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Fund Oversight Manager
2 months ago
About the Role:
Fidelity Investments is seeking a highly skilled Fund Oversight Manager to join our team. As a key member of our Fund Treasurer's Office, you will be responsible for overseeing all key operational aspects of the funds managed by Fidelity.
Key Responsibilities:
- Lead/participate in biweekly/monthly/quarterly reviews with major Fund Admin/Custodian service groups to review performance against agreed upon expectations.
- Participate and represent the Fund Treasurer's Office in vendor relationship meetings.
- Responsible for bringing analytical insights into incident and errors trending for critical vendors and work closely with FTO SME/vendor for appropriate action plans.
- Oversee the planning and conduction of annual due diligence with major vendor service groups.
- Supervisory review and sign-off on daily oversight exceptions cleared by the Fund Treasury Analysts (Seniors).
- Frequently assess all processes to ensure reliability, high quality output, and low risk of error.
- Recommend modifications to existing processes or procedures to strengthen oversight model, improve efficiency, or reduce risk of error.
- Critically evaluate all areas of Fund Treasurer's oversight model for new risks, business changes impacting processes, or unresolved matters that could lead to error.
- Participate and represent Fund Treasurer's Office in all product launches and large client transitions to ensure effective implementation of new products and alignment of appropriate operational framework.
- Provide ongoing oversight of existing products to ensure efficient and effective operations along with a management of risk.
- Laisse with key stakeholders (Sub-Advisors, PSG teams, Custodians, Administrators, etc.) to ensure key operational details are understood in advance of launch.
- Manage oversight of Fidelity Funds foreign markets services ensuring appropriate documentation is submitted and maintained to keep funds registered in all required markets.
- When requested, the Fund Treasury Manager will assist with ensuring all regulatory filing deadlines have been met and all continuous disclosure documents comply with IFRS and NI 81-106.
- Assist with the review of year end distributions of the funds and related tax filing.
- Preparing annually and presenting relevant oversight policy materials to internal committees.
- Assisting in the preparation of presentation materials for external committees and boards.
- Preparing and presenting key issues to senior management.
Requirements:
- 5+ Years of relevant working experience in a relevant field.
- University Degree, preferably with a focus on Account, Finance or Business or relevant working experience.
- Critical third-party vendor oversight experience is required.
- Strong understanding of fund accounting, Transfer agent processes and operations knowledge is required.
- Custodial vendor management, RFP, vendor change management experience is an asset.
- Accounting designation (CPA, CGA, CMA, CA) or MBA, CFA is an asset.
- Completion of Canadian Securities Courses is an asset.
About You:
- You are a highly driven accounting professional with an eye for detail who is looking for a cross functional experience not limited to financial reporting.
- You are proactive and continuously assess your surroundings to identify issues and areas where modifications to existing processes might be recommended or required.
- You are an exceptional communicator who excels at communicating difficult information in the simplest of terms possible.
- You excel at presenting information both orally and through written presentations.
- You are a team player who finds common ground and solutions that are in the best interest of Fidelity and our investors.
- You are motivated by collaboration, process efficiency and commitment to excellence.
