Director, Asset Management Treasurers Office, Alternative Product Oversight jobs in United States
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Fidelity Investments · 4 hours ago

Director, Asset Management Treasurers Office, Alternative Product Oversight

Fidelity Investments is seeking a Director of Alternative Product Oversight in Asset Management’s Treasurers Office. The role involves providing oversight of operational readiness and financial reporting for private equity, private credit, and real estate alternative products while collaborating with various business partners across Fidelity.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth Opportunities
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Responsibilities

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
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

Private equity knowledgePrivate credit knowledgeReal estate knowledgeFinancial reportingOperational risk managementAnalytical skillsTask prioritizationCPACommunication skillsSelf-starter

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 Investments

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Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

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Abigail Johnson
Chairman & CEO
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Jeanmarie Ward
Senior Vice President of Architecture
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Company data provided by crunchbase