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Director, AM Treasurer's Office-Valuation Oversight at Fidelity - ApplyBlast

Director, AM Treasurer's Office-Valuation Oversight

Fidelity

12 days ago

4.4 on Glassdoor

Boston, Massachusetts, United States

Onsite

Full Time

Director

0 applicants

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About this role

The Director of Valuation Oversight in Asset Management’s Treasurer’s Office oversees the valuation and pricing operations for Fidelity retail and institutional funds, focusing on privately-held and complex securities. The role involves managing valuation processes, maintaining policies, and coordinating with third-party providers and auditors. This position also supports valuation committees and mentors junior associates while collaborating across various Fidelity business units.

Responsibilities

Oversee valuation and pricing operations for Fidelity retail and institutional funds
Manage valuation processes for privately-held and complex securities across Fidelity funds
Maintain valuation policies and procedures while recommending necessary updates

Skills

Qualifications

Chartered Financial Analyst (CFA)Certified Public Accountant (CPA)

About Fidelity

fidelity.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1946

View Profile

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.