Director, Asset Management Treasurers Office -Service Provider Oversight at Fidelity Investments

Merrimack, New Hampshire, United States

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Not SpecifiedCompensation

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

Full TimeJob Type

NoVisa

Asset Management, Financial ServicesIndustries

Requirements

A minimum of 9 years industry or equivalent experience
4+ years mutual fund operations experience with a focus on derivative operations
Experience with alternative investment products, including liquid alternatives, a plus
Ability to influence business partners and build strong relationships with Senior Leaders
Excellent verbal, written and formal presentations communication skills
Possess strong research and analytical skills
Ability to apply sound judgment to spot issues, assess risks, and identify items requiring escalation
Possess excellent organizational skills
Ability to make and effectively communicate decisions
Unwavering dedication to accuracy, quality, and completion of tasks

Responsibilities

Supporting the oversight program related to the Fidelity Funds’ Derivative Operations
Interacting directly with FFIO (Fidelity Fund and Investment Operations) to evaluate their operations and system capabilities for all types of derivative instruments to ensure compliance with Fund policies
Crafting, developing, and implementing processes for monitoring operational efficiency
Evaluating new derivative instruments and working with various groups across Fidelity to ensure appropriate policies, controls and disclosures are in place prior to initial investment
Participating in other departmental initiatives as determined by the Vice President Service Provider Oversight

Skills

derivative operations

mutual fund operations

alternative investments

risk assessment

operational efficiency

compliance

policy development

stakeholder management

analytical skills

research

presentations

relationship building

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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