Director - Alts Investor Operations and Oversight

Fidelity Investments • Smithfield, RI

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About The Position

As a Director on the Alts Investor Operations and Oversight team, you will lead the strategy and execution of scalable processes that support offering and investor documentation, as well as general oversight processes for private alternative investment funds. You will play a critical role in shaping standards for private fund documentation, vetting key provisions, and operationalizing investor agreements across a rapidly growing alternatives platform. This role offers broad visibility to senior leadership and the opportunity to drive meaningful impact through process innovation, governance, and operational excellence. You will partner closely with Legal, Compliance, Sales, Product, and Technology teams to simplify complex structures, enable growth, and ensure consistent execution across the investor lifecycle.

Requirements

• 7 plus years’ experience in Asset Management, preferably within Alternative Investments
• Bachelor's degree required
• Proven ability to translate complex legal and operational provisions into clear, executable processes
• Deep experience working with fund legal documents, including LPAs, PPMs, and Side Letters
• End‑to‑end experience managing the contract lifecycle, from negotiation, through vetting, storage, tracking, and oversight
• Strong judgment in assessing urgency, risk, and impact to effectively prioritize competing initiatives
• Strong industry knowledge across alternative asset classes, including hedge funds, private equity, real assets, direct lending, and structured products
• Expertise in implementing technology solutions as a subject matter authority
• Track record of influencing across functions and organizational levels to deliver scalable outcomes

Nice To Haves

• Exceptional analytical, communication, conceptual thinking, and problem-solving abilities.
• Experience partnering with sales and relationship teams to support investor onboarding and servicing.

Responsibilities

• Lead the strategy and execution of scalable processes that support offering and investor documentation, as well as general oversight processes for private alternative investment funds.
• Shape standards for private fund documentation, vetting key provisions, and operationalizing investor agreements.
• Drive meaningful impact through process innovation, governance, and operational excellence.
• Partner closely with Legal, Compliance, Sales, Product, and Technology teams to simplify complex structures, enable growth, and ensure consistent execution across the investor lifecycle.
• Enhance transparency, controls, and accountability across agreement execution and onboarding processes.
• Design and maintain fund and investor term compliance monitoring frameworks.
• Support investor onboarding and servicing in partnership with sales and relationship teams.

Benefits

• Nurture a culture of learning, growth, and mobility.
• Fidelity Investments is an equal opportunity employer.
• Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.

What This Job Offers

• Job Type: Full-time
• Career Level: Director