Director, Asset Management Treasurers Office, Alternative Product Oversight

FidelityBoston, MA
6d$110,000 - $222,000Hybrid

About The Position

As a Director of Alternative Product Oversight in Asset Management’s Treasurers Office, you will be responsible for supporting the growing private equity, private credit, and real estate alternative product offerings by providing oversight of operational readiness, product life cycle events, accounting, and financial and regulatory reporting. You will think and work across Fidelity, partnering with Fidelity Fund and Investment Operations and with our key Asset Management business partners in Compliance, Risk, Technology, and the various Investment Divisions across the firm. The Asset Management Treasurers Office provides fiduciary oversight of Fidelity’s funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds’ Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds. In addition to overseeing Fidelity’s existing products, we also actively support Asset Management’s efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation.

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 presentations communication skills
  • Ability to prioritize multiple tasks/initiatives and handle time-sensitive activities

Nice To Haves

  • 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
  • partnering with Fidelity Fund and Investment Operations and with our key Asset Management business partners in Compliance, Risk, Technology, and the various Investment Divisions across the firm
  • set and monitor adherence to fund policies
  • support the Funds’ Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds
  • ensuring appropriate oversight is in place for new products prior to implementation

Benefits

  • comprehensive health care coverage and emotional well-being support
  • market-leading retirement
  • generous paid time off and parental leave
  • charitable giving employee match program
  • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

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What This Job Offers

Job Type

Full-time

Career Level

Director

Number of Employees

5,001-10,000 employees

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