More jobs:
Portfolio Transactions Lead
Job in
Roanoke, Denton County, Texas, 76299, USA
Listed on 2026-07-13
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Compliance, Risk Manager/Analyst
Job Description & How to Apply Below
Fidelity Charitable is seeking a Portfolio Team Lead – Transactions to oversee the portfolio accounting operations for managed accounts. You will lead the team, guide daily workflows, and ensure timely accuracy across transactions and reporting.
Located within Fidelity Charitable, this role requires strong leadership, advanced Excel skills, and experience with brokerage operations. The position emphasizes collaboration, process improvements, and audit support in a fast-paced environment.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×