Director, Asset Management Treasurers Office, Alternative Product Oversight at Fidelity Investments

Boston, Massachusetts, United States

Apply Now

Not SpecifiedCompensation

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

Full TimeJob Type

NoVisa

Asset Management, Financial Services, Investment FundsIndustries

Requirements

Bachelor’s degree in accounting (preferable)
A minimum of 10+ years industry or equivalent experience
Extensive knowledge of private credit, private equity, real estate, 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 presentation communication skills
Ability to prioritize multiple tasks/initiatives and handle time-sensitive activities
CPA (a plus)

Responsibilities

Supporting the growing private equity, private credit, and real estate alternative product offerings
Providing oversight of operational readiness, product life cycle events, accounting, and financial and regulatory reporting
Thinking and working across Fidelity, partnering with Fidelity Fund and Investment Operations
Partnering with key Asset Management business partners in Compliance, Risk, Technology, and the various Investment Divisions across the firm

Skills

Key technologies and capabilities for this role

private equity accountingprivate credit accountingreal estate accountingalternative investmentsfinancial reportingregulatory reportingoperational risk managementinternal controlsgovernanceanalytical skills

Questions & Answers

Common questions about this position

What is the base salary range for this Director position?

The base salary range is $110,000-222,000 USD per year, with placement varying based on job responsibilities, scope, geographic location, candidate experience, and other factors.

What benefits are offered for this role?

Benefits include comprehensive health care coverage, emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving match, and educational assistance like student loan repayment and tuition reimbursement.

Is this position remote or does it require office work?

This information is not specified in the job description.

What key skills and experience are required for this role?

Requirements include a Bachelor’s degree in accounting (preferable), 10+ years of industry experience, extensive knowledge of private credit, private equity, real estate, and alternative investment accounting and reporting, exceptional research and analytical skills, and outstanding communication skills. CPA is a plus.

What does the team in the Asset Management Treasurers Office do?

The team provides fiduciary oversight of Fidelity’s funds, shareholder activity, and service providers, sets and monitors fund policies, supports the Funds’ Boards of Trustees, and ensures oversight for new products like alternatives prior to implementation.

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.

Land your dream remote job 3x faster with AI

Try Jobo Free