What are the responsibilities and job description for the Director - Alternative Investments - Investor Operations and Oversight position at Fidelity Investments?
Job Description
The Role
As a Director on the Alts Investor Operations and Oversight team, you will lead the strategy and execution of scalable processes that support offering and investor documentation, as well as general oversight processes for private alternative investment funds. You will play a critical role in shaping standards for private fund documentation, vetting key provisions, and operationalizing investor agreements across a rapidly growing alternatives platform.
This role offers broad visibility to senior leadership and the opportunity to drive meaningful impact through process innovation, governance, and operational excellence. You will partner closely with Legal, Compliance, Sales, Product, and Technology teams to simplify complex structures, enable growth, and ensure consistent execution across the investor lifecycle.
The Expertise and Skills You Bring
Qualifications
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:
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.
#FidelityAlts
The base salary range for this position is $110,000-$222,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
Certifications
Category:
Business Strategy
The Role
As a Director on the Alts Investor Operations and Oversight team, you will lead the strategy and execution of scalable processes that support offering and investor documentation, as well as general oversight processes for private alternative investment funds. You will play a critical role in shaping standards for private fund documentation, vetting key provisions, and operationalizing investor agreements across a rapidly growing alternatives platform.
This role offers broad visibility to senior leadership and the opportunity to drive meaningful impact through process innovation, governance, and operational excellence. You will partner closely with Legal, Compliance, Sales, Product, and Technology teams to simplify complex structures, enable growth, and ensure consistent execution across the investor lifecycle.
The Expertise and Skills You Bring
Qualifications
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 plus years’ experience in Asset Management, preferably within Alternative Investments
- Bachelor's degree required
- Proven ability to translate complex legal and operational provisions into clear, executable processes
- Deep experience working with fund legal documents, including LPAs, PPMs, and Side Letters
- End‑to‑end experience managing the contract lifecycle, from negotiation, through vetting, storage, tracking, and oversight
- Ability to enhance transparency, controls, and accountability across agreement execution and onboarding processes
- Established success designing and maintaining fund and investor term compliance monitoring frameworks
- Strong judgment in assessing urgency, risk, and impact to effectively prioritize competing initiatives
- Strong industry knowledge across alternative asset classes, including hedge funds, private equity, real assets, direct lending, and structured products
- Expertise in implementing technology solutions as a subject matter authority
- Track record of influencing across functions and organizational levels to deliver scalable outcomes
- Experience partnering with sales and relationship teams to support investor onboarding and servicing
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.
#FidelityAlts
The base salary range for this position is $110,000-$222,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
Certifications
Category:
Business Strategy
Salary : $110,000 - $222,000