Director, Alts Investor Operations and Oversight

Job Description:

The Role

As the Director, Alts Investor Operations and Oversight , you will play a significant role in shaping the strategy for managing alternative investment fund documents and facilitating investor agreements for private funds. This position provides excellent access to senior leadership and offers an opportunity to have a significant impact on our rapidly growing alternatives division.

You will be tasked with identifying, developing, and implementing scalable, repeatable processes to support private alternative investment fund operations. The role requires navigating our organization, fostering positive relationships with key collaborators, and expanding your professional network to solution for cross-division challenges. Additionally, you will need to swiftly grasp and simplify sophisticated business processes linked to new alternative investment products and communicate key concepts to a varied audience.

The Expertise and Skills You Bring

With an outstanding work ethic, attention to detail, and dedication to excellence, you possess exceptional analytical, communication, conceptual thinking, and problem-solving abilities. Your qualifications include:

• 7-10 years’ experience in financial services organizations

• Expertise in implementing technology solutions as a subject matter authority

• Proficiency in interpreting and working with fund legal documents, including Limited Partner Agreements, Private Placement Memorandums, and Side Letters

• Prior experience collaborating with sales and account executives supporting institutional investors

• Established experience in building a fund/investor term compliance monitoring system

• Experience with contract processes from negotiation/initiation to document storage and term tracking

• Ability to enhance visibility and clarity throughout the contract lifecycle

• Demonstrated success in leading and optimizing operational processes across complementary teams

• In-depth understanding of the asset management industry, with a strong grasp of alternative investments such as hedge funds, private equity, real assets, direct lending, and structured products

• Effective collaboration abilities and the ability to persuade senior team members and collaborators

• Adaptability and effectiveness in both leading and contributing to teams

 Note: Fidelity is not providing immigration sponsorship for this position.

The Team

We are committed to encouraging a lasting culture of inclusion and belonging, attracting, developing, and retaining a diverse workforce. Our team is motivated to encourage innovation and deliver outstanding results. As part of the Fidelity Investments family, we take pride in our unwavering dedication to our clients and our collaborative approach to achieving shared goals. People are our greatest asset, and we nurture a culture of learning, growth, and mobility. Join us to be part of a team that values excellence and strives to make a meaningful difference.

Certifications:

Category:

Business Strategy

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.

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.