Job Description:
The Role
The FI Organization is seeking a Director, Alternative Investment Analysis. In this role you will partner with our team of sales professionals, investment strategists, and relationship managers to help grow Fidelity’s alternative investment market share in the advisor-sold channel. To do so you will leverage deep subject matter expertise in conducting product, market, and competitive analysis for alternative investments across multiple structures and asset. 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
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Bachelor's degree required.
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CFA preferred.
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10+ years of investment product, sales, or equivalent experience.
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Series 7 and 63 licenses required.
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Technical expertise in investment analytics, performance analysis, reporting, market data charting and provisioning, and communications.
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Experience in creating compelling and action-inducing stories using data and analytics. This includes investment insights, thought-leadership, and marketing materials.
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Can work across a complex, matrixed organization to meet business partners’ needs and collaborate to advance business strategic priorities.
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Ability to build internal partnerships and relationships in a team environment.
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Maintains excellent communication, presentation, and interpersonal skills.
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Excellent project management, time management, and organizational skills.
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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, ETF’s, 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.
Certifications:Series 07 - FINRA, Series 63 - FINRA
Category:Investment Operations
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.
Top Skills
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
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