Director of Alternatives Oversight

1 month ago


Boston, United States Fidelity TalentSource LLC Full time



Job Description:

The Role

As a Director of Alternatives Oversight in the Asset Management s Treasurers Office, you will be responsible for supporting the growing alternative product offerings by providing oversight of operational readiness, product life cycle events, accounting, and financial and regulatory reporting. You will think and work across Fidelity, partnering with Fidelity Fund and Investment Operations and with our key Asset Management business partners in Compliance, Risk, Technology, and the various Investment Divisions across the firm.

The Expertise And Skills You Bring

  • Bachelor s degree in accounting preferable.
  • A minimum of 10+ years industry or equivalent experience
  • Extensive knowledge of real estate, private credit, private equity, derivatives, and other alternative investment product accounting and financial reporting
  • Exceptional research and analytical skills
  • A motivated self-starter committed to accuracy, quality and completion of tasks
  • Knowledge of operational risk management and internal controls, governance and oversight processes
  • Outstanding verbal, written and formal presentations communication skills
  • Ability to prioritize multiple tasks/initiatives and handle time-sensitive activities
  • CPA a plus.

The Team

The Asset Management Treasurers Office provides fiduciary oversight of Fidelity s funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds. In addition to overseeing Fidelity s existing products, we also actively support Asset Management s efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation.





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 Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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.



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