Vice President Associate Director Direct Lending
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 senior debt origination, underwriting, due diligence, and portfolio management. You will assess credit quality, communicate with bankers, company management, and private equity sponsors, coordinate with legal counsel, monitor market trends, and develop private credit expertise.
Requirements
- Bachelor's degree in a relevant field
- 6–10 years of leveraged-finance experience, preferably with a top-tier alternative lending platform
- Advanced financial modeling skills
- Comfort with a variety of capital structures
- Leadership and strategic-thinking skills
- Presentation-development skills
- Written and oral communication skills
Responsibilities
- Lead origination, due diligence, and relationship and portfolio management activities
- Lead underwriting processes and analyze companies' financial condition, products, strategies, customers, suppliers, industry, competition, management, and projections
- Communicate with investment bankers, company management, and private equity sponsors
- Work with internal and external legal counsel on investment documentation
- Develop expertise in private credit strategies and advocate for the firm
- Monitor market trends and propose solutions
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