Fidelity Investments · 6 hours ago
Director, Asset Management, Treasurers Office - Alternatives Oversight
Fidelity Investments is seeking a Director of Alternative Product Oversight in their Asset Management’s Treasurers Office. The role involves supporting alternative product offerings by overseeing operational readiness, product life cycle events, and financial reporting while collaborating with various business partners across Fidelity.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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
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
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 StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
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