Director, Valuations & Operations – Fidelity Funds & Alternative Investments
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Merrimack • New Hampshire • Texas • United States
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Job Level
About the role
- Own the daily valuation production cycle, ensuring pricing and valuation activities are completed accurately, on time, and in accordance with policy.
- Act as the primary operational decision-maker for valuation issues arising during daily NAV runs, including exception resolution, judgment calls, and escalations.
- Establish clear operational rhythms, handoffs, and coverage models to support consistent execution.
- Monitor daily risk indicators, pricing exceptions, and valuation anomalies, ensuring timely resolution.
- Ensure valuation processes are repeatable, well-controlled, and resilient.
- Lead, coach, and develop multiple valuation teams with accountability for staffing, performance management, and engagement.
- Build a culture of ownership, operational discipline, and continuous improvement.
- Ensure training and readiness for new products and market conditions.
- Provide hands-on leadership during high-pressure situations.
- Embed valuation controls into daily workflows.
- Oversee pricing validation, exception thresholds, and fair value governance.
- Ensure decisions are well-documented and defensible.
- Partner with Risk and Compliance to address findings.
- Proactively assess and mitigate operational risk.
- Drive simplification, automation, and standardization of valuation workflows.
- Partner with Technology and Data teams on system enhancements.
- Lead operational readiness for new instruments.
- Translate valuation policy into executable operating procedures.
- Serve as the primary operational point of contact for valuation matters.
- Communicate clearly on valuation issues and operational impact.
- Escalate issues with defined options and recommendations.
- Represent Valuations in operational forums, audits, and regulatory interactions.
Requirements
- Bachelor’s degree required; MBA or advanced degree strongly preferred.
- Proven financial services operations experience with a focus on execution excellence.
- Extensive financial services experience, including deep exposure to security pricing, valuation controls, and mutual fund operations.
- Proven ability to run a large, time-sensitive daily operation.
- Strong people leadership and decision-making skills.
- Sound judgement and proven ability to manage ambiguity, prioritize multiple demands, and lead teams under pressure in a fast-moving environment.
- Solid understanding of valuation methodologies across asset classes.
- Advanced knowledge of equity, fixed income, derivative, and alternative asset valuation methodologies across US and European markets.
- Demonstrated expertise in derivative valuation and the ability to guide teams through complex, judgment-based pricing decisions.
- Strong analytical, problem-solving, and anomaly-detection skills with the ability to synthesize complex data into clear recommendations.
- Exceptional communication skills, including the ability to influence senior stakeholders and deliver high-impact presentations.
- Strong mentorship capabilities, and the ability to cultivate a highly engaged, inclusive, and high-performance culture.
Benefits
- Health insurance
- 401(k) matching
- Professional development opportunities
- Remote work options
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
valuation production cyclepricing validationvaluation controlsvaluation methodologiesequity valuationfixed income valuationderivative valuationalternative asset valuationanomaly detectionfinancial services operations
Soft Skills
people leadershipdecision-makingjudgmentproblem-solvingcommunicationmentorshipoperational disciplinecontinuous improvementability to manage ambiguityability to influence stakeholders
Certifications
Bachelor's degreeMBA or advanced degree