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Senior Legal Counsel - Fund Operations at Fidelity Investments

Senior Legal Counsel - Fund Operations

Fidelity Investments Merrimack, NH (On Site) Full-Time

Job Description:

As Senior Legal Counsel in Fidelity s Asset Management Legal Group, you will be responsible for supporting Fidelity s Fund and Investment Operations business unit, which provides operational processing for Fidelity s full line of mutual funds and institutional products, including trade processing, fund accounting and valuation, custodian bank reporting and oversight and fund reporting.\u00A0 From time to time, the Senior Legal Counsel will also support Fidelity s Treasurer s Office, which provides oversight of the funds operations and services providers, and manages the Sarbanes-Oxley program for Fidelity s mutual funds, including the certification of the funds financial statements.\u00A0 Areas of support will primarily include custodian bank relationships, foreign custody support, transfer agent processing, strategic business initiatives, a variety of contract negotiations, and related compliance/risk management for all of these areas.

The Expertise You Have

  • Minimum 6-10 years as a practicing attorney

  • Law firm and/or in-house experience at a financial services company preferably with experience in legal matters involving fund operations

  • Significant experience with the Investment Company Act of 1940.\u00A0 Working knowledge of the Securities Act of 1933, the Securities Exchange Act of 1934 and the Investment Advisers Act of 1940 preferred

  • Strong academic background required

The Skills You Bring

  • Your excellent analytical, writing, and oral communication skills

  • Your ability to work across the organization, build relationships with senior business executives and other attorneys, and collaborate effectively

  • Your ability to be successful working at times within tight deadlines and timeframes

  • Your ability to work independently and handle multiple tasks

  • Your strong sense of ownership of one s responsibilities

  • Your commitment to excellence

The Value You Will Deliver

  • You will be a key member of the legal team of investment management attorneys, working closely with other members of Fidelity s Asset Management Legal group.

  • You will review, negotiate and interpret contracts with unaffiliated fund service providers, including administrators, transfer agents, fund accounting agents, banks and fund custodians, and advise on issues concerning service provider performance.

  • You will provide legal support on strategic business initiatives involving Fidelity Fund and Investment Operations, such as new operational processes, the launching of new products, adopting new technology platforms, etc. \u00A0

  • You will handle legal issues relating to the custody of the Fidelity funds' and investment products assets with third-party custodian banks, including market-specific arrangements for holding non-US assets.

  • You will assist with transfer agent and custodial bank accounts for the Fidelity funds and other investment products.\u00A0

  • You will prepare and review materials presented to the Boards of Trustees of the Fidelity mutual funds.\u00A0


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 [ Link removed ] - Click here to apply to Senior Legal Counsel - Fund Operations, we have been recognized by our employees as a Best Place to Work in 2023. 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.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling \u0022[ Link removed ] - Click here to apply to Senior Legal Counsel - Fund Operations.\u0022

We invite you to Find Your Fidelity at [ Link removed ] - Click here to apply to Senior Legal Counsel - Fund Operations.

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 [ Link removed ] - Click here to apply to Senior Legal Counsel - Fund Operations, or by calling

, prompt 2, option 3.

Recommended Skills

  • Accounting
  • Analytical
  • Asset Management
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  • Contract Negotiation
  • Finance
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