What are the responsibilities and job description for the Vice President, Finance – Asset Management position at Fidelity Investments?
Job Description
The Role
Are you interested in leading financial analysis and support for three dynamic, constantly evolving investment management divisions? Asset Management Finance is seeking a Vice President to lead finance line support of the High Income and Alternatives, Multi-Asset Solutions and Fidelity Digital Assets divisions. This role will report into the Head of AM Line and Board Finance, leading a team providing finance support to the investment divisions, including multi-year plan, operating plan, budget and forecasts.
In this role you will need to partner directly with the Investment Division Senior Leadership, providing insightful analysis on new investment products, scaling core businesses and industry opportunities. You will be responsible for all aspects of the scorecard development, KPIs, business case development and investment requests including technology spend, new revenue streams, headcount, and expenses changes. You will lead a team of four which will be called upon for advanced levels of financial modeling at times. In addition, you will also focus on coordinating and communicating monthly results and analyses, including assets, flows, market share, expense and headcount. As part of the AM Finance team, you will collaborate with a variety of partners, including senior management, central finance, and the strategy team to drive finance initiatives and deliverables across AM.
The Expertise And Skills You Bring
The Asset Management Finance and Fund Oversight team, partners across Asset Management to drive our long-term strategy and uphold fiduciary standards for fidelity and our customers. We do this by providing finance expertise and insights, leading strategic initiatives, providing independent oversight of investment offerings, supporting Fund Boards, and more.
The base salary range for this position is $130,000-$264,000 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:
Finance
The Role
Are you interested in leading financial analysis and support for three dynamic, constantly evolving investment management divisions? Asset Management Finance is seeking a Vice President to lead finance line support of the High Income and Alternatives, Multi-Asset Solutions and Fidelity Digital Assets divisions. This role will report into the Head of AM Line and Board Finance, leading a team providing finance support to the investment divisions, including multi-year plan, operating plan, budget and forecasts.
In this role you will need to partner directly with the Investment Division Senior Leadership, providing insightful analysis on new investment products, scaling core businesses and industry opportunities. You will be responsible for all aspects of the scorecard development, KPIs, business case development and investment requests including technology spend, new revenue streams, headcount, and expenses changes. You will lead a team of four which will be called upon for advanced levels of financial modeling at times. In addition, you will also focus on coordinating and communicating monthly results and analyses, including assets, flows, market share, expense and headcount. As part of the AM Finance team, you will collaborate with a variety of partners, including senior management, central finance, and the strategy team to drive finance initiatives and deliverables across AM.
The Expertise And Skills You Bring
- Bachelor’s degree in finance, Accounting, or Economics combined with a minimum of 12 years’ work experience in a finance capacity
- Experience in financial services industry is highly desired
- Strategic problem solver who can take an end-to-end view of an issue and develop multiple solutions
- Advanced experience with various software applications (Excel, PowerPoint, Power BI, Tableau, Anaplan and Think-Cell) and proven ability for building complex financial models
- Confidence, business maturity, and presence to work independently and collaborate effectively across all levels of the organization
- Outstanding critical thinking, problem solving, and decision-making skills
- Proven leadership skills and the ability to develop talent
The Asset Management Finance and Fund Oversight team, partners across Asset Management to drive our long-term strategy and uphold fiduciary standards for fidelity and our customers. We do this by providing finance expertise and insights, leading strategic initiatives, providing independent oversight of investment offerings, supporting Fund Boards, and more.
The base salary range for this position is $130,000-$264,000 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:
Finance
Salary : $130,000 - $264,000