulatory filing of proxy votes (Form N-PX), performing vendor oversight tasks, developing/managing relationships with clients and business partners, onboarding/mentoring of new associates, and assuming responsibility for certain day-to-day operational activities. They will find opportunities and potential benefits, document requirements, collaborate with technical partners on solution design, and coordinate testing and implementation of new systems and processes.
The role requires intellectual curiosity and problem-solving skills to identify potential opportunities to improve the process. Appropriate decision-making skills are required as individual becomes more experienced in the role. This candidate will be asked to work independently to resolve reoccurring problems and escalate more difficult issues. They will need to exercise superior judgment in keeping manager informed about day-to-day issues.
The Expertise and Skills You Bring
The IPR team is responsible for Fidelity’s affiliated advisors’ proxy voting programs, including Fidelity Management and Research Company, Fidelity Institutional Asset Management, Strategic Advisers and other internal business partners. Program activities include vote execution, corporate governance research and analysis, portfolio company engagement, policy development and reporting responsibilities.
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
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