Private Assets Investment Operations and Platform Lead

1 week ago

Étreux, Hauts-de-France, United States Fidelity TalentSource LLC Full time
About Fidelity Investments

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

Job Description:

We are seeking an experienced leader to join our team as a Private Assets Investment Operations and Platform Lead. This role will involve leading an effort to integrate Private Asset support into our operating environment, creating a seamless experience for our SAI Investment team on a day-to-day basis.

  • This leader will work closely with multiple organizations across Fidelity to ensure the delivery of this key business initiative and ongoing investment support.
Key Responsibilities:

The successful candidate will be responsible for:

  • Performing an end-to-end analysis of existing Private Asset support processes that span multiple organizations, factoring in skillset, risk, capacity, and business need/fit.
  • Partnering 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.
  • Serving as a key point of escalation for issue resolution & service recoveries for the Private Asset offerings, actively managing operational risk, implementing mitigation and monitoring to limit exposure to Strategic Advisers.
  • Partnering 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.
Requirements:

To be considered for this role, you should have:

  • 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.
  • 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.
  • Ability to seamlessly balance fast-paced daily operations and longer-term strategic efforts.
  • Ability to work in an interdependent, team-oriented environment and effectively manage 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 company-wide objectives.
  • Intellectually curious, continuous learner, and innovative leader, leveraging emerging tools / technologies (robotic processing, AI, lean manufacturing) to advance business capabilities.
Salary and Benefits:

The estimated salary range for this position is $120,000 - $180,000 per year, depending on experience. In addition to a competitive salary, we offer a comprehensive benefits package including health insurance, 401(k) matching, and paid time off.

Location:

This role is based in the United States and requires occasional travel to other Fidelity offices.

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