Vice President, Alternative Investment Project Management Lead 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

UnknownVisa

Financial Services, Asset ManagementIndustries

Requirements

10+ years work experience in financial services organizations
Excellent project management skills (top tier consulting experience is a plus)
Strong understanding of the asset management industry (working knowledge of alternative investments including hedge funds, private equity, real assets, direct lending, and structured products is a plus)
Ability to break down sophisticated products and structures for various levels of staff
Superb work ethic, attention to detail, team orientation, and dedication to excellence
Consistent track record when working with uncertainty and successfully delivering large, complex, and strategic initiatives
Outstanding collaboration skills and ability to partner and effectively influence across a variety of senior stakeholders
MBA/CFA or other advanced degree or certification preferred
Flexibility and the skill to both lead and contribute to teams
Outstanding analytical, communication, conceptual thinking, problem-solving capabilities
Significant exposure to senior management across CRBO & AM; high degree of executive presence
Ability to successfully navigate the organization, build strong working relationships with key business stakeholders, and develop a strong professional network
Ability to quickly learn complex business processes associated with new alternative investment products across the product and fund lifecycle
Skilled in synthesizing complex ideas into easy-to-understand materials, including delivery of key concepts to a cross functional audience with varying seniority levels
Comfortable taking direction from multiple leaders, open to constructive feedback, and working independently and with ambiguity

Responsibilities

Collaborate cross functionally to establish and maintain supporting infrastructure and framework for evaluation of operational capabilities required for alternative investments and drive progress towards improving the alts operating model
Lead all aspects of this process from tactical execution to strategic design and implementation, in coordination with other team members and a broad set of organizational stakeholders
Support the development of effective forums and tools to socialize the cross functional alternative product roadmap, evaluation of incremental operational alts capability requirements, including products developed in other fidelity BUs
Identify, develop, and promote repeatable and scalable processes and frameworks needed to support alternative investments operating model enhancements
Work closely with leaders driving new product projects, as well as front and back-office teams to understand new products, determine areas where development may be required, evaluate impacted teams, assess needs against known areas of development and support team roadmaps, and help facilitate operational readiness and infrastructure impact forums for decision-making
Track status of known new product gaps and development areas; employ the Alts operating model framework and routines to drive

Skills

Key technologies and capabilities for this role

Project ManagementAlternative InvestmentsOperating ModelStakeholder ManagementCross-Functional CollaborationProcess DevelopmentStrategic PlanningExecutive CommunicationProduct RoadmapOperational Readiness

Questions & Answers

Common questions about this position

What experience level is required for this role?

The position requires 10+ years of work experience in financial services organizations.

What key skills are needed for the Vice President role?

Candidates need excellent project management skills (top tier consulting experience is a plus), strong understanding of the asset management industry, outstanding collaboration skills, ability to influence senior stakeholders, and skills in synthesizing complex ideas for various audiences.

Is remote work an option for this position?

This information is not specified in the job description.

What is the salary or compensation for this role?

This information is not specified in the job description.

What education is preferred for this position?

An MBA/CFA or other advanced degree is required.

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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