Vice President, Liquid Alternatives/Hedge Product Manager
skillventory - A Leading Talent Research Firm
Vice President, Private Credit Product Manager
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Massachusetts, New Hampshire, New Jersey, Texas • 🇺🇸 United States
Visit company websiteJob Level
Lead
About the role
- Assessing and documenting the requirements for alternative investment products operational ecosystem, including private markets products generally with deep expertise of private credit products.
- Evaluate areas including Fidelity Fund Investment Operations (FFIO) and provide critical alternatives subject matter expertise and context to accelerate product roadmap and target state operating model.
- Collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to bring new products and services to customers.
- Create innovative implementation and portfolio transition solutions for business partners that result in positive outcomes for Fidelity investment products and clients.
- Design client on-boarding and transition strategies that minimize portfolio disruption and transactions costs while improving the customer experience.
- Interact with many groups within the Fidelity organization and effectively represent the business to customers and business partners.
Requirements
- 12+ years’ experience preferred including alternative investment products servicing with an asset manager, audit firm or custodian.
- Bachelor’s Degree or equivalent experience
- Advanced knowledge of broad and deep operations of private credit products, including broadly syndicated loans and direct lending and requirements related to portfolio transactions for pooled investment funds.
- In-depth knowledge of US GAAP accounting financial reporting standards for investment companies including public and private funds.
- Research skills including the ability to gather information about a topic, review that information and analyze and interpret the details in a way to support a solution.
- Strong written and verbal communications skills.
- Excellent organizational skills and attention to detail, with an ability to manage multiple, concurrent high priority assignments and deadlines.
- Proficiency in various PC software applications including Microsoft Excel, Word, and PowerPoint.
- Power BI preferred.
- CAIA and /or CFA is a plus.
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
alternative investment productsprivate credit productsportfolio transactionsUS GAAP accountingfinancial reporting standardsbroadly syndicated loansdirect lendingresearch skillsanalysis and interpretation
Soft skills
strong written communicationstrong verbal communicationexcellent organizational skillsattention to detailability to manage multiple assignmentsability to meet deadlines
Certifications
CAIACFA
