Director, Alternative Investments TX

1 week ago

westlake, United States Fidelity TalentSource LLC Full time


Job Description:

The Role

The Director, Alternatives Investments is a member of the AI Investor Relations team and is accountable for supporting roadmaps across various alternative product portfolios and product structures including Limited Partnerships, REIT, BDCs, Interval Funds and Crypto. In this newly created role, you will work closely with multiple channels across Fidelity on product launches and build processes specific to servicing, record keeping, tax reporting, analytics, and investor communications. Additionally, you will help to drive innovation to ensure the product line continues to meet the evolving needs of our customers.

The ideal candidate has deep expertise and knowledge in the alternative investment fund industry, including the operational service aspects of alternatives, and across a wide range of product structures.

  • Refining, improving and driving the service business plans for Fidelity s alternative fund servicing strategy to improve long-term marketability
  • Providing support to sales and relationship management functions with alternatives subject matter expertise
  • Providing product support to client service functions for client operational queries, sourcing from specialists within the organization as needed
  • Identifying and working with Fidelity channels to remediate product/service gaps, overlaps and deficiencies
  • Acting as a source of knowledge and insight on industry initiatives and plan for long-term product improvements based on emerging market trends and themes
  • Provide line management for day-to-day operations, including leadership via mentorship, feedback on performance, observation and supervision for the management of a team of highly skilled operational associates.

The Expertise and Skills You Bring

  • The ideal candidate has deep expertise and knowledge in the alternative investment fund industry, including the operational service aspects of alternatives, and across a wide range of product structures.
  • Bachelors or equivalent with 8+ years of financial industry experience
  • Experience managing for performance, analyzing operational data, and driving efficiencies
  • Analytical and strategic mentality, hands on and detail oriented
  • Direct managerial experience highly desired
  • Leads projects and work activities by developing service models to support alternative products, services, processes or technological advancements
  • Provides sophisticated analysis and solves a variety of problems, with functional/process implications across channels, typically of complex scope
  • Makes decisions based on long-term view of trends, issues and business implications
  • Identifies capabilities required for team and develops plan to reduce capability gaps
  • Strategic problem solver with a passion for investment products and a deep understanding of the evolving driven environment

The Team

An Alternative Investment (AI) is a highly specialized investment vehicle that is tailored to sophisticated, high net-worth investors and are not traded on any public market. Our Alternative Investments group services all Fidelity lines of business and handles end-to-end operations from onboarding of assets, all transactions, reconciliation, and servicing requests.



Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a

Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

accommodations@fmr.com.

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