Product Lead, Alternatives Private Equity and Real Assets

Job Description : The Role

As an Alternatives Private Equity / Real Assets Product / Squad Lead, you will blend private equity / real assets expertise with a passion for delivering results and driving scale and efficiency across the Fidelity Fund Investment Operations (FFIO) organization. In an agile format and structure, you will partner with other leaders to influence the broader strategic decisions and roadmaps, set the mission, and bring the squad together to execute specific results. Ensuring respective products or services are available, stable, and meet alternatives market standards. You will ensure alignment on the “what” and “when” of the work performed by the squad through ongoing planning and prioritization, to enable the squad to work iteratively, innovate when appropriate, celebrate successes, and learn from failures.

You will provide critical alternatives subject matter expertise and context to accelerate the product roadmap and target state operating model. You will also be committed to maintaining and developing your own expertise and knowledge in private equity / real assets to ensure you bring the latest thinking to your role.

You will work in partnership with the Alternatives Product Area Leader, other product area leads, other agile squads, chapter leaders, and your key stakeholders to define the highest priority work. While promoting agile and demonstrating the Fidelity leadership principles, you will promote and sustain an innovative agile culture.

Defining, refining, and communicating the team's mission to squad members and business partners to empower and rally support

Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad

Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results

Inspecting and evaluating progress, and removing impediments for your squad

Defining, presenting, and evaluating results against agreed acceptance criteria

Making informed trade-off decisions to strike the right balance between quality, cost, and timelines

The Expertise and Skills You Bring

6+ years’ experience preferred including alternatives products servicing with an asset manager, fund administration firm or custodian.

Bachelor’s Degree or equivalent experience.

Advanced knowledge of broad and deep operations of private equity / real assets products including privately held equity holdings, real estate and infrastructure holdings as well as private markets fund of funds holdings as well as fund structures associated with these segments.

Strong written and verbal communications skills. You will be able to absorb complex information and present it in a clear, digestible way to multiple audiences. Grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria

CAIA and / or CFA is a plus.

Agile and Jira experience preferred

Note : Fidelity will not provide immigration sponsorship for this position.

The Team

The Director, Alternatives Private Equity / Real Assets Product / Squad Lead will join a team of ~50 customer obsessed fund and investment operations leaders. We strive to create innovative implementation and portfolio transition solutions for our business partners that result in positive outcomes for Fidelity investment products and clients. We are part of Fidelity Fund and Investment Operations (FFIO), and collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to bring new products and services to our customers. We foster a culture of quality while embracing pace over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. Global Product Solutions teams view investment and operations challenges as opportunities and enjoy designing client on-boarding and transition strategies that minimize portfolio disruption and transactions costs while improving the customer experience.

This role is in the Alternatives group within Global Product Solutions (GPS). GPS is a central service team focused on intaking new product requirements from Asset Management to help expand FFIO’s capabilities and to accelerate operational readiness for new products and requirements. The role will interact with many groups within the Fidelity organization and effectively represents the business to customers and business partners.

#FFIOALTS

The base salary range for this position is $110,000-222,000 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.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Certifications : Category :

Product Management