Director, Investment Analysis - Alternatives

Fidelity•Smithfield, RI

1d•Onsite

About The Position

The FI Organization is seeking a Director, Alternatives Investment Analysis. In this role you will partner with our team of sales professionals, investment strategists, and relationship managers to help grow Fidelity’s Alternatives market share within the advisor-sold channel. To do so, you will leverage deep subject matter expertise in conducting product, market, and competitive analysis for Alternatives investments across multiple structures and assets. You will coordinate the execution across marketing, sales, asset management, analytics, and market readiness to deliver these relevant insights to our clients. The team supports all channels including broker-dealer, RIA, banking, and insurance.

Requirements

Bachelor's degree required
10 years of investment product, sales, or equivalent experience
Series 7 and 63 licenses required
Technical expertise in investment analytics, performance analysis, reporting, market data charting and provisioning, and communications
Experience in creating compelling and action-inducing stories using data and analytics, including investment insights, thought-leadership and marketing materials.
Ability to work across a complex, matrixed organization to meet business partners’ needs and collaborate to advance business strategic priorities
Ability to build internal partnerships and relationships in a team environment
Maintains excellent communication, presentation, and interpersonal skills
Excellent project management, time management, and organizational skills

Nice To Haves

CFA preferred

Responsibilities

Conduct product, market, and competitive analysis for Alternatives investments across multiple structures and assets.
Coordinate execution across marketing, sales, asset management, analytics, and market readiness to deliver insights to clients.
Partner with sales professionals, investment strategists, and relationship managers to grow Fidelity’s Alternatives market share within the advisor-sold channel.
Support all channels including broker-dealer, RIA, banking, and insurance.