Fidelity Bank · 1 month ago
Director, Asset Management, Treasurers Office - Alternatives Oversight
Boston, MA
Full-time
Hybrid
Senior Level, Lead/Staff
$110K/yr - $222K/yr
10+ years expFidelity Bank is seeking a Director of Alternative Product Oversight in Asset Management’s Treasurers Office. This role involves overseeing operational readiness and financial reporting for private equity, private credit, and real estate alternative products while collaborating with various departments within Fidelity.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
No H1B
Responsibilities
You will be responsible for supporting the growing private equity, private credit, and real estate alternative product offerings by providing oversight of operational readiness, product life cycle events, accounting, and financial and regulatory reporting
You will think and work across Fidelity, partnering with Fidelity Fund and Investment Operations and with our key Asset Management business partners in Compliance, Risk, Technology, and the various Investment Divisions across the firm
Qualification
Required
A minimum of 10+ years industry or equivalent experience
Extensive knowledge of private credit, private equity, real estate, and other alternative investment product accounting and financial reporting
Exceptional research and analytical skills
A motivated self-starter committed to accuracy, quality and completion of tasks
Knowledge of operational risk management and internal controls, governance and oversight processes
Outstanding verbal, written and formal presentations communication skills
Ability to prioritize multiple tasks/initiatives and handle time-sensitive activities
Preferred
Bachelor's degree in accounting preferable
CPA a plus
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase