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Account Manager Prime Services - San Francisco

Fidelity Investments San Francisco, CA
  • Expired: August 04, 2019. Applications are no longer accepted.

Account Manager, Prime Services - San Francisco

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The Prime Services Account Manager is responsible for managing the relationship and associated portfolio finance activities with hedge fund clients. The Account Manager covers a variety of hedge funds on the Fidelity Prime Services platform and is responsible for driving overall profitability.
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The Expertise We're Looking For
  • Bachelor's degree required
  • Series 7 & 63 required
  • Securities finance, trading and brokerage experience strongly preferred
  • 5 years' experience preferred
The Purpose of Your Role
Serving as the conduit between the hedge fund and Fidelity, the Account Manager acts as an extension of our client's team by delivering portfolio finance solutions, brokerage support, world class service and value added products.
The Skills You Bring
  • Exceptional problem resolution skills required
  • Strong communication skills
  • Hard work ethic - some early mornings and late evenings possible
The Value You Deliver
Responsibilities include managing clients portfolio finance activities including securities lending needs, assistance with clearing and settlement of trades, analysis of accounts for growth opportunities, margin/risk and relationship management
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit
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/Fidelity Investments is an equal opportunity employer./
Job: **Institutional*
Title: Account Manager Prime Services - San Francisco
Location: CA-San Francisco
Requisition ID: 1908528

Fidelity Investments


San Francisco, CA
94103 USA