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 required 

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,