What are the responsibilities and job description for the Director of Performance and Project Management position at Soteriare?
Job Title: Director, Investment Analysis-Alternatives
Location: Boston, MA | Westlake, TX | Smithfield, RI
Job Type: Full-time
We are seeking a Director, Alternative Investment Analysis to partner with our team of sales professionals, investment strategists, and relationship managers to grow Fidelity's alternative investment market share in the advisor-sold channel.
The successful candidate will leverage deep subject matter expertise in conducting product, market, and competitive analysis for alternative investments across multiple structures and asset classes.
Responsibilities include:
- Coordinating the execution across marketing, sales, asset management, analytics, and market readiness to deliver relevant insights to clients.
- Leveraging technical expertise in investment analytics, performance analysis, reporting, market data charting and provisioning, and communications.
- Crafting compelling stories using data and analytics, including investment insights, thought-leadership, and marketing materials.
- Building internal partnerships and relationships in a team environment.
- Developing excellent project management, time management, and organizational skills.
Requirements:
- Bachelor's degree required.
- 10 years of experience in investment product, sales, or equivalent.
About Fidelity Institutional:
Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide, offering a comprehensive line of products and services, including Fidelity Advisor Funds, ETFs, Variable Insurance Products (VIP) Portfolios, and more.
Work Environment:
Fidelity's hybrid working model blends onsite and offsite work experiences. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Equal Opportunity Employer:
Fidelity Investments is an equal opportunity employer.
