Director – Liquid Alts Portfolio Services

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Director responsible for liquid alts portfolio services at Fidelity. Engaging with teams for new product implementation and enhancing investment processes.

Posted 7/13/2026full-timeBoston • Massachusetts, New Hampshire, Rhode Island • 🇺🇸 United StatesLead💰 $103,000 - $211,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in derivatives, including Futures, Options, and Swaptions, while effectively managing cross-functional teams to implement and oversee derivative programs. Strong project management and communication skills are essential for collaborating with stakeholders and ensuring compliance with regulatory frameworks.

Highest-signal resume keywords

Derivatives Subject Matter ExpertiseProject Management SkillsInvestment Industry ExperienceRelationship BuildingExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Derivatives Lifecycle ManagementComplex Instrument KnowledgeSettlement ProcessesCollateral ManagementPricing StrategiesRegulatory ComplianceInvestment Process SupportEnd-to-End Process ThinkingGovernance Framework DevelopmentDerivatives Playbook Development

Soft Skills

Interpersonal SkillsCollaborationInfluence Capabilities

Certifications & Qualifications

Bachelor's DegreeCFACAIA

Industry Keywords

FuturesOptionsTotal Return SwapsSwaptionsCDS/XFXInflationInvestment FunctionsMutual FundsETFs

About the role

Key responsibilities & impact

Support strategic cross-advisor new instrument testing and enablement
Provide Derivatives subject matter expertise and advise on industry best practices
Engage with portfolio teams to develop a roadmap to deliver key capabilities to meet the demands of product pipeline
Serve as central point of contact for coordination with all support functions for new derivatives (e.g., Futures, Options, Total Return Swaps, Swaptions, CDS/X, FX, Inflation, etc.)
Establish point of accountability for cross-AM derivatives program/implementation
Drive the implementation of derivatives platform and associated control/oversight/monitoring processes
Develop framework with operations partners (FFIO) to ensure required processing, settlement, and ongoing maintenance of derivative instruments and serve as escalation contact
Build a framework to monitor and report on the end-to-end derivative lifecycle across AM, Treasurer’s Office and FFIO teams’ (e.g., Complex Securities Committee)
Establish governance framework with appropriate teams to understand changes and implications to global regulatory and market structure and coordinate implementation of required changes
Work with technology counterparts to identify, prioritize, and implement enhancements
Partner with Derivatives Risk Manager (DRM) to develop and implement a derivatives play-book (i.e., training curriculum), outlining different types of derivatives, why/how they are used (i.e., investment rationale) and implemented, etc.

Requirements

What you’ll need

7+ years working experience
Bachelor's degree required, CFA, CAIA or progress towards is preferred
Broad-based Fidelity and/or investment industry experience primarily focused on supporting investment processes, including strong knowledge of front-, middle- and back-office investment functions and operations
Working knowledge of complex instrument types (e.g., Futures, Options, Equity TRS, CDX, IRS, FX Forwards, Swaptions, etc.)
Familiarity with derivative lifecycle events including settlements, collateral, clearing, pricing, and related reference data
Strong understanding of different strategy structures or legal wrappers (e.g., mutual funds - 40-Act/81-102, ETFs, hedge funds, limited partnerships, etc.)
Strong project-management skills; can think end-to-end about processes and workflows
Demonstrated relationship building and influence capabilities
Excellent written and oral communication skills
Strong interpersonal skills with ability to collaborate with multiple stakeholders

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