Director of Investment 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.
Maintainer signals as of 9/25/2026
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 lead investment oversight for securities, funds, and alternative investments. You will guide a team, monitor portfolios and liquidity, improve monitoring capabilities, prepare reports and research for leadership, and maintain relationships with internal and external stakeholders.
Requirements
- Degree in finance, investments, accounting, or a related field
- 10-12 years of experience developing guidelines and monitoring complex multi-asset portfolios
- Performance measurement and attribution experience
- Knowledge of public equities, fixed income, international markets, derivatives, and alternative investments
- Investment reporting experience
- Team leadership experience
- Project management skills
- Process re-engineering experience
- Morningstar Direct, Bloomberg, BARRA, or Aladdin experience preferred
Responsibilities
- Lead the Investment Oversight Team
- Ensure timely execution of oversight responsibilities
- Strengthen investment monitoring capabilities and analyses
- Prepare reports and research for trustees and senior management
- Build relationships with internal and external stakeholders
- Mentor and develop team members
Benefits
- Fully paid parental leave
- On-site health and wellness centers
