Vice President, Alternative Investor Operations & Oversight
Company: Fidelity Investments Inc.
Location: Boston
Posted on: January 8, 2025
Job Description:
Job Description:Vice President, Alternative Investor Operations
& OversightThe Vice President, Alternative Investor Operations &
Oversight Lead will collaborate cross-functionally to establish
supporting infrastructure and oversight framework for alternative
fund investors. The candidate will be responsible for facilitating
the end-to-end process for side letters and SMA agreements, from
tactical execution to strategic design and implementation and for
various operations and oversight responsibilities across the
alternative fund universe at Fidelity.The successful candidate
will:
- Identify, develop, and promote repeatable and scalable
processes and frameworks needed to support alternative investments
and investor agreements.
- Have significant exposure to senior management 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 investments 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.
- Define, prepare and detail the specification requirements to be
used by the technical team to build an application for end-to-end
management of side letter process.The Expertise and Skills you
Bring:
- 10 plus years work experience in financial services
organizations.
- Experience with fund legal documents; legal background is a
plus.
- Experience working with placement agents and institutional
investors is a plus.
- Strong understanding of the asset management industry (working
knowledge of alternative investments including hedge funds, private
equity, real assets, direct lending, and structured products is a
plus).
- 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 and
effectively influence across a variety of senior stakeholders.
- MBA or other advanced degree preferred.
- Flexibility and the skill to both lead and contribute to teams
are musts.
- Applicants must have exceptional analytical, communication,
conceptual thinking, problem-solving capabilities.
- Experience with contract process, from negotiation/initiation
to document storage and term tracking.
- Ability to promote visibility and transparency between all
resources involved in the contract process.Certifications:Company
OverviewFidelity 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 UsAt 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 , we
have been recognized by our employees as a top 10 Best Place to
Work in 2024. 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. blends the best of both
onsite and offsite work experiences. Having the majority of our
associates work onsite is important for our business strategy and
our culture. We also value the benefits that working offsite offers
associates. Most roles listed as Hybrid will require associates to
work onsite all business days of every other week in a Fidelity
office. This does not apply to roles listed as Remote or Onsite.At
Fidelity, we value honesty, integrity, and the safety of our
associates and customers within a heavily regulated industry.
Certain roles may require candidates to go through a preliminary
credit check during the screening process. Candidates who are
presented with a Fidelity offer will need to go through a
background investigation, , and may be asked to provide additional
documentation as requested. This investigation includes but is not
limited to a criminal, civil litigations and regulatory review,
employment, education, and credit review (role dependent). These
investigations will account for 7 years or more of history,
depending on the role. Where permitted by federal or state law,
Fidelity will also conduct a pre-employment drug screen, which will
review for the following substances: Amphetamines, THC (marijuana),
cocaine, opiates, phencyclidine.We invite you to Find Your Fidelity
at .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 Accommodation Team by sending an email to .
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Keywords: Fidelity Investments Inc., Newton , Vice President, Alternative Investor Operations & Oversight, Executive , Boston, Massachusetts
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