Director, Investment Analysis - Alternatives
About 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. You will leverage deep subject matter expertise in conducting product, market, and competitive analysis for Alternatives investments across multiple structures and assets.
Responsibilities
- Partner with sales professionals, investment strategists, and relationship managers to grow Fidelity’s Alternatives market share within the advisor-sold channel.
- Leverage deep subject matter expertise in conducting product, market, and competitive analysis for Alternatives investments across multiple structures and assets.
- Coordinate the execution across marketing, sales, asset management, analytics, and market readiness to deliver relevant insights to clients.
- Support all channels including broker-dealer, RIA, banking, and insurance.
Requirements
- 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
- Can work across a complex, matrixed organization to meet business partners' needs and collaborate to advance business strategic priorities
- Maintain excellent communication, presentation, and interpersonal skills
- Excellent project management, time management, and organizational skills
Qualifications
Note: Fidelity will not provide immigration sponsorship for this position.
Skills
- 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
- Can work across a complex, matrixed organization to meet business partners' needs and collaborate to advance business strategic priorities
- Maintain excellent communication, presentation, and interpersonal skills
- Excellent project management, time management, and organizational skills
Benefits
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.
Pay
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.
Schedule
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.