Director, Investment Analysis - Alternatives
Job Description:
The Role
The FI Organization is seeking a Director, Alternatives Investment Analysis. In this role you will partner with our team of sales professionals, investment strategists, and relationship managers to help grow Fidelity’s Alternatives market share within the advisor-sold channel. To do so, you will leverage deep subject matter expertise in conducting product, market, and competitive analysis for Alternatives investments across multiple structures and assets. You will coordinate the execution across marketing, sales, asset management, analytics, and market readiness to deliver these relevant insights to our clients. The team supports all channels including broker-dealer, RIA, banking, and insurance.
The Expertise and Skills You Bring
Bachelor's degree required
CFA preferred
10 years of investment product, sales, or equivalent experience
Series 7 and 63 licenses required
Technical expertise in investment analytics, performance analysis, reporting, market data charting and provisioning, and communications
Experience in creating compelling and action-inducing stories using data and analytics. This includes investment insights, thought-leadership and marketing materials.
Can work across a complex, matrixed organization to meet business partners’ needs and collaborate to advance business strategic priorities
Ability to build internal partnerships and relationships in a team environment
Maintains excellent communication, presentation, and interpersonal skills
Excellent project management, time management, and organizational skills
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide, including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.
The base salary range for this position is $103,000-211,000 USD 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.
