Portfolio Management Director

4 weeks ago


Boston, Massachusetts, United States Fidelity Investments Full time

Job Summary

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.

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.


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