Director, Investment Analysis - Alternatives

Responsibilities Partner with sales professionals, investment strategists, and relationship managers to help grow Fidelity’s Alternatives market share Leverage deep subject matter expertise in conducting product, market, and competitive analysis for Alternatives investments across multiple structures and assets Coordinate execution across marketing, sales, asset management, analytics, and market readiness to deliver relevant insights to clients Support all channels including broker‑dealer, RIA, banking, and insurance Requirements Bachelor's degree required CFA preferred 10 years of investment product, sales, or equivalent experience Series 7 and 63 licenses required Technical expertise in investment analytics, performance analysis, reporting, market data charting and provisioning, and communications Experience in creating compelling and action‑inducing stories using data and analytics. This includes investment insights, thought‑leadership and marketing materials. Can work across a complex, matrixed organization to meet business partners’ needs and collaborate to advance business strategic priorities Ability to build internal partnerships and relationships in a team environment Maintains excellent communication, presentation, and interpersonal skills Excellent project management, time management, and organizational skills Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to JobTailor job listings. Hard Skills investment analytics performance analysis reporting market data charting data provisioning data analysis competitive analysis product analysis investment insights marketing materials Soft Skills communication skills presentation skills interpersonal skills project management time management organizational skills collaboration relationship building storytelling strategic prioritization Certifications & Qualifications Bachelor's degree CFA Series 7 license Series 63 license #J-18808-Ljbffr Jobtailor