SVP, Alternative Investments responsible for leading Private Markets team at Fidelity. Driving operational needs and strategic direction while ensuring risk management and process improvements.
Responsibilities
Provide strategic leadership for the Private Markets Alternatives team within Fidelity Fund and Investment Operations (FFIO)
Support the end-to-end operational and platform needs of Fidelity’s growing Alternative Investments business
Set strategic direction and lead day-to-day management of the Private Markets team
Drive process improvements and proactively manage risk
Foster cross-organizational education around private markets
Collaborate closely with FFIO Senior Leadership Team and provide direct staff management at the Vice President level with extended staff ranging from analyst through director.
Requirements
Bachelor’s degree required; MBA or other advanced degree preferred
15+ years broad financial services operations experience
15+ years operations leadership experience with increasing responsibility
15+ years investment product experience with mutual funds, ETFs, ERISA, alternatives, and other institutional products
An in depth knowledge of Alternative Markets (Private Credit, Private Equity and/or Real Assets) and the end-to-end investment process of such products
Experience in leading or exposure to Investment Operations (Trade Operations, Corporate Actions, Cash Management, Fund Accounting, Financial Reporting/Regulatory Filings, Recon) and product oversight experience required
Design, drive and execute a program of transformation that incorporates day-to-day operations and corresponding technology platform development/optimization
Ability to take initiative, negotiate effectively, manage competing priorities, and motivate teams
Build positive relationships at senior levels and gains trust and respect of peers and business partners to effectively negotiate sophisticated solutions across a variety of investment products.
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