Current jobs related to Vice President, Private Assets Operations and Platform Services - Boston - Fidelity TalentSource LLC
-
Boston, United States Fidelity TalentSource LLC Full timeJob Description: The Team\u00A0\u202F\u00A0Strategic Advisers LLC (SAI) is a leading innovator of managed account solutions for Fidelity Investments and currently the #3 ranked Managed Account platform in the industry.\u00A0\u00A0 SAI has experienced tremendous growth in the last 3 years and is expecting further growth acceleration in the coming 3-5...
-
Boston, Massachusetts, United States Fidelity TalentSource LLC Full timeJob Description:The TeamFidelity Investments is a leading innovator of managed account solutions, currently ranked #3 in the industry. With tremendous growth in the last 3 years, we are expecting further acceleration in the coming 3-5 years.We leverage core capabilities of multi-asset class portfolio construction, third-party fundamental manager research,...
-
Boston, Massachusetts, United States Fidelity TalentSource LLC Full timeJob Description:The TeamStrategic Advisers LLC (SAI) is a leading innovator of managed account solutions for Fidelity Investments and currently the #3 ranked Managed Account platform in the industry. SAI has experienced tremendous growth in the last 3 years and is expecting further growth acceleration in the coming 3-5 years.SAI leverages core capabilities...
-
Boston, United States Allocator Jobs Full timeAsset Owners Private Markets, Vice PresidentNovember 4, 2024Type of Role: InvestmentsExperience Level: VP/Principal/DirectorState Street Corporation is a global financial services and bank holding company headquartered at One Congress Street in Boston with operations worldwide. It is the second-oldest continually operating United States bank; its...
-
Boston, United States Enterprise Services Compliance Full timeJob Description: Vice President, Fidelity Digital Assets Compliance – Product Advisory Job Description: The Role As a leader within the Fidelity Digital Asset Services, LLC (FDAS) Compliance team, you will serve as an informed and trusted business partner, who promotes a culture of ethical conduct and dedication to compliance, regulatory and legal...
-
Vice President/Senior Manager, Tax Structuring
2 weeks ago
Boston, United States HarbourVest Partners Full timeJob Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and...
-
Vice President/Senior Manager, Tax Structuring
2 months ago
Boston, United States HarbourVest Partners Full timeJob Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative...
-
Senior Vice President, Equity Trader
4 weeks ago
Boston, Massachusetts, United States THE BANK OF NEW YORK MELLON CORPORATION Full timeSenior Vice President, Equity TraderAt BNY, we're seeking a seasoned professional to lead our Buy Side Trading Solutions Team as a Senior Vice President, Equity Trader. This role is located in Boston, MA - HYBRID.Key Responsibilities:Manage complex order flow across a global, multi-asset trading business, supporting a wide range of investment...
-
Boston, United States Fidelity Investments Full timeJob Description: Vice President, Fidelity Digital Assets Compliance – Product Advisory The Role As a leader within the Fidelity Digital Asset Services, LLC (FDAS) Compliance team, you will serve as an informed and trusted business partner, who promotes a culture of ethical conduct and dedication to compliance, regulatory and legal obligations. In this...
-
Finance Vice President
4 weeks ago
Boston, Massachusetts, United States Bain Capital Full timeFinance Vice PresidentBain Capital is seeking a highly experienced Finance Vice President to join our Tech Opportunities team. As a key member of the team, you will provide strategic oversight and management of the entire Finance function for this business.Key Responsibilities:Manage all fiscal affairs of Tech Opportunities, including reporting activities,...
-
Boston, Massachusetts, United States CLevelCrossing Full timeJob Title:Associate Vice President of Omni-Channel Experience and Platform OrchestrationJob Summary:We are seeking a seasoned leader to join our team as Associate Vice President of Omni-Channel Experience and Platform Orchestration. This role will oversee the development and implementation of a customer-centric platform that integrates data and technology to...
-
Vice President of Peri-operative Services
7 days ago
Boston, United States Brigham and Women's Hospital Full timeVice President of Peri-operative Services - Brigham and Women's HospitalAs a not-for-profit organization, Mass General Brigham (MGB) is committed to supporting patient care, research, teaching, and service to the community by leading innovation across our system. Founded by Brigham and Women's Hospital and Massachusetts General Hospital, MGB supports a...
-
Boston, United States State Street Corporation Full timeWho we are looking for The Platform and Data Solutions team sits within Financing Solutions. The team delivers technology solutions to clients and internal stakeholders that accelerate and improve business outcomes through increased transparency, robust intelligence and seamless execution. The core responsibility is the creation and scaling of the...
-
Transfer Pricing Vice President
4 weeks ago
Boston, Massachusetts, United States Kroll Full timeJob Title: Vice President, Transfer PricingWe are seeking a highly skilled Vice President to join our Transfer Pricing team. This role is equivalent to a Transfer Pricing Manager in major financial services firms.About the Role:Vice Presidents in our team provide innovative solutions through the delivery of high-quality transfer pricing and economic...
-
Financial Reporting, Vice President
4 weeks ago
Boston, United States State Street Corporation Full timeWho we are looking for As a Financial Reporting Vice President, the ideal candidate will need to have in depth knowledge of SEC, IRS and GAAP accounting requirements and laws as they apply to investment companies. You must be able to independently lead a global team and provide oversight. You must also be able to manage clients and oversee client...
-
Executive Vice President of Operations
4 weeks ago
Boston, Massachusetts, United States Sattler College Full timeAbout the RoleSattler College seeks an exceptional Executive Vice President to partner with the President in managing the college's internal operations. As a key member of the senior leadership team, you will oversee the college's cabinet-level positions, regulatory oversight, leadership supervision, and strategic implementation.Key ResponsibilitiesLead the...
-
Vice President, Capital Markets
2 months ago
Boston, United States HarbourVest Partners Full timeJob Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative...
-
Legal Vice President
3 weeks ago
Boston, Massachusetts, United States State Street Bank Full timeJob Title: Legal Vice President - Investment ServicesState Street is a leading financial institution that provides custody, fund administration, and related investment services to institutional clients globally. We are seeking an experienced attorney to support our Investment Services business in the Americas, including hedge fund and private equity fund...
-
Securities Services
6 days ago
Boston, MA, United States JP Morgan Chase Full timeJ.P. Morgan’s Corporate & Investment Bank, a global leader in investment banking, wholesale payments, markets and securities services, manages $29 trillion of assets and $650 billion in deposits. As part of this, the Alternative Fund Services (AFS) administers over $950 billion in assets globally, providing administration services to more than 150 clients...
-
Senior Vice President, Equity Trader
2 months ago
Boston, United States The Bank of New York Mellon Corporation Full timeSenior Vice President, Equity Trader At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create...
Vice President, Private Assets Operations and Platform Services
2 months ago
Job Description:
The Teamu00A0
u202Fu00A0
Strategic Advisers LLC (SAI) is a leading innovator of managed account solutions for Fidelity Investments and currently the #3 ranked Managed Account platform in the industry.u00A0u00A0 SAI has experienced tremendous growth in the last 3 years and is expecting further growth acceleration in the coming 3-5 years.u00A0 SAI has a long history of delivering innovative solutions to the marketplace, driving better outcomes for clients, while offering increasing personalization.u00A0 SAI leverages core capabilities of multi-asset class portfolio construction, third-party fundamental manager research, investment guidance, and financial planning. SAI supports all of Fidelity s distribution channels, running discretionary managed accounts for Wealth Solutions and Workplace investing, while delivering model portfolios for Fidelity Institutional s intermediary clients.u00A0u00A0u00A0
The Roleu00A0
Reporting to the Head of SAI Investment Operations and Platform Services, the VP, Private Assets Investment Operations and Platform will lead an effort to integrate Private Asset support into the SAI operating environment, creating a frictionless experience for the SAI Investment team on a day-to-day basis, while designing platform capabilities to ensure the successful expansion of our Private Asset product offerings.u00A0 This leader works with multiple organizations across Fidelity ensuring the delivery of this key business initiative and ongoing investment support:u00A0u00A0
- Perform an E2E analysis of existing Private Asset support processes that span multiple organizations. Identify the optimal operating model and implement it; factoring in skillset, risk, capacity, and business need/fit.
- Partner with a high performing team of SAI Product, Technology, Investment Professionals, and Investment Services as well as cross-company partners in Wealth and Brokerage to establish a new Investment Services operating model in support of Private Asset offerings within SAI.u00A0 u00A0u00A0u00A0
- Serve as a key point of escalation for issue resolution & service recoveries for the Private Asset offerings. You will actively manage operational risk, implementing mitigation and monitoring to limit exposure to Strategic Advisers.u00A0u00A0
- Partner with the VP, Retail Ops and Platform to drive E2E Platform Strategy and Execution for SAI s Managed Account Platform, supporting both Public and Private Assets. You will remove barriers to implementation and drive enhancements to platform scale, stability, and functionalityu00A0
The Expertise and Skills You Bringu00A0
The successful candidate must be a proven leader with a minimum of 10 years experience leading multi-functional teams and a track record of delivering that achieve positive, measurable results.u00A0
- Direct experience with Private Equity and Illiquid Alternative investments and products
- Managed Accounts or Investment Management business domain expertise across some combination of research, portfolio management, and trading and investment operations.u00A0
- Strong industry exposure & experience in handling and managing Private Assets & Alternative data from various industry standard sources
- Knowledge of securities, corporate actions, financial statement analysis, street estimates, pricing, and performance data
- Expertise managing complex operational environments and associated technology platforms needed to support these environments.u00A0
- Ability to seamlessly balance fast-paced daily operations and longer-term strategic efforts.u00A0
- Ability to work in an interdependent, team-oriented environment and effectively manages resources and relationships both within and outside of one s direct control.
- Expertise with measuring and instrumenting key processes, driving process efficiency / automation initiatives, and data-driven decision making.
- Ability to effectively influence, lead and motivate direct and indirect teams across multiple locations, and time zones, to support companywide objectives
- Intellectually curious, continuous learner, and innovative leader, leveraging emerging tools / technologies (robotic processing, AI, lean manufacturing) to advance business capabilities.
- Demonstrated excellent verbal and written communication skills with the ability to effectively communicate with technical and non-technical users across all levels of the organization.
Reminder: Per the Dynamic Working Guidelines, approved exceptions will be reviewed annually, or when the associate accepts a new role, whichever comes first.
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 Fidelityu2014we 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. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.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 .