Director AM Treasurers Office Valuation Oversight
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will manage valuation processes for privately held and complex securities, review and approve fair-value determinations, and maintain valuation policies. You will coordinate service providers and auditors, administer controls and market surveillance, support valuation committees, test methodologies, and mentor junior associates.
Requirements
- 7+ years of industry or equivalent experience
- Experience preparing or auditing private placement valuations preferred
- DCF model experience
- Comparable company model experience
- Stock option model experience
- Technical accounting standards knowledge
- Valuation methodology knowledge for complex and alternative investments
- Operational risk management and internal controls knowledge
- Advanced Microsoft Excel knowledge
- Bachelor’s degree in Finance or Accounting, or equivalent
Responsibilities
- Oversee valuation and pricing operations
- Manage valuation processes for privately held and complex securities
- Review and approve fair-value determinations
- Maintain valuation policies and procedures
- Manage third-party service provider and fund auditor relationships
- Administer daily control functions and perform market surveillance
- Support valuation committees and prepare risk reports
- Test fair-value methodologies
- Manage and mentor junior associates
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Retirement benefits
- Paid time off
- Parental leave
- Charitable giving employee match program
- Student loan repayment
- Tuition reimbursement
- Learning resources