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Director, AM Treasurers Office, Alternatives Oversight

Fidelity
  • Boston, Massachusetts
  • Remote
    2 days ago
    Fidelity

    Job Description

    Fidelity will not provide immigration sponsorship for this position.

    Job Description:

    Note: Fidelity will not provide immigration sponsorship for this position. 



    The Role


    As a Director of Alternatives Oversight in Asset Management’s Treasurers Office, you will be responsible for supporting the growing alternative product offerings, with a focus on private equity and real estate, by providing oversight of operational readiness, product life cycle events, accounting, and financial and regulatory reporting. You will think and work across Fidelity, partnering with Fidelity Fund and Investment Operations and with our key Asset Management business partners in Compliance, Risk, Technology, and the various Investment Divisions across the firm.

     

    The Expertise And Skills You Bring


    • Bachelor’s degree in accounting preferable.
    • A minimum of 10 years industry or equivalent experience
    • Extensive knowledge of private equity, real estate, and other alternative investment product accounting and financial reporting
    • Exceptional research and analytical skills
    • A motivated self-starter committed to accuracy, quality and completion of tasks
    • Knowledge of operational risk management and internal controls, governance and oversight processes
    • Outstanding verbal, written and formal presentations communication skills
    • Ability to prioritize multiple tasks/initiatives and handle time-sensitive activities
    • CPA or public accounting experience a plus.

     

    The Team


    The Asset Management Treasurers Office provides fiduciary oversight of Fidelity’s funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds’ Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds. In addition to overseeing Fidelity’s existing products, we also actively support Asset Management’s efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation.

    Fidelity’s Onsite Working Model
    Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

    The base salary range for this position is $110,000-$222,000 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 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.

    Certifications:

    Category:

    Investment Operations

    Numbers & Facts

    LocationBoston, Massachusetts (
    Remote
    )
    IndustryBanking
    Company Size10,000 employees or more
    Year Founded1946
    Websitehttps://jobs.fidelity.com/

    About Company

    We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses. Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

    Skills

    • Accountingunmatched
    • Analysis Skillsunmatched
    • Asset Managementunmatched
    • Certified Public Accountant (CPA)unmatched
    • Communication Skillsunmatched
    • ERISA (Employee Retirement Income Security Act of 1974)unmatched
    • Establish Prioritiesunmatched
    • Fiduciaryunmatched
    • Financial Regulationsunmatched
    • Financial Reportingunmatched
    • Investment Accountingunmatched
    • Investment Fundsunmatched
    • Investment Servicesunmatched
    • Maintain Complianceunmatched
    • Microsoft Exchange Serverunmatched
    • Multitaskingunmatched
    • Mutual Fundsunmatched
    • Operations Managementunmatched
    • Product Lifecycleunmatched
    • Public Accountingunmatched
    • Real Estateunmatched
    • Regulationsunmatched
    • Regulatory Reportsunmatched
    • Research Skillsunmatched
    • Riskunmatched
    • Risk Managementunmatched
    • Securitiesunmatched
    • Securities Investmentsunmatched
    • State Laws and Regulationsunmatched

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