SVP, Alternative Investments - Private Markets at Fidelity Investments

Merrimack, New Hampshire, United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Asset Management, Alternative InvestmentsIndustries

Requirements

Bachelor’s degree required; MBA or other advanced degree preferred
15+ years broad financial services operations experience
15+ years operations leadership experience with increasing responsibility
15+ years investment product experience with mutual funds, ETFs, ERISA, alternatives, and other institutional products
In-depth knowledge of Alternative Markets (Private Credit, Private Equity and/or Real Assets) and the end-to-end investment process of such products
Experience in leading or exposure to Investment Operations (Trade Operations, Corporate Actions, Cash Management, Fund Accounting, Financial Reporting/Regulatory Filings, Recon) and product oversight experience
Ability to design, drive and execute a program of transformation that incorporates day-to-day operations and corresponding technology platform development/optimization
Ability to take initiative, negotiate effectively, manage competing priorities, and motivate teams
Ability to build positive relationships at senior levels and gain trust and respect of peers and business partners to effectively negotiate sophisticated solutions across a variety of investment products

Responsibilities

Provide strategic leadership for the Private Markets Alternatives team within Fidelity Fund and Investment Operations (FFIO)
Support the end-to-end operational and platform needs of Fidelity’s growing Alternative Investments business
Set strategic direction for the team
Lead day-to-day management of the Private Markets team
Drive process improvements
Proactively manage risk
Foster cross-organizational education around private markets
Advance FFIO and Fidelity through business partnership, platform modernization, talent development, and stewardship
Provide direct staff management at the Vice President level with extended staff ranging from analyst through director

Skills

Private Credit

Private Equity

Real Assets

Investment Operations

Trade Operations

Corporate Actions

Cash Management

Fund Accounting

Financial Reporting

Regulatory Filings

Recon

Mutual Funds

ETFs

ERISA

Platform Modernization

Process Improvement

Risk Management

Leadership

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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