Fidelity Bank · 3 months ago
Director, Alternative Investments and Emerging Product Strategy
Merrimack, NH
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expFidelity Bank is seeking a Director of Alternative Investments and Emerging Product Strategy, who will be responsible for evaluating how new investments and regulatory changes affect reporting processes. The role involves coordinating analyses, facilitating meetings, and communicating impacts to management and partners.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
No H1B
Responsibilities
Get up-to-speed quickly on a variety of critical new requirements ranging from complex instruments to regulations and authoritative guidance
Create requirement summaries to inform the broader Shareholder Reporting staff and to highlight impacted products and deliverables
Facilitate meetings and collaborate with internal team leaders to capture operational demands of new requirements across the Shareholder Reporting production teams
Summarize and communicate impacts of new requirements to Senior Management and key business partners
Coordinate and maintain documentation for ongoing reference and to support implementation of new and changed processes
Coordinate and deliver training that improves Shareholder Reporting staff’s conceptual understanding of new and changing requirements
Demonstrate an initiative-taking approach to growing your knowledge and supporting Shareholder Reporting’s readiness for new and changing requirements impacting our business
Qualification
Required
Bachelor's Degree or equivalent experience
8+ years of experience preferred including financial services experience with an asset manager, audit firm or custodian bank, preferably in administration for investment funds
Familiarity with regulatory reports and filings for investment companies including their operational support processes
Investment product knowledge including investment structures and their regulatory and compliance frameworks
Research skills including the ability to capture information about a topic, review that information and analyze and interpret the details in a way to support a solution
Excellent organizational skills and attention to detail, with an ability to manage multiple, concurrent high priority assignments and deadlines
Strong written and verbal communications skills. You will be able to absorb complex information and present it in a clear, digestible way to multiple audiences
Proficiency in various PC software applications including Microsoft Excel, Word, and PowerPoint
Preferred
CPA preferred
Power BI preferred
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
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