Director, AM Treasurers Office, Alternatives Oversight
Required skills
- private equity
- real estate
- alternative investment
- operational readiness
- product life cycle
- accounting
- financial reporting
- regulatory reporting
- operational risk management
- internal controls
Nice to have
- CPA
- public accounting
Role summary
Fidelity is seeking a Director, AM Treasurers Office, Alternatives Oversight to support its growing alternative product offerings, focusing on private equity and real estate. This role involves overseeing operational readiness, product life cycle events, accounting, and financial/regulatory reporting. The position requires extensive knowledge of alternative investments, operational risk management, and internal controls, along with strong analytical and communication skills. A Bachelor's degree in accounting is preferred, and 10 years of industry experience is required. CPA or public accounting experience is a plus. The role is based on an onsite working model.
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.
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.
