Director, Alternatives Finance

Company: Fidelity Investments
Location: Boston
Posted on: September 19, 2023

Job Description:

Job Description:The Asset Management Strategic Advisers, Product & Pricing Finance team is seeking a Director of Finance for Alternatives Finance to deliver a range of financial analysis, product dashboards / visualizations, investment & capital reporting as well as providing business partner support. In this role you will be responsible for conducting analytics and crafting executive level recommendations for strategic priorities. This role will be the lead of alternatives finance support for planning, pricing and analysis. This includes investment case development for product launches, ongoing financial evaluation of existing products, and development of new business acceptance committees and oversight processes.The ideal candidate will be a finance professional with experience in/of alternative products and related financial analysis. If you are someone with analytical demeanor, strong collaboration skills, problem solving and love to build strong customer relationship this is a fantastic opportunity to demonstrate your skills and create meaningful business value!
The RoleThis role will provide financial analysis and reporting support to several groups developing, monitoring, and coordinating alternative products within Asset Management and Corporate Services. These new and innovative products and solutions are a strategic priority for Fidelity s next generation of customers.
The Expertise and Skills You Bring

• A bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree preferred
• 10+ years of professional experience in Finance and Financial services experience specifically with alternative products
• Ability to work independently under pressure in a dynamic environment that will require you to manage multiple, competing tasks simultaneously
• Proven track record to combine a strategic business perspective with strong project management, writing and analytical skills
• Excellent Strong communications skills, including the ability to communicate sophisticated financial information to influence executive decision making
• Project management skills that drive simultaneous progress on multiple cross-functional teams and initiatives
• Proficiency in financial modeling and presentation tools (detailed below) and ability to teach others
• Strong software skills with emphasis on Excel, PowerPoint, Tableau, FCAP, Essbase/Smartview, PowerBI, DOMO, Simfund
• Confidence, business maturity, and presence to work independently and collaborate effectively across all levels of the organization, including effectively interacting with and influencing senior management
• Outstanding critical thinking, problem solving, and decision-making skills
• Project management experience establishing timelines and leading the project lifecycle
• Strong interpersonal skills, proactively building consultative relationships across Finance and the business
• Ability to gain subject matter expertise in a short time period and apply institutional knowledge to business decisions and quality analytics
• Flexibility, and resourcefulness to manage several priorities in a deadline driven environment, having comfort with ambiguity
• Ability to take initiative and seek creative solutions that challenge conventional approach
• Leadership skills to develop financial analyst talent
• Ability to prioritize, delegate, and drive work in a highly matrixed environment, displaying the judgment to know when to involve other COEsThe Value You Deliver
  • Solid understanding of alternative products in order to drive analytic and reporting solutions
  • Demonstrating an in-depth understanding of financial results, including key drivers, emerging trends, and anomalies to share with senior management to guide effective decision making
  • Using tools and business knowledge to continuously provide insightful information, reporting and analytics that evolve with changes in the business, including proactive thinking and analysis
  • Reviewing, analyzing and supervising business performance, synthesizing data, analyses, and conclusions into presentation form for senior management
  • Operating with autonomy, serving as a proxy for the business to various internal audiences
  • Thinking and working across Fidelity to ensure consistency in analysis approach, standards for data and definitions, and proactive support of time critical projects
  • Finding opportunities to streamline work processes and simplify models to make the team more efficient and effective
  • Developing an understanding of AM financial architecture to understand impact of assigned business(es) on LOB and product financial performance and to support modernization efforts
  • Post-mortem analysis on case execution
  • Partner in the creation and ongoing monitoring of Scorecard and Key Performance Indicators
  • Work with AM Finance and BU counterparts on internal revenue sharing. Coordinate the development of revenue drivers and help ensure operations are functioning appropriatelyPlease see below for the salary range for work locations in Colorado only:N/A
    
    Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:N/A
    
    Please see below for the salary range for work locations in California only:N/A
    
    Please see below for the salary range for work locations in Washington only:N/A
    
    Certifications:Company OverviewFidelity Investments is a privately held company with a mission--to strengthen the financial well-being of our clients.--We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.Join UsAt Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a--, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we re calling \u201C\u201D. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.We invite you to--Find Your Fidelity--at--.Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to--, or by calling 800-835-5099, prompt 2, option 3.At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

Keywords: Fidelity Investments, Boston , Director, Alternatives Finance, Executive , Boston, Massachusetts