Director, Alts Investor Operations and Oversight
Job Description:
The Role
As the Director, Asset Management - Alts Investor Relations and Onboarding, you will play a significant role in shaping the strategy for managing alternative investment fund documents and facilitating investor agreements for private funds. This position provides excellent access to senior leadership and offers an opportunity to have a significant impact on our rapidly growing alternatives division.
You will be tasked with identifying, developing, and implementing scalable, repeatable processes to support private alternative investment fund operations. The role requires navigating our organization, fostering positive relationships with key collaborators, and expanding your professional network to solution for cross-division challenges. Additionally, you will need to swiftly grasp and simplify sophisticated business processes linked to new alternative investment products and communicate key concepts to a varied audience.
The Expertise and Skills You Bring
With an outstanding work ethic, attention to detail, and dedication to excellence, you possess exceptional analytical, communication, conceptual thinking, and problem-solving abilities. Your qualifications include:
7-10 years’ experience in financial services organizations
Expertise in implementing technology solutions as a subject matter authority
Proficiency in interpreting and working with fund legal documents, including Limited Partner Agreements, Private Placement Memorandums, and Side Letters
Prior experience collaborating with sales and account executives supporting institutional investors
Established experience in building a fund/investor term compliance monitoring system
Experience with contract processes from negotiation/initiation to document storage and term tracking
Ability to enhance visibility and clarity throughout the contract lifecycle
Demonstrated success in leading and optimizing operational processes across complementary teams
In-depth understanding of the asset management industry, with a strong grasp of alternative investments such as hedge funds, private equity, real assets, direct lending, and structured products
Effective collaboration abilities and the ability to persuade senior team members and collaborators
Adaptability and effectiveness in both leading and contributing to teams
The Team
We are committed to encouraging a lasting culture of inclusion and belonging, attracting, developing, and retaining a diverse workforce. Our team is motivated to encourage innovation and deliver outstanding results. As part of the Fidelity Investments family, we take pride in our unwavering dedication to our clients and our collaborative approach to achieving shared goals. People are our greatest asset, and we nurture a culture of learning, growth, and mobility. Join us to be part of a team that values excellence and strives to make a meaningful difference.
Note: Fidelity is not providing immigration sponsorship for this position.
Company Overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.
To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. This hybrid role requires associates to work onsite every other week (all business days, M-F) in a Fidelity office.
The base salary range for this position is $110,000-222,000 USD per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.