Vice President, Alternative Investment Investor ...

Job Description:The RoleThe Vice President of the Alternatives Investments Investor Relations Operations group team is a leader of a team that is currently staffed at 25 associates and is responsible for supporting the recordkeeping and transfer agent operations and services across various Fidelity alternative product portfolios and structures including Limited Partnerships, REIT, BDCs, Interval Funds and Crypto. You will work closely with multiple channels across Fidelity on product launches, while developing and enhancing processes specifically to support the operations, servicing, record keeping, tax reporting, analytics, and investor communications functions. Additionally, you will help to drive innovation to ensure the product line continues to meet the evolving needs of our customers.The ideal candidate has strong operational and service skills to support a wide range of product structures.Strong operational and customer service skills are required to ensure the team performs and executes flawlessly, meets all SLAs, and ensures quality goals are consistently metAbility to innovate and develop technology and non-technology solutions to help drive scale and efficiencies across the platformPuts the client and the client experience firstPeople development skills to support associate's growth and developmentAbility to work across multiple groups while building relationshipsFamiliarly with the various product and structures is a plus.Vendor managementThe Expertise and Skills You BringBachelor's degree and 8+ years of financial industry experienceAbility to analyze data, identify opportunities, solve complex problems, and drive efficienciesDirect managerial experience highly desiredLeads projects and develops strategic roadmaps to develop/enhance service models and workflows aligned with strategic vision.Makes decisions based on long-term view of trends, issues, and business implicationsKnowledge in the alternative investment fund industry, including the operational service aspects of alternatives, and across a wide range of product structures is a plus.S99 or S24 is preferred, but not requiredThe TeamAn Alternative Investments are a highly specialized investment vehicle that is tailored to sophisticated, high net-worth investors and are not traded on any public market. Our Alternative Investments group services all Fidelity lines of business and handles end-to-end operations from onboarding of assets, all transactions, reconciliation, and servicing requests.Certifications:Category:Brokerage OperationsFidelity'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.

Created: 2025-06-14