Director, Investment Analysis – Alternatives

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Director of Alternatives Investment Analysis at Fidelity partnering with sales and investment teams. Leading market share growth through product and competitive analysis and collaboration with various channels.

Posted 6/23/2026full-timeSmithfield • Massachusetts, Rhode Island • 🇺🇸 United StatesLead💰 $103,000 - $211,000 per yearWebsite

About the role

Key responsibilities & impact

partner with sales professionals, investment strategists, and relationship managers to help grow Fidelity’s Alternatives market share
leverage deep subject matter expertise in conducting product, market, and competitive analysis for Alternatives investments across multiple structures and assets
coordinate execution across marketing, sales, asset management, analytics, and market readiness to deliver relevant insights to clients
support all channels including broker-dealer, RIA, banking, and insurance

Requirements

What you’ll need

Bachelor's degree required
CFA preferred
10 years of investment product, sales, or equivalent experience
Series 7 and 63 licenses required
Technical expertise in investment analytics, performance analysis, reporting, market data charting and provisioning, and communications
Experience in creating compelling and action-inducing stories using data and analytics. This includes investment insights, thought-leadership and marketing materials.
Can work across a complex, matrixed organization to meet business partners’ needs and collaborate to advance business strategic priorities
Ability to build internal partnerships and relationships in a team environment
Maintains excellent communication, presentation, and interpersonal skills
Excellent project management, time management, and organizational skills

Benefits

Comp & perks

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

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment analyticsperformance analysisreportingmarket data chartingdata provisioningdata analysiscompetitive analysisproduct analysisinvestment insightsmarketing materials

Soft Skills

communication skillspresentation skillsinterpersonal skillsproject managementtime managementorganizational skillscollaborationrelationship buildingstorytellingstrategic prioritization

Certifications

Bachelor's degreeCFASeries 7 licenseSeries 63 license