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Company Description By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.Why join the Harvard Faculty of Arts and Sciences?The Faculty of Arts and Sciences (FAS) is the historic heart of Harvard University. It is the home of Harvard’s undergraduate program (Harvard College, founded in 1636) as well as all of Harvard’s Ph.D. programs (the Harvard Kenneth C. Griffin Graduate School of Arts and Sciences, founded in 1872), Harvard Athletics and the Division of Continuing Education. The 40 academic departments and 30+ centers of the FAS support a community unparalleled in its academic excellence across the broadest range of liberal arts and sciences disciplines. Together, the FAS seeks to foster an environment of ambition, curiosity and shared commitment to knowledge and truth that elicits excellence from all members of our community and prepares the next generation of leaders through a transformative educational experience.Opportunity Insights (OI) is a nonpartisan research and policy institute focused on improving economic opportunity. Founded in 2018, OI has become a nationally and internationally recognized leader in the science of economic mobility and in the use of large administrative data to understand and address inequality. OI has published seminal work on national trends in&nbsp;<a href="https://opportunityinsights.org/national_trends/" target="_blank">upward mobility</a>;&nbsp;<a href="https://opportunityinsights.org/race/" target="_blank">racial disparities</a>;&nbsp;the role of&nbsp;<a href="https://opportunityinsights.org/neighborhoods/" target="_blank">neighborhoods</a>,&nbsp;<a href="https://opportunityinsights.org/paper/social-capital-i-measurement-and-associations-with-economic-mobility/" target="_blank">social</a>&nbsp;<a href="https://opportunityinsights.org/paper/social-capital-ii-determinants-of-economic-connectedness/" target="_blank">capital</a>,&nbsp;and&nbsp;<a href="https://opportunityinsights.org/education/" target="_blank">higher education</a>&nbsp;in upward&nbsp;mobility; and the use of private-sector data to understand disparate impacts in the&nbsp;<a href="https://opportunityinsights.org/paper/tracker/" target="_blank">recent economic recession and recovery</a>.&nbsp;Much of the team’s ongoing research uses quasi-experimental methods to identify causal effects and test the predictions of economic and sociological models. Examples of current research projects include: long-term impacts of neighborhoods and place-based policies, the role of colleges in upward mobility, using big data to address health disparities, and measuring how social networks affect mobility. OI’s work has shaped policy discussions at the national and local level, with nearly a dozen of its studies covered on the front pages of&nbsp;<a href="https://opportunityinsights.org/press/" target="_blank">major media outlets</a>,&nbsp;such as&nbsp;the&nbsp;<a href="https://www.nytimes.com/interactive/2024/07/25/us/race-wealth-gap-economy.html?rsrc=flt&amp;unlocked_article_code=1.H04.fXii.Vmsnyn92bjrP&amp;smid=url-share" target="_blank">New York Times</a>,&nbsp;<a href="https://www.economist.com/graphic-detail/2022/08/01/a-new-study-shows-how-much-social-capital-matters?utm_medium=cpc.adword.pd&amp;utm_source=google&amp;utm_campaign=a.22brand_pmax&amp;utm_c%20conversion.direct-response.anonymous&amp;gclid=CjwKCAjwi8iXBhBeEiwAKbUofStZW26tnaQZXhQcFVjirdne1M5ovu1C9jsRigIagY9V0ZurA4ECNBoCBaAQAvD_BwE&amp;gclsrc=aw.ds" target="_blank">The Economist</a>,&nbsp;<a href="https://www.washingtonpost.com/opinions/2023/07/30/college-admissions-elite-ivy-rich/" target="_blank">The Washington Post</a>,&nbsp;and the&nbsp;<a href="https://www.wsj.com/articles/when-the-safety-net-pays-for-itself-11563800405" target="_blank">Wall Street Journal</a>,&nbsp;and have been widely cited in policy discussions. Job Description Job Summary: Oversee pre post-award activities for a portfolio of sponsored research projects.Position Description:The Assistant Director for Research Administration and Finance (ADRAF) will be responsible for pre and post award grant management, financial management and modeling, and all financial compliance within Opportunity Insights (OI).&nbsp; The ADRAF will oversee and manage the Finance Associate. &nbsp;In addition to managing staff and processes, the ADRAF will have a small portfolio of PIs awards that are deemed complicated and complex. The ADRAF will report to the Executive Director and serve as a member of the senior management team. &nbsp; 
 
The Center has a “full-cycle” grant management structure. In addition to pre and post award management of sponsored awards, the ADRAF will review and approve expenditures (HCOM, Corporate Card, PCard etc.). The ADRAF ensures compliance with internal Harvard polices, processes and deadlines. This includes working closely with OSP, RAS, OGC and Central finance departments. The ADRAF will assist in hiring and orientation, training and development, workflow and performance management, and the promotion of an inclusive and innovative work environment. The ADRAF will oversee the routing and signatory process. The ADRA will establish and monitor effective pre-and post-award processes and systems. Manage pre-award areas such as: proposal submission, award validation approval and set-up. Manage post-award areas such as: award approval and set-up, financial analysis, and reporting.&nbsp; The ADRAF will also work with OI leadership on financial projections and modeling to account for Center sustainability, growth, and diversified funding streams.&nbsp; 
 
Provide problem resolution, guidance and or training for comprehensive sponsored and non-sponsored award management, compliance, systems, and reporting. Interpret regulations and guidelines of multiple program funding with complex and broad guidelines for spending. Lead the audit of individual sponsored accounts to ensure compliance with University and sponsored regulations. Ensure department’s accurate and timely financial analysis and reporting. &nbsp;Supervises Finance Associate, including planning, assigning, scheduling, reviewing work, training, mentoring and performance management. Assesses and maintains portfolio distribution and workload; redistributes assignments as needed. 
 
Serves as primary local contact for resolving issues related to review criteria such as PI eligibility, indirect cost policies, cost sharing, and identifying needed compliance approvals. 
Advises faculty and staff on existing options/alternatives; recommends courses of action on research related fiscal matters. 
 
Works with school-level offices on audits, tuition distribution, award and sub recipient monitoring, effort certifications, supplemental salary requests. 
Working Conditions: <ul><li>Work is performed in an office setting</li></ul> Qualifications Basic Qualifications: <ul><li>Bachelor’s degree or equivalent work experience required</li><li>Minimum of 7 years’ relevant work experience</li><li>Advanced knowledge of sponsored research regulations</li><li>Supervisory experience</li></ul>Additional Qualifications and Skills: <ul><li>MBA or Masters degree in relevant field</li><li>Knowledge of Microsoft Office Suite, advanced Excel skills</li><li>Knowledge of advanced financial principles, budget management, financial analysis</li><li>Experience with Harvard financial and grants administration systems and applications highly preferred.</li><li>Demonstrated experience with sponsored research awards</li><li>Change management skills.</li><li>Excellent written and verbal communications.</li><li>Meet and plan deadline driven work timelines.</li><li>Manage multiple priorities and interact with diverse constituencies.</li><li>Strong analytical, interpersonal, and organizational skills.</li><li>Self-directed, possess a high degree of judgement, work independently with minimum supervision, and handle confidential information with discretion.</li><li>Leader who is a team player with a strong service-oriented attitude.</li><li>Desire and willingness to assume increasing and changing responsibilities.</li></ul> Additional Information <ul><li>Standard Hours/Schedule: 35 hours per week</li><li>Visa Sponsorship Information: Harvard University is unable to provide visa sponsorship for this position</li><li>Pre-Employment Screening: Identity, Education, Criminal, Credit</li><li>Other Information:&nbsp;<ul><li>This is a 2 year term position with strong possibility of renewal.</li><li>All formal written offers will be made by FAS Human Resources.</li><li>This position will require working on-site Monday through Friday in our Cambridge, MA office during the first 90 days of orientation and review. After 90 days of employment, a hybrid schedule will become available. The hybrid schedule will be three days on-site, and two days remote.</li></ul></li></ul>We strongly encourage you to submit a cover letter for full consideration. In your cover letter, please highlight your interest in the role, how your experience aligns with the position requirements, and what makes you a strong match for the position.Work Format DetailsThis is a position that is based at a Harvard campus location with some remote work options available. Additional details will be discussed during the interview process. All remote work must be performed within one of the Harvard Registered Payroll States, which currently includes Massachusetts, Connecticut, Maine, New Hampshire, Rhode Island, Vermont, Georgia, Illinois, Maryland, New Jersey, New York, Virginia, Washington, and California (CA for exempt positions only). Certain visa types and funding sources may limit work location. Individuals must meet work location sponsorship requirements prior to employment.&nbsp;
Salary Grade and RangesThis position is salary grade level 058. Please visit &nbsp;<a href="https://hr.harvard.edu/salary-ranges" target="_blank">Harvard's Salary Ranges</a>  to view the corresponding salary range and related information.&nbsp;
BenefitsHarvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to:&nbsp;<ul><li>Generous paid time off including parental leave&nbsp;</li><li>Medical, dental, and vision health insurance coverage starting on day one&nbsp;</li><li>Retirement plans with university contributions&nbsp;</li><li>Wellbeing and mental health resources&nbsp;</li><li>Support for families and caregivers&nbsp;</li><li>Professional development opportunities including tuition assistance and reimbursement&nbsp;</li><li>Commuter benefits, discounts and campus perks&nbsp;</li></ul>Learn more about these and additional benefits on our <a href="https://hr.harvard.edu/benefits-wellbeing" target="_blank">Benefits &amp; Wellbeing Page</a>.&nbsp;
EEO/Non-Discrimination Commitment StatementHarvard University is committed to <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal opportunity</a> and <a href="https://provost.harvard.edu/files/provost/files/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination</a>. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard’s academic purposes.&nbsp;Harvard has an <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity</a> policy that outlines our commitment to&nbsp;prohibiting discrimination on the basis of race, sex, ethnicity, color, national origin, religion, disability, or any other characteristic protected by law or identified in the university’s <a href="https://provost.harvard.edu/files/provost/files/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a>. Harvard’s <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity</a> policy and <a href="https://provost.harvard.edu/files/provost/files/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a> help all community members participate fully in work and campus life free from harassment and discrimination.&nbsp;

Harvard University FAS Human Resources

Assistant Director of Research Administration and Finance

Company Description By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.Why join Harvard Medical School?Harvard Medical School's mission is to nurture a diverse, inclusive community dedicated to alleviating suffering and improving health and well-being for all through excellence in teaching and learning, discovery and scholarship, and service and leadership.You’ll be at the heart of biomedical discovery, education, and innovation, working alongside world-renowned faculty and a community dedicated to improving human health. This is more than a job - it’s an opportunity to shape the future of medicine. Job Description Job Summary: Oversee comprehensive pre-post-award grant administration. Provide consultation and recommendations for the use of financial resources to faculty and staff.Job-Specific Responsibilities: As a departmental leader, the Assistant Director of Research Administration brings to the role extensive experience with the full lifecycle of grant administration and the ability to design, implement, and monitor effective workflow processes and procedures. This individual will be instrumental in shaping and improving research administration operations while supporting the department’s strategic research goals. The Assistant Director will also be responsible for strengthening internal competencies and building confidence among the grants management team. The Assistant Director of Research Administration provides high-level technical expertise and oversight of both pre- and post-award grants management in a fast-paced and dynamic research environment. We are seeking someone with strong leadership abilities and excellent interpersonal and communication skills. The Assistant Director will work closely with faculty in identifying and applying for funding opportunities, review all pre-award submissions before department signoff, and advise faculty and research staff on University, federal, and sponsor guidelines. The individual will generate financial analyses and reporting for faculty and department leadership, serve as a departmental signatory on sponsored research proposals, and lead the development and delivery of grants management training. This position directly supervises two business office staff members and plays a key role in cultivating a collaborative, inclusive, and high-performing team.Key Responsibilities:Leadership &amp; Oversight<ul><li>Oversee the full range of sponsored research administration, from proposal development and submission through award setup, management, and closeout.</li><li>Provide strategic guidance to faculty and staff on funding strategy, resource allocation, and financial planning related to research activities.</li><li>Act as department signatory for sponsored research proposals in compliance with institutional policies and sponsor regulations.</li></ul>Staff Management<ul><li>Supervise, train, and support two research administration staff members, ensuring alignment of responsibilities, performance expectations, and professional development opportunities.</li><li>Promote a culture of collaboration, innovation, and accountability within the research administration team.</li></ul>Pre- and Post-Award Administration<ul><li>Manage all pre-award activities including funding opportunity searches, proposal preparation, budget development, submission, and routing.</li><li>Oversee post-award functions such as award activation, financial reporting, budget reconciliation, re-budgeting, effort tracking, and subrecipient monitoring.</li></ul>Compliance and Institutional Coordination<ul><li>Interpret and ensure compliance with University, sponsor, and federal policies and procedures.</li><li>Serve as the department’s primary liaison with central administrative offices such as OSP, SPA, and Finance for research-related matters.</li><li>Represent the department at School- and University-wide working groups or meetings related to research administration.</li></ul>Process Improvement &amp; Training<ul><li>Evaluate departmental research administration procedures and recommend enhancements to improve efficiency and accuracy.</li><li>Lead the creation and implementation of departmental best practices.</li><li>Coordinate onboarding and training for new staff and provide continuous guidance to existing team members.</li></ul> Qualifications Basic Qualifications: <ul><li>Bachelor’s degree or equivalent work experience required.</li><li>Minimum of 5 years’ relevant work experience.</li><li>Advanced knowledge of sponsored research regulations.</li></ul> 
Additional Qualifications and Skills: <ul><li>Previous experience supervising staff is desirable.</li><li>Advanced Accounting or Business Degree preferred.</li><li>Must be self-directed and able to prioritize duties and meet multiple deadlines.</li><li>Must be able to use a high degree of judgment and make sound independent decisions.</li><li>Experience working with research faculty in a higher education setting is preferred.</li><li>High level of attention to detail and ability to multitask is required.</li><li>Strong written and oral communication skills are essential.</li><li>Needs to be able to work independently with minimal supervision and handle complex and confidential information with discretion.</li></ul> Additional Information <ul><li>Term:&nbsp;This is a two-year term position from the date of hire, with the possibility of extension, contingent upon work performance and continued funding to support the position.&nbsp;</li><li>Standard Hours/Schedule: 35 hours per week</li><li>Visa Sponsorship Information: Harvard University is unable to provide visa sponsorship for this position.</li><li>Pre-Employment Screening: Identity, Education</li><li>Other Information:</li></ul>Work is performed in an office setting and remotely. Remote working conditions will be discussed during the hiring process.Please note that we are currently conducting a majority of interviews and onboarding remotely and virtually. We appreciate your understanding.Not ready to apply? Join our talent community to keep in touch and learn about future opportunities! <a href="https://www.gem.com/form?formID=16341e35-cbc6-4904-88a3-09b35763307e" target="_blank">https://www.gem.com/form?formID=16341e35-cbc6-4904-88a3-09b35763307e</a>Work Format DetailsThis is a position that is based at a Harvard campus location with some remote work options available. Additional details will be discussed during the interview process. All remote work must be performed within one of the Harvard Registered Payroll States, which currently includes Massachusetts, Connecticut, Maine, New Hampshire, Rhode Island, Vermont, Georgia, Illinois, Maryland, New Jersey, New York, Virginia, Washington, and California (CA for exempt positions only). Certain visa types and funding sources may limit work location. Individuals must meet work location sponsorship requirements prior to employment.&nbsp;
Salary Grade and RangesThis position is salary grade level 057. Please visit &nbsp;<a href="https://hr.harvard.edu/salary-ranges" target="_blank">Harvard's Salary Ranges</a>  to view the corresponding salary range and related information.&nbsp;
BenefitsHarvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to:&nbsp;<ul><li>Generous paid time off including parental leave&nbsp;</li><li>Medical, dental, and vision health insurance coverage starting on day one&nbsp;</li><li>Retirement plans with university contributions&nbsp;</li><li>Wellbeing and mental health resources&nbsp;</li><li>Support for families and caregivers&nbsp;</li><li>Professional development opportunities including tuition assistance and reimbursement&nbsp;</li><li>Commuter benefits, discounts and campus perks&nbsp;</li></ul>Learn more about these and additional benefits on our <a href="https://hr.harvard.edu/benefits-wellbeing" target="_blank">Benefits &amp; Wellbeing Page</a>.&nbsp;
EEO/Non-Discrimination Commitment StatementHarvard University is committed to <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal opportunity</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination</a>. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard's academic purposes.Harvard has an <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> that outlines our commitment to prohibiting discrimination on the basis of race, ethnicity, color, national origin, sex, sexual orientation, gender identity, veteran status, religion, disability, or any other characteristic protected by law or identified in the university's <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a>. Harvard's <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a> help all community members participate fully in work and campus life free from harassment and discrimination.

Assistant Director of Research Administration

Company Description By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.Why join Harvard University Central Administration?Harvard University's Central Administration (CADM) is a 5,000+ employee organization that supports the university's overall excellence by understanding and serving the needs of its schools, students, faculty, staff, alumni, and surrounding communities. Through dynamic and collaborative partnerships, CADM provides high-quality and efficient services to the schools to help them achieve their goals. Job Description The Harvard Federal Credit Union (Harvard FCU) is one of the fastest growing Credit Unions in the country and a leader in our industry. As a not-for-profit cooperative, we put our members’ best interests first in all that we do. We are passionate about service and fanatical about solving problems. Integrity and transparency are the foundation of Harvard FCU's philosophy. Our mission is to enhance our members’ lives by developing and offering trustworthy products that are easy to understand, easy to use, and best suited to meet their financial needs.Harvard FCU:&nbsp;<a href="https://harvardfcu.org/" target="_blank">https://harvardfcu.org/</a>&nbsp; 
 
Job Specific Responsibilities:The Vice President (VP) of Mortgage Operations provides strategic direction and operational oversight for the Credit Union’s Real Estate Lending division. This leader is responsible for driving growth, ensuring regulatory compliance, optimizing performance across origination, processing, underwriting, closing, and servicing, and delivering an exceptional member experience. The VP will champion innovation, lead cross-functional initiatives, and manage vendor and stakeholder relationships to ensure operational excellence and sustained profitability.Strategic Leadership<ul><li>Establish and execute the strategic direction for mortgage operations in alignment with the Credit Union’s vision and growth objectives.</li><li>Lead the development and implementation of new products, services, and technologies to meet evolving member needs and market opportunities.</li><li>Monitor real estate loan portfolio performance, ensuring credit quality and risk mitigation across a diversified product offering.</li><li>Identify and evaluate opportunities for partnerships, market expansion, and operational improvements.</li><li>Represent the mortgage division in enterprise-wide planning and executive-level decision making.</li></ul>Team &amp; Culture Leadership<ul><li>Lead, mentor, and develop a high-performing operations team across origination, processing, underwriting, and servicing functions.</li><li>Foster a culture of innovation, accountability, and inclusivity.</li><li>Provide clear direction, coaching, and performance management to ensure team effectiveness and engagement.</li></ul>Operations Management<ul><li>Oversee day-to-day operations of mortgage lending, ensuring efficiency, productivity, and high-quality member service.</li><li>Ensure all mortgage files are digitized, retained, and protected in accordance with security standards and retention policies.</li><li>Implement and monitor operational policies, workflows, and SLAs to support process consistency and compliance.</li><li>Lead cross-departmental collaboration to ensure seamless end-to-end mortgage operations.</li></ul>Compliance &amp; Risk Oversight<ul><li>Ensure compliance with all federal, state, and investor regulations, including HMDA, RESPA, TILA, and CFPB requirements.</li><li>Partner with auditors and regulators during examinations and ensure timely remediation of findings.</li><li>Maintain and update training programs to ensure staff are proficient in relevant regulatory requirements.</li></ul>Vendor &amp; Relationship Management<ul><li>Manage relationships with key third-party partners including title companies, appraisers, legal counsel, investors, and software vendors.</li><li>Ensure ongoing vendor due diligence, including financial reviews, compliance documentation, and performance monitoring.</li></ul>Functional ResponsibilitiesOrigination &amp; Underwriting<ul><li>Oversee the entire loan pipeline, including pre-approvals, denials, counteroffers, and in-process applications.</li><li>Review and approve loan decisions in alignment with underwriting guidelines and risk appetite.</li></ul>Closing &amp; Servicing<ul><li>Add closing and servicing Team.</li><li>Manage lien releases, subordinations, modifications, and timely escrow analysis.</li><li>Ensure the accuracy of member mortgage statements and reporting, including HMDA and annual tax/interest reporting.</li></ul>Working Conditions:<ul><li>Work is performed in an office setting.</li></ul> Qualifications Basic Qualifications:Basic Qualifications are the minimum threshold a candidate must meet in order to be considered for this role. <ul><li>Bachelor’s degree or equivalent work experience required</li><li>Minimum of 8 years’ relevant work experience</li><li>Supervisory experience</li></ul>Additional Qualifications and Skills:The following qualifications are strongly preferred. If you meet some, but not all, you are still encouraged to apply; we value employees with a willingness to learn.<ul><li>Minimum of 8 years of mortgage operations experience, with at least 3 years in a senior leadership or VP-level role.</li><li>Proven experience managing underwriting, secondary market activities, and vendor relationships.</li><li>Strong understanding of mortgage regulatory environment.</li><li>Experience working in a credit union or community bank setting.</li><li>Demonstrated success leading change management and digital transformation initiatives.</li><li>Strong proficiency in Microsoft Office; experience with LOS, servicing platforms, and secondary market execution tools.</li><li>Excellent written and verbal communication skills.</li></ul> Additional Information ​​​​​Standard Hours/Schedule:&nbsp;35 hours per week.<ul><li>Required to be onsite a&nbsp;minimum 3 days per month, at times 5 days per week based on required business needs.</li></ul>Visa Sponsorship Information:&nbsp;Harvard University is unable to provide visa sponsorship for this position.Pre-Employment Screening:&nbsp;Credit, Criminal, Education, Identity, Prohibited Parties (OFAC - Office of Foreign Assets Control).Other Information:<ul><li>Please provide a cover letter and resume as one document with your application.</li><li>This position has a 90-day orientation and review period.</li></ul>#LI-BT1Work Format DetailsThis is a position that is based at a Harvard campus location with some remote work options available. Additional details will be discussed during the interview process. All remote work must be performed within one of the Harvard Registered Payroll States, which currently includes Massachusetts, Connecticut, Maine, New Hampshire, Rhode Island, Vermont, Georgia, Illinois, Maryland, New Jersey, New York, Virginia, Washington, and California (CA for exempt positions only). Certain visa types and funding sources may limit work location. Individuals must meet work location sponsorship requirements prior to employment.&nbsp;
Salary Grade and RangesThis position is salary grade level 059. Please visit &nbsp;<a href="https://hr.harvard.edu/salary-ranges" target="_blank">Harvard's Salary Ranges</a>  to view the corresponding salary range and related information.&nbsp;
BenefitsHarvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to:&nbsp;<ul><li>Generous paid time off including parental leave&nbsp;</li><li>Medical, dental, and vision health insurance coverage starting on day one&nbsp;</li><li>Retirement plans with university contributions&nbsp;</li><li>Wellbeing and mental health resources&nbsp;</li><li>Support for families and caregivers&nbsp;</li><li>Professional development opportunities including tuition assistance and reimbursement&nbsp;</li><li>Commuter benefits, discounts and campus perks&nbsp;</li></ul>Learn more about these and additional benefits on our <a href="https://hr.harvard.edu/benefits-wellbeing" target="_blank">Benefits &amp; Wellbeing Page</a>.&nbsp;
EEO/Non-Discrimination Commitment StatementHarvard University is committed to <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal opportunity</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination</a>. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard's academic purposes.Harvard has an <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> that outlines our commitment to prohibiting discrimination on the basis of race, ethnicity, color, national origin, sex, sexual orientation, gender identity, veteran status, religion, disability, or any other characteristic protected by law or identified in the university's <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a>. Harvard's <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a> help all community members participate fully in work and campus life free from harassment and discrimination.

VP, Mortgage Operations

<h3>Job Description:</h3>The GroupThe Systematic Equity Strategies (SES) team resides within Fidelity’s broader Quantitative Research and Investments (QRI) organization. QRI is responsible for the management and development of new quantitative strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis. The investment and research team dedicated to SES is responsible for the research, design, development, and implementation of systematic active and tax-managed equity strategies. AUM is approximately $30B and spans multiple equity products and customized separately managed accounts serving both intermediary and institutional investors.The RoleAs an Investment Director, you will work closely with the SES institutional portfolio managers and investment team developing an understanding of the investment philosophy, process, and ongoing activities of the custom separately manage account (tax managed) solution. As an internal subject matter expert, you will work closely with the investment team and internal partners to deliver portfolio and business level analysis supporting client relationships and new business opportunities. Additionally, the role will identify and partner with cross functional teams to improve workflows and support the development of technology and applications to aid the investment management organization and business partners.The Value You Deliver<ul><li>Contribute to the delivery of client centric investment content: account review presentations, account transition analysis, attribution analysis, marketing related pitchbooks and product summaries.</li><li>Serve a primary role supporting the investment content used in completing complex RFPs and ad-hoc client requests inclusive of organizing workflow within the investment team towards completion.</li><li>Build, maintain and grow partnerships across the distribution organization to broaden investment understanding and overall awareness of competitive strengths.</li><li>Support focus on investment and product education, as well as thought leadership initiatives.</li><li>Assist in identifying and defining workflows, support models, and resourcing to create efficiencies and help implement business requirements with internal partners.</li><li>Collaborate with SES institutional portfolio managers and product management team developing investment guidelines, competitive differentiators, and marketing strategy.</li><li>Partner with investment team and internal partners to define and develop investment analytics for usage in client reporting and marketing materials.</li></ul>Qualifications<ul><li>Bachelor's degree required, progress toward an advanced degree and/or CFA a plus.</li><li>3-10 years of investment related experience with a quantitative/systematic focus.</li><li>Preference for familiarity with tax managed investment products.</li><li>Proficient in PowerPoint, Excel, Word, and FactSet.</li><li>Coding proficiency a plus.</li></ul>The Expertise and Skills You Bring<ul><li>Enjoy working in a collaborative environment and thrive in a focused and dynamic organization.</li><li>Articulate with an interest in developing into a client facing role.</li><li>Ability to organize, prioritize, and manage time well.</li><li>Real passion for financial markets, investment process and provision of effective investment solutions.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.<h3>Certifications:</h3><h3>Category:</h3>Investment ProfessionalsMost 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.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.

Fidelity Investments

Investment Director, Systematic Equity Strategies

Company Description By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.Why join Harvard University Central Administration?Harvard University's Central Administration (CADM) is a 5,000+ employee organization that supports the university's overall excellence by understanding and serving the needs of its schools, students, faculty, staff, alumni, and surrounding communities. Through dynamic and collaborative partnerships, CADM provides high-quality and efficient services to the schools to help them achieve their goals. Job Description The Harvard Federal Credit Union (Harvard FCU) is one of the fastest growing Credit Unions in the country and a leader in our industry. As a not-for-profit cooperative, we put our members’ best interests first in all that we do. We are passionate about service and fanatical about solving problems. Integrity and transparency are the foundation of Harvard FCU's philosophy. Our mission is to enhance our members’ lives by developing and offering trustworthy products that are easy to understand, easy to use, and best suited to meet their financial needs.Harvard FCU:&nbsp;<a href="https://harvardfcu.org/" target="_blank">https://harvardfcu.org/</a>&nbsp;Job Specific Responsibilities:Responsible for a comprehensive array of Member Services Representative (MSR) duties:<ul><li>Processes;<ul><li>transactions: deposits, withdrawals, loan payments, etc.</li><li>stop payments on teller checks, personal checks and ACH.</li><li>all consumer loan applications/ability to disburse loans/setup loan payments/order coupon payment books.</li></ul></li><li>Balances daily teller drawer and cash recyclers. Oversees all aspects of daily branch settlement.</li><li>Orders/sells cash and balance the vault.</li><li>Handles basic member issues, complaints and counsels members with specific requests or refers to Senior Member Service Representative or manager as appropriate.&nbsp;</li><li>Sells money orders and processes cash advances.</li><li>Payroll maintenance/schedules payments and transfers/ACH Originations.</li><li>Opens savings and checking accounts/certificates/IRA accounts, including the processing of IRA transfers and rollovers.</li><li>Assists;<ul><li>members with domestic and international wire transfers.</li><li>with the daily balancing of the ATM terminals.</li></ul></li><li>Completes deposit verifications, address changes and other written inquiries.</li><li>Foreign currency sales and check collection.</li><li>Services the coin machine.</li><li>Provides branch telephone coverage for incoming calls promptly and professionally.</li><li>Maintains a neat and clean workstation and assists in maintaining the overall Branch appearance.</li><li>Primary resource for tellers in resolving problems, maintaining quality level of member service, and increasing sales of Harvard FCU products and services through referrals.</li></ul>Responsible for maintaining comprehensive job knowledge:<ul><li>To develop and maintain a high level of knowledge of Harvard FCU accounts and services to assist in the cross selling of appropriate products and services to meet members’ needs</li><li>Successful completion of in-house training sessions and other recommended training programs</li><li>Develops and maintains a comprehensive working knowledge of all Credit Union systems utilized by the Retail Group</li><li>Completes required annual training for Bank Secrecy Act&nbsp; (BSA), responsible for accurately completing Currency Transaction Reports (CTRs), adhering to the Customer Identification Program (CIP) Policy, reporting suspicious activity to the BSA Officer, performing Office of Foreign Assists Control (OFAC) inquires, and Branch Robbery Procedures.</li></ul>The above is a description of ordinary duties of this position.&nbsp;It is expected that occasionally other duties, both related and unrelated to the above will be assigned and therefore, required.Working Conditions:<ul><li>This position is fully on site.</li></ul> Qualifications Basic Qualifications:The following qualifications are the minimum threshold for which a candidate must meet in order to be considered for this role.<ul><li>High school diploma and a minimum of one-year relevant training and cash handling experience.</li></ul>Additional Qualifications and Skills:The following qualifications are strongly preferred. If you meet some, but not all, we still encourage you to apply. Harvard FCU values employees with a willingness to learn.<ul><li>Proven customer service skills and the ability to problem solve.</li><li>Outgoing personality with excellent interpersonal, communication and computer skills.</li><li>Position requires occasional early Saturday hours on a rotational basis, or when business needs warrant, sometimes on short notice. Attendance at late meetings/events also may be required.</li><li>Must be willing to travel to all branch locations in Boston, Cambridge and Somerville.</li><li>Comfort working in the diverse and multicultural environment of Harvard University and affiliate organizations.</li></ul> Additional Information <ul><li>Standard Hours/Schedule: 35 hours per week, fully onsite.<ul><li>Hours range from 8:15-4:45 (8-hour shift) M-F and&nbsp;7-2:00 (4-hour shift) on Saturdays (an avg. 2 Saturdays 2 per month)</li></ul></li><li>Visa Sponsorship Information: Harvard University is unable to provide visa sponsorship for this position.</li><li>Pre-Employment Screening: Credit, Criminal, Education, Identity, Prohibited Parties (OFAC - Office of Foreign Assets Control).</li><li>Other Information:<ul><li>Please provide a cover letter and resume as one document with your application.</li><li>This position has a 90-day orientation and review period.</li></ul></li></ul>#LI-BT1Work Format DetailsThis position is based on-site at a Harvard campus location. Additional details will be discussed during the interview process. Certain visa types may limit work location. Individuals must meet work location sponsorship requirements prior to employment.&nbsp;
Salary Grade and RangesThis position is salary grade level 052. Please visit &nbsp;<a href="https://hr.harvard.edu/salary-ranges" target="_blank">Harvard's Salary Ranges</a>  to view the corresponding salary range and related information.&nbsp;
BenefitsHarvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to:&nbsp;<ul><li>Generous paid time off including parental leave&nbsp;</li><li>Medical, dental, and vision health insurance coverage starting on day one&nbsp;</li><li>Retirement plans with university contributions&nbsp;</li><li>Wellbeing and mental health resources&nbsp;</li><li>Support for families and caregivers&nbsp;</li><li>Professional development opportunities including tuition assistance and reimbursement&nbsp;</li><li>Commuter benefits, discounts and campus perks&nbsp;</li></ul>Learn more about these and additional benefits on our <a href="https://hr.harvard.edu/benefits-wellbeing" target="_blank">Benefits &amp; Wellbeing Page</a>.&nbsp;
EEO/Non-Discrimination Commitment StatementHarvard University is committed to <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal opportunity</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination</a>. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard's academic purposes.Harvard has an <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> that outlines our commitment to prohibiting discrimination on the basis of race, ethnicity, color, national origin, sex, sexual orientation, gender identity, veteran status, religion, disability, or any other characteristic protected by law or identified in the university's <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a>. Harvard's <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a> help all community members participate fully in work and campus life free from harassment and discrimination.

Member Services Representative

<h3>Job Description:</h3>The RoleWe’re seeking a proven client coverage professional to join our Electronic Trading Consultant team. You will partner with institutional clients to deliver execution consultation, grow relationships, and drive electronic trading revenue. Leveraging your deep market knowledge and data-driven insights, you’ll help clients optimize workflows, achieve best execution, and unlock new opportunities.The Expertise and the Skills You Bring <ul><li>Serve as a trusted advisor across automation, TCA, OMS integration, and market structure strategy</li><li>Build, expand, and deepen client relationships with quants, head traders, and portfolio managers</li><li>Deliver workflow strategies that improve performance and efficiency</li><li>Drive revenue growth through high-quality execution service and tailored trading solutions</li><li>Provide market and client feedback to enhance the Electronic Brokerage Services (EBS) platform</li><li>Bachelor’s degree required; graduate degree a plus</li><li>5+ years in equities electronic trading sales and/or coverage with a track record of revenue generation</li><li>Expert knowledge of U.S. equity liquidity, ATSs, market microstructure, algorithms, and DMA trends</li><li>FINRA Series 7 &amp; 63 required; Series 55 preferred</li><li>Strong communication skills, collaborative mindset, and ability to operate independently in a fast-paced environment</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The TeamThe Electronic Trading Consultant Team supports both the Fidelity Capital Market's Electronic Trading Product and Fidelity Global Brokerage Group's Fidelity Service Bureau "FSB" Product. Fidelity Capital Markets is the institutional trading arm of Fidelity Investments, providing Equity, Options, Fixed Income, Forex, Municipal and CD Underwriting, Prime Brokerage, and Securities Lending products and services to a wide array of clients, including buy-side institutions and hedge funds, as well as to Fidelity’s own businesses. For more information about Fidelity Capital Markets please visit <a href="http://www.fidelitycapitalmarkets.com/" target="_blank">www.fidelitycapitalmarkets.com</a>.For more information about Fidelity Service Bureau please visit <a href="https://capitalmarkets.fidelity.com/fidelity-service-bureau" target="_blank">https://capitalmarkets.fidelity.com/fidelity-service-bureau</a>The base salary range for this position is $110,000 - $185,000 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 <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 57 - FINRA, Series 63 - FINRA<h3>Category:</h3>Capital Markets Equity

Electronic Sales Trader

Company Description By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.Why join Harvard University Central Administration?Harvard University's Central Administration (CADM) is a 5,000+ employee organization that supports the university's overall excellence by understanding and serving the needs of its schools, students, faculty, staff, alumni, and surrounding communities. Through dynamic and collaborative partnerships, CADM provides high-quality and efficient services to the schools to help them achieve their goals. Job Description Harvard FCU is one of the fastest growing credit unions in the country and a leader in our industry. As a not-for-profit cooperative, we put our members’ best interests first in all that we do.&nbsp;We are passionate about service and fanatical about solving problems. Integrity and transparency are the foundation of Harvard FCU’s philosophy.&nbsp;Our mission is to enhance our members’ lives by developing and offering trustworthy products that are easy to understand, easy to use and best suited to meet their financial needs.Harvard FCU:&nbsp;<a href="https://harvardfcu.org/" target="_blank">https://harvardfcu.org/</a>&nbsp;Under the direction of the AVP of Retail, the Branch Manager oversees operations, sales, and service at Harvard FCU branches. As the primary community contact and brand ambassador, the Branch Manager leads branch staff, fostering high-quality service, efficient operations, and effective sales of Harvard FCU products and services.Job Specific Responsibilities:Commitment to Service Excellence<ul><li>Lead by example by delivering exceptional service to members, and internal teams.</li><li>Foster a culture of responsiveness, empathy, and thorough follow-through.</li><li>Ensure operational processes reflect the warmth and attentiveness members expect.</li><li>Promote seamless, efficient, and supportive internal service interactions.</li><li>Ensure all members have access to our services.</li></ul>Empathetic and Solution-Oriented Support<ul><li>Reinforce a culture of care through empathetic, efficient team interactions.</li></ul>Operational Oversight<ul><li>Manage all branch operations: scheduling, opening/closing, daily balancing, security, and audits.</li><li>Ensure consistent, courteous service excellence.</li></ul>Driving Results<ul><li>Grow deposits and drive membership growth by engaging with existing members, sourcing leads, and building new business relationships.</li><li>Ensure compliance with federal/state laws and internal policies.</li><li>Achieve sales goals through strategic initiatives and member engagement.</li><li>Participate in performance meetings and communicate effectively with staff via daily huddles and monthly meetings.</li></ul>Sales Focus<ul><li>Develop and implement sales strategies to promote Harvard FCU products.</li><li>Monitor performance, identify improvement areas, and implement corrective actions.</li><li>Train and mentor staff on sales techniques and member engagement.</li><li>Collaborate with marketing to support campaigns and retain existing members.</li></ul>Community Engagement<ul><li>Represent Harvard FCU in the community and at networking events.</li><li>Actively promote membership growth and increase visibility within partner organizations and local communities.</li><li>Maintain strong relationships with affiliate personnel and conduct on-site visits.</li><li>Support outreach efforts including benefit fairs, seminars, and educational programs.</li></ul>Business Prospecting and Floating<ul><li>Identify and develop new business opportunities to support membership growth.</li><li>Float to other branches as needed to maintain service standards.</li></ul>Business Partner Collaboration<ul><li>Work with department managers to align strategies and initiatives.</li></ul>Know Your Business: Educate &amp; Empower<ul><li>Apply credit union expertise to drive success.</li><li>Foster teamwork, inclusion, and professional development.</li><li>Communicate clearly to ensure alignment and growth</li></ul>Physical Requirements:<ul><li>Ability to lift up to 35 pounds.</li></ul> Qualifications Basic Qualifications:Basic Qualifications are the minimum threshold a candidate must meet in order to be considered for this role.<ul><li>Bachelor’s degree or equivalent work experience required</li><li>3+ years’ relevant work experience</li></ul>Additional Qualifications and Skills:The following qualifications are strongly preferred. If you meet some, but not all, you are still encouraged to apply; we value employees with a willingness to learn.<ul><li>Strong<ul><li>understanding of federal and state banking regulations and compliance.</li><li>problem-solving skills and attention to detail.</li></ul></li><li>Proven experience in a leadership role within a financial institution.</li><li>Notary Public registration required (or obtained within 90 days of hire).&nbsp;</li><li>Excellent communication and interpersonal skills.</li><li>Demonstrated written and verbal communication skills, business development, sales and training skills necessary.&nbsp;</li><li>Ability to lead and motivate a team.</li><li>Must display a high level of comfort and sensitivity working within the diverse and multicultural atmosphere.&nbsp;</li><li>Position requires local area travel to various affiliate locations.</li></ul> Additional Information <ul><li>Standard Hours/Schedule: 35 hours per week<ul><li>Branch Operation Hours: Monday-Friday, Typical Hours are 8:15-4:45</li><li>One Saturday a month on average 8:00-12:30</li><li>Occasional after-hours meetings</li></ul></li><li>Visa Sponsorship Information:&nbsp;Harvard University is unable to provide visa sponsorship for this position</li><li>Pre-Employment Screening: Credit, Criminal, Education, Identity, Prohibited Parties (OFAC - Office of Foreign Assets Control)</li></ul><ul><li>Other Information:<ul><li>Please provide a cover letter and resume as one document with your application.</li><li>This position has a 90-day orientation and review period.</li></ul></li></ul>#LI-BT1Work Format DetailsThis position is based on-site at a Harvard campus location. Additional details will be discussed during the interview process. Certain visa types may limit work location. Individuals must meet work location sponsorship requirements prior to employment.&nbsp;
Salary Grade and RangesThis position is salary grade level 056. Please visit &nbsp;<a href="https://hr.harvard.edu/salary-ranges" target="_blank">Harvard's Salary Ranges</a>  to view the corresponding salary range and related information.&nbsp;
BenefitsHarvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to:&nbsp;<ul><li>Generous paid time off including parental leave&nbsp;</li><li>Medical, dental, and vision health insurance coverage starting on day one&nbsp;</li><li>Retirement plans with university contributions&nbsp;</li><li>Wellbeing and mental health resources&nbsp;</li><li>Support for families and caregivers&nbsp;</li><li>Professional development opportunities including tuition assistance and reimbursement&nbsp;</li><li>Commuter benefits, discounts and campus perks&nbsp;</li></ul>Learn more about these and additional benefits on our <a href="https://hr.harvard.edu/benefits-wellbeing" target="_blank">Benefits &amp; Wellbeing Page</a>.&nbsp;
EEO/Non-Discrimination Commitment StatementHarvard University is committed to <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal opportunity</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination</a>. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard's academic purposes.Harvard has an <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> that outlines our commitment to prohibiting discrimination on the basis of race, ethnicity, color, national origin, sex, sexual orientation, gender identity, veteran status, religion, disability, or any other characteristic protected by law or identified in the university's <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a>. Harvard's <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a> help all community members participate fully in work and campus life free from harassment and discrimination.

Branch Manager

<h3>Job Description:</h3>The RoleSVP, Alternatives Institutional Portfolio ManagerThe SVP Alternatives IPM will work closely with Fidelity’s private equity multi-strategy fund and direct real estate investment teams to support the growth of the products to institutional and intermediary customers. This role will suit candidates with entrepreneurial energy and accountability who are excited to build a business with the support and backing of a leading financial services company. In addition, this professional must have the willingness and desire to manage the workload of a start-up coupled with an agile mindset to move between a smaller team environment to the wider established financial services company.The TeamLocated in Boston, MA, the Alternative Product Development Team ('Alternatives') is part of Fidelity’s Enterprise Services Division that manages the firm’s growth initiatives sponsoring new business creation and innovation. The Alternatives team works closely with Fidelity’s Asset Management Division as well Fidelity’s proprietary alternative investment companies within the Devonshire Investments to bring alternative real estate and PE multi-strategy investments to market.The Purpose of Your Role and the Value You DeliverThe Institutional PM will be one of the senior advocates of Fidelity’s private equity multi-strat and direct real estate products, representing them to existing and prospective institutional and intermediary clients and gatekeepers, internal distribution, operations, marketing and asset management business partners. The Institutional PM will be vital to supporting the growth of Fidelity’s private markets offering.Primary Responsibilities <ul><li>Contribute to the go-to-market sales strategy for the private equity multi-strategy and direct real estate products which will include working with various sales organizations internally to define target market segments and specific prospects, and creating pricing structures and key terms.</li><li>Work with various sales and portfolio teams on complete alternative selling process from sourcing and meeting with prospective investors, educating internal sales teams, working through prospect’s due diligence process to client reporting.</li><li>Meet with existing clients to provide portfolio and performance updates.</li><li>Work with marketing on creating the client facing collateral.</li><li>Provide client and consultant feedback to senior leaders.</li><li>Identify thought leadership and other events to drive awareness of Fidelity’s capabilities.</li><li>Partner with marketing to develop white papers, case studies, trickle marketing campaigns, and press releases.</li><li>Collaborate on new products and be creative in bringing value to our clients.</li></ul>The Expertise We’re Looking For<ul><li>Series 7, Series 24, Series 63</li><li>Experience in the private markets industry, specifically real estate, infrastructure or private equity</li><li>15+ years’ experience working within alternatives in product development, relationship management and sales</li><li>Ability to explain complex products and structures for various levels of staff and clients</li><li>Excellent writing skills and experience in creating product promotion materials, articles and in public speaking</li><li>Deep understanding of private market regulations.</li></ul>The Skills You Bring<ul><li>Outstanding collaboration skills, with an ability to work with and across portfolio managers, product development, senior managers, legal and compliance, salespeople and relationship managers across various channels.</li></ul><ul><li>Experience with owning outcomes and driving solutions.</li><li>Experienced analytical skills and attention to detail.</li><li>Always seeking accurate, complete, and timely information.</li><li>Address concerns and questions from clients in a thorough and thoughtful manner.</li><li>You are a hands-on contributor who enjoys working with a high-performing team and delivering results.</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Private EquityMost 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.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.

18 Controlling / Finance Jobs in Cambridge, MA, USA