Alternative Investments Data Strategy Lead at Fidelity Investments

Westlake, Texas, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

NoVisa

Financial Services, Asset Management, Alternative InvestmentsIndustries

Requirements

Extensive experience in financial services, data strategy, and alternative investment operations
Strong knowledge of private markets, fund accounting, and investment lifecycle
Proven ability to lead cross-functional initiatives and influence stakeholders
Expertise in data governance, quality, and management principles
Excellent communication skills with the ability to translate complex concepts
Strategic problem solver with a track record of driving innovation and measurable impact
Deep expertise in hedge funds, private markets, and portfolio transaction data

Responsibilities

Define and own the alternative product data strategy aligned with business, technology, and regulatory needs
Partner with product and domain leads to streamline data flows and enhance operations
Establish consistent data solutions for alternative products and External Money Manager (EMM) processes
Develop an operating model that reduces manual processes and promotes strategic data ownership
Influence data standards and acquisition practices across external financial managers
Maintain data governance policies including quality, metadata, lineage, and architecture
Deliver insights through dashboards, documentation, and lifecycle management
Collaborate across FFIO, Asset Management, and Fidelity to implement innovative solutions
Ensure global controls and risk mitigation practices are in place
Lead organizational change and promote a data-driven culture

Skills

Key technologies and capabilities for this role

data strategyhedge fundsprivate marketsportfolio transaction datadata governancedata qualitymetadatadata lineagefund accountinginvestment lifecycledashboardsstakeholder influencecross-functional leadership

Questions & Answers

Common questions about this position

Is this role remote or hybrid?

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

What key skills and expertise are required for this role?

The role requires extensive experience in financial services, data strategy, and alternative investment operations; strong knowledge of private markets, fund accounting, and investment lifecycle; proven ability to lead cross-functional initiatives; expertise in data governance; and excellent communication skills.

What is the compensation or salary for this position?

This information is not specified in the job description.

What team will I be working with in this role?

The team is part of Consolidated Data Services (CDS), which handles FFIO data strategy and governance, data management, advanced data analytics, vendor relations, research, and market data services, within Fidelity Fund and Investment Operations (FFIO).

What makes a strong candidate for this position?

A strong candidate brings extensive experience in financial services and alternative investments, deep expertise in data strategy and governance, proven leadership in cross-functional initiatives, and strong communication skills to influence stakeholders and drive innovation.

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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