SVP, Alternatives Institutional Portfolio Manager

Join to apply for the SVP, Alternatives Institutional Portfolio Manager role at Fidelity Investments

Join to apply for the SVP, Alternatives Institutional Portfolio Manager role at Fidelity Investments

SVP, Alternatives Institutional Portfolio Manager

The SVP Alternatives IPM will work closely with Fidelity’s private equity multi-strategy fund and direct real estate investment teams to support the growth of the products to institutional and intermediary customers. This role will suit candidates with entrepreneurial energy and accountability who are excited to build a business with the support and backing of a leading financial services company. In addition, this professional must have the willingness and desire to manage the workload of a start-up coupled with an agile mindset to move between a smaller team environment to the wider established financial services company.

Job Description

The Role

SVP, Alternatives Institutional Portfolio Manager

The SVP Alternatives IPM will work closely with Fidelity’s private equity multi-strategy fund and direct real estate investment teams to support the growth of the products to institutional and intermediary customers. This role will suit candidates with entrepreneurial energy and accountability who are excited to build a business with the support and backing of a leading financial services company. In addition, this professional must have the willingness and desire to manage the workload of a start-up coupled with an agile mindset to move between a smaller team environment to the wider established financial services company.

The Team

Located in Boston, MA, the Alternative Product Development Team ('Alternatives') is part of Fidelity’s Enterprise Services Division that manages the firm’s growth initiatives sponsoring new business creation and innovation. The Alternatives team works closely with Fidelity’s Asset Management Division as well Fidelity’s proprietary alternative investment companies within the Devonshire Investments to bring alternative real estate and PE multi-strategy investments to market.

The Purpose of Your Role and the Value You Deliver

The Institutional PM will be one of the senior advocates of Fidelity’s private equity multi-strat and direct real estate products, representing them to existing and prospective institutional and intermediary clients and gatekeepers, internal distribution, operations, marketing and asset management business partners. The Institutional PM will be vital to supporting the growth of Fidelity’s private markets offering.

Primary Responsibilities

• Contribute to the go-to-market sales strategy for the private equity multi-strategy and direct real estate products which will include working with various sales organizations internally to define target market segments and specific prospects, and creating pricing structures and key terms.
• Work with various sales and portfolio teams on complete alternative selling process from sourcing and meeting with prospective investors, educating internal sales teams, working through prospect’s due diligence process to client reporting.
• Meet with existing clients to provide portfolio and performance updates.
• Work with marketing on creating the client facing collateral.
• Provide client and consultant feedback to senior leaders.
• Identify thought leadership and other events to drive awareness of Fidelity’s capabilities.
• Partner with marketing to develop white papers, case studies, trickle marketing campaigns, and press releases.
• Collaborate on new products and be creative in bringing value to our clients.

The Expertise We’re Looking For

The Skills You Bring

Certifications

Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA

Category

Private Equity

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Seniority level

Seniority level

Executive

Employment type

Employment type

Full-time

Job function

Job function

Other

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