Portfolio Management Director

21 hours ago


Boston, Massachusetts, United States Fidelity Investments Full time

Job Title: Director, Portfolio Management

About the Role:

The Director, Portfolio Management will play a critical role in supporting the Fidelity Wealth Business unit home office investment portfolio. This position requires a strategic thinker with analytical, problem-solving, and interpersonal skills to coordinate across the Fidelity Wealth Business Unit domains and portfolio of work.

Key Responsibilities:

  • Implement the vision and near-term priorities for the portfolio management capability, including the build out and execution of new routines with Senior Management.
  • Drive enhancements to Portfolio Transparency and Accountability.
  • Partner closely with leadership across Finance, Strategy, HR, and Delivery Enablement to understand resource investment in domains and specific initiatives.
  • Support strategic investment portfolio management and measurement team.
  • Complete vision and near-term priorities for the team, including the build out and execution of a portfolio management capability that enables greater transparency and resource alignment.
  • Enable L1 and L2 effective portfolio review and assessments to drive better decision-making.
  • Partner closely with leadership across Finance, Strategy, HR, Delivery Enablement, and the Fidelity Wealth SLT.

Requirements:

  • Superb attention to detail and organizational skills.
  • Outstanding management, analytical, communication, critical thinking, and problem-solving capabilities.
  • Strong leadership and communication skills.
  • Familiarity/experience with portfolio management tools including TBM, Jira Align.
  • Ability to engage with and influence effective decision-making with key partners.
  • Ability to represent large sophisticated problems and solutions at the right level for senior consumption and decision making.
  • Validated strategic, analytical, and problem-solving skills with the ability to identify and articulate connections across separate, but related concepts.
  • Able to navigate sophisticated organizations and build traction/momentum around ideas.

Certifications:



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