Director, Investment Architecture

Job Description:

The Teams

The Asset Management Compliance, Risk and Business Operations (CRBO) group comprises the following teams: AM Compliance, AM Risk, Business Operations and Strategy, Counterparty Research & Analytics, Investment Services and Strategic Business Initiatives. CRBO is a global organization that is focused on advancing the strategic priorities of Fidelity and Asset Management through innovation, business partner alignment, and building and supporting a culture that challenges the status quo and promotes vitality.  The teams work together to support Asset Management’s strategic goals while being the best partner to the business to protect our clients via proactive compliance monitoring, risk oversight and strategic business planning. The team’s key organizational themes are business partnership and stewardship, modernization and digitization, innovation, and talent development.

The Position

The Director of Investment Architecture (IA) will play a meaningful role in connecting and integrating the investment processes supporting Fidelity Liquid Alternative (LA) portfolios with the technology infrastructure required to implement investment strategies and decisions at scale. Working closely with Fidelity Asset Management (AM) investment and technology partners, the position will participate in/lead projects of various size and complexity, including product/platform development and enhancement. The business value that the Director of IA will be asked to help unlock centers on expanding foundational investment management capabilities for Fidelity’s Liquid Alts funds and portfolio managers.

Position Responsibilities

• Build a deep understanding of the Liquid Alternative investment processes to become an advocate for the team in technology and operations focused meetings
• Be responsible for the creation of requirements for LA focused technology projects and partner with technology to create milestones for implementation
• Define and document key investment processes by partnering with AM Investment Services, investment professionals, and technology to help drive development requirements
• Identify and lead enhancements across phases of development (i.e., idea to prototype to an enterprise-supported application) as appropriate
• Create a long-term capabilities roadmap to optimally sequence requirements for Fidelity’s LA funds
• Become well versed on LA portfolio and holdings data to create better alignment between data management and investment processes
• Drive automation opportunities for improved scale and efficiency

The Expertise and Skills You Bring

• 8+ years in investment management or consulting industries with a focus on liquid alternative strategies
• Bachelor’s degree along with CFA (in progress or completed) preferred
• Exceptional analytical, communication, conceptual thinking, project management and problem-solving capabilities
• Ability to thrive in a fast-paced environment and simultaneously managing several projects
• Ability to successfully navigate across the organization, build strong working relationships with key business partners, and develop a strong professional network
• Solid ability to synthesize complex ideas into easy-to-understand materials and balance ideal long run vision with the short-term practical implementation
• Demonstrated experience thinking end-to-end about investment processes and workflows
• Self-starter who can work independently in a challenging situation
• Creative problem-solver with a curiosity to foster advances in automation, AI, and machine learning
• Customer-focused approach to engagement with business partners
• High attention to detail
• Strong leadership skills
• Working knowledge of complex instrument types (e.g., Futures, Options, Equity TRS, CDX, IRS, FX Forwards, Swaptions, etc.) and familiarity with derivative lifecycle events including settlements, collateral, clearing, pricing, and related reference data is a plus

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want!  We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.  Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Certifications:

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Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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.