Director - Private Asset Operational Due Diligence and Oversight Specialist
4 weeks ago
The Strategic Advisers' Advisor Oversight Team at Fidelity Investments is seeking a highly skilled Director to support the Private Assets component of the Advisor Oversight Program. This role will involve working closely with investment management teams and key stakeholders to identify and mitigate risks associated with the engagement of external advisers within Fidelity investment products.
Key Responsibilities:- Develop and implement a best-in-class Private Asset Manager due diligence and oversight program to support all private assets classes and structures.
- Lead initial and ongoing operational due diligence and oversight for funds investing in private asset products, such as private equity, private debt, and private real estate.
- Evaluate control environments of potential investment advisors and managers, and provide operational risk assessments of firms and products under consideration.
- Collaborate with cross-functional teams, including Investment Management, Compliance, Legal, Risk, and Operations, to ensure effective oversight and risk management.
- 8 years of working experience in operational due diligence, preferably at a bank, asset allocator, fund of funds, or other investment platform.
- Strong project management and relationship management skills, with excellent verbal, written, and interpersonal communication skills.
- Ability to own initiatives and issues, and see them through to completion, with a strong attention to detail and accuracy.
- Experience working collaboratively with business, distribution, service providers, Risk, Legal, and Compliance teams.
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, and provide institutions and independent advisors with investment and technology solutions to help invest their clients' money.
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, and a background investigation, which includes a criminal, civil litigations and regulatory review, employment, education, and credit review, depending on the role.
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