Job Description:

The Business Management & Strategy team provides operational and strategic support across the Compliance, Risk & Business Operations function and the broader Asset Management (AM) organization in the areas of:

Business Management, including the aggregation and collection of Objectives & Key Performance Indicators (OKPIs)

The establishment, implementation, and execution of a robust communication strategy

Real estate and Re-Entry planning for all of Asset Management, including the close coordination with the Fidelity Real Estate Company (FREC) and the Future of Work (FoW) team

Technology product support for the CRBO technology portfolio; and

Strategic project and program management and support for key CRBO initiatives

Alternative Investment Operational Support and related project management

The Director, Business Management & Strategy – Alternative Investment and Product Support will collaborate cross functionally to establish the supporting infrastructure and framework for new alternative investments.  The candidate will lead all aspects of this process from tactical execution to strategic design and implementation.  The candidate will also assist with other functional strategic initiatives as capacity allows. 

The successful candidate will: 

Collaborate with investment advisors, product, legal, compliance, FFIO, and other relevant stakeholders to establish and implement the framework and infrastructure needed to support new alternative investments

Identify, develop, and promote repeatable and scalable processes and frameworks needed to support alternative investments in what is a strategic growth area for Asset Management

Have significant exposure to senior management across CRBO & AM and must possess a high degree of executive presence and professionalism.

Successfully navigate the organization, build strong working relationships with key business stakeholders, and develop a strong professional network.

Quickly learn complex business processes associated with starting new alternative investment and products

Be skilled in synthesizing complex ideas into easy-to-understand materials, including delivery of key concepts to a cross functional audience with varying seniority levels

Need to be comfortable taking direction from multiple leaders, open to constructive feedback, and working independently and with ambiguity.

The Expertise and Skills you Bring

Strong understanding of alternatives investments such as hedge funds, private equity, real assets, direct lending, and structured products.

5 plus years’ experience working within alternatives investments

Ability to break down sophisticated products and structures for various levels of staff and clients

Superb work ethic, attention to detail, team orientation, and commitment to excellence

Proven track record when working with uncertainty and successfully delivering large, complex, and strategic initiatives

Outstanding collaboration skills and ability to partner across portfolio managers, product development, senior managers, legal and compliance, and others

MBA/CFA or other advanced degree or certification preferred.

Flexibility and the skill to both lead and contribute to teams are musts.

Applicants must have exceptional analytical, communication, conceptual thinking, project management and problem-solving capabilities. 

Understanding of the asset management industry, as well as Fidelity's Asset Management businesses.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).”

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.