Jim Downes Email & Phone Number

Boston, Massachusetts, United States

• IT Leadership: Lead strategic direction and execution of projects and programs as a member of the IT Leadership Team, including setting IT priorities, strategic investments, resource planning, issue resolution, and human capital initiatives • IT Asset Management Program Lead: Manage a $40M annual budget process, procurement, vendor management, and process improvement for the IT Asset Management Team•Program Oversight: Oversee IT Asset Management and Client Data Management, driving process improvements and ensuring efficient operations• Team Leader: Manage, lead and develop IT Asset Management Team including hiring, performance reviews, compensation and professional development

Boston

Member of the business transformation team providing strategic direction, leadership and execution of projects and initiatives across a $96B asset manager. Align business leaders, provide analysis, drive decision making, and execute strategies in areas of technology, organizational design, operating model, and Risk. Member of IR+M: Operating; IT Security; Charitable Outreach committees

Boston, Ma

Greater Boston Area

Provide project management and business analysis for Portfolio Managers, Research Analysts and Investment Operations. Fidelity Strategic Advisors has over 450 billion in AUM and provides a variety of multi asset class and tax sensitive products to institutional and retail clients. Responsible for in-depth knowledge of investment management including, planning and profiling methodologies, asset allocation, portfolio management, and risk management.

Boston, Ma

Subject matter expert and key advisor on institutional equity trading projects for Electronic Trading, Sales Trading, and Portfolio Trading. Provided business analysis, project management and utilized project lifecycle methodology to ensure delivery of business initiatives for Boston, New York and San Francisco offices. Responsible for an in-depth knowledge of institutional trading including, market structure dynamics, middle office, Legal, Compliance, Risk, business continuity, vendor products, and FIX protocol.