Director Institutional Private Assets
| Company | Fidelity Investments |
|---|---|
| Location | Toronto, ON, Canada |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- 7+ years working with institutional investment consultants and/or experience working with alternatives in product development, relationship management and sales
- University degree or related field or equivalent experience
- Designations such as Chartered Financial Analyst (CFA) and/or Masters of Business Administration (MBA)/Chartered Alternative Investment Analyst (CAIA) are an asset
- Experience in the private markets industry, including hedge funds, real estate, Private Debt, BDC’s and Direct Lending; liquid alternatives a plus
- Outstanding partnership skills and ability to partner across portfolio managers, product development, senior managers, legal and compliance, and salespeople across various coverage areas, among others
- Demonstrated credibility in influencing, selling and developing business within the investment management sectors or related financial services clients
- Ability to develop and deliver effective and organized communication in written and verbal form to senior audiences with appropriate persuasiveness and sensitivity
- An entrepreneurial spirit and commitment to delivering long-term results
Responsibilities
- Develop engagement strategies for consultants under their purview outlining growth opportunities for our alternative /private asset (i.e direct lending and credit alternative products) and identifying gating issues that need to be addressed to develop and/or deepen relationships with consultants
- Work with our Investment Portfolio Managers and sales teams to act as an alternative specialist, understand pricing structures and outline current product structures for different customer types
- Lead the process for consultants’ review and underwriting of Fidelity strategies including the coordination of RFP responses, due diligence meetings, investment reviews, etc.
- Serve as an internal spokesperson and proponent for consultants under your purview; provide consultant feedback to internal partners
- Develop opportunities for thought leadership content creation and distribution including partnering with marketing to develop white papers, case studies, trickle marketing campaigns, and press releases
- Collaborate with marketing and sales to sponsor consultant focused events such as roundtable discussions, webinars and conferences
Preferred Qualifications
- Designations such as Chartered Financial Analyst (CFA) and/or Masters of Business Administration (MBA)/Chartered Alternative Investment Analyst (CAIA) are an asset
- Experience in the private markets industry, including hedge funds, real estate, Private Debt, BDC’s and Direct Lending; liquid alternatives a plus