Director Investment COE

Fidelity Investments • Jersey City, NJ

2d • $95,000 - $186,000 • Onsite

About The Position

The Role
Are you excited by shaping how complex investments are accounted for at scale? Join our Investment Center of Excellence (COE) Accounting team as a Director and play a critical role in strengthening the strategy, systems, and operating model that support investment accounting across the organization. In this role, you will be leading the development and execution of investment accounting frameworks, ensuring consistency, strong controls, and high-quality financial reporting across business units. You will partner closely with accounting, policy, and business teams to navigate complex investment structures, provide technical guidance, and translate detailed analysis into clear, actionable insights for leadership. This role also offers broad exposure across the organization, with opportunities to enhance processes and drive greater efficiency and scalability in how investment accounting is performed. As a leader, you will help foster a collaborative, high-performing environment—coaching talent, strengthening accountability, and contributing to a culture focused on continuous improvement and innovation in support of the firm’s evolving investment landscape.
The Team
The Investment COE Accounting Team works across the company to provide expertise, consistency, and continuous improvement in investment accounting. We partner across the organization to support accurate reporting, strong controls, and successful close cycles. Our team is focused on modernizing systems and processes, reducing manual work, and building scalable solutions that support the company’s evolving investment landscape. We value collaboration, learning, and thoughtful challenges and we take pride in delivering work that enables informed decision‑making and long‑term financial strength.

Requirements

• Bachelor’s degree in Accounting required
• 10+ years of relevant accounting, including public accounting and/or consolidated investment reporting experience.
• Strong working knowledge of U.S. GAAP and experience preparing and reviewing financial statements.
• Deep understanding of accounting principles, financial analysis, and internal control frameworks.
• Demonstrated technical expertise in investment accounting for both investment and non-investment companies across a range of products (including alternative structures: CLOs, LPs, Private Credit, Private Equity), with the ability to apply accounting guidance to drive consistent, accurate financial reporting.
• Experience managing vendor relationships and leading the implementation and ongoing optimization of new technology platforms, with an innovative and strategic mindset.
• Collaborative leadership style with experience coaching and developing others while maintaining accountability for outcomes.
• Ability to navigate and understand complex organizational and ownership structures.
• Demonstrated judgment, initiative, and an inquisitive mindset with a focus on strengthening processes and controls.
• Clear, confident communicator with the ability to translate detailed analysis into executive‑level insights and partner effectively across the organization
• Strong organizational skills with the ability to manage multiple priorities in fast‑paced environments.
• Curiosity for technology and experience working with financial systems, reporting platforms, and analytical tools.

Nice To Haves

• CPA and/or master’s degree in Accounting preferred

Responsibilities

• Leading the development and execution of investment accounting frameworks, ensuring consistency, strong controls, and high-quality financial reporting across business units.
• Partnering closely with accounting, policy, and business teams to navigate complex investment structures, provide technical guidance, and translate detailed analysis into clear, actionable insights for leadership.
• Enhancing processes and driving greater efficiency and scalability in how investment accounting is performed.
• Coaching talent, strengthening accountability, and contributing to a culture focused on continuous improvement and innovation.
• Providing expertise, consistency, and continuous improvement in investment accounting.
• Supporting accurate reporting, strong controls, and successful close cycles.
• Modernizing systems and processes, reducing manual work, and building scalable solutions.

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement
• Generous paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

What This Job Offers

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