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Merrimack, NH:

Westlake, TXtime type:

Full timeposted on:

Posted Yesterdaytime left to apply:

End Date: March 30, 2026 (9 days left to apply)job requisition id:

2117778## ## Job Description:**The Role**We are seeking a **Director of Alternative Investments, Regulatory Reporting & Product Strategy**, who will be responsible for assessing how new investments and changing requirements affect the regulatory reports and filings produced by the Shareholder Reporting Team. Primary areas for evaluation will include complex instruments (e.g., derivatives, short securities, alternative and digital assets), emerging regulatory changes (e.g., new SEC rules, US GAAP accounting and reporting updates) and complex and innovative products. You will assemble critical information and coordinate comprehensive end to end analyses for production team leads to interpret impacts.* 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.**The Expertise and Skills You Bring*** 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.* CPA preferred* 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. Power BI preferred.**Note:** Fidelity is not providing immigration sponsorship for this position.**The Team**In Shareholder Reporting, we are on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team, Requirements & Standards (R&S), is part of the Fidelity Fund and Investment Operations (FFIO) organization and supports Shareholder Reporting as a central service team passionate about intaking new work to help expand Shareholder Reporting’s capabilities and to accelerate operational readiness for new products and requirements. The team interacts with many groups within the Fidelity organization and effectively represents the business to customers and business partners.#FFIOALTS#FidelityaltsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manger to understand the potential impact to your registrations before a final hiring decision is made.## ## Certifications:## ## Category:## Investment OperationsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.\n#J-18808-Ljbffr\n","Dir, Alternative Investments, Regulatory Reporting & Product Strategy page is loaded## Dir, Alternative Investments, Regulatory Reporting & Product...","Dir, Alternative Investments, Regulatory Reporting & Product Strategy",[552],{"_458":459,"_454":553,"_452":554,"_456":555,"_485":556},"Merrimack","Merrimack, NH, United States, 03054","NH","03054",["B","2973366182"],"Work at Soteria Reinsurance Ltd.","/jobs/2973366182-dir-alternative-investments-regulatory-reporting-product-strategy","Dir, Alternative Investments, Regulatory Reporting & Product Stra...","Merrimack, NH, United States","/jobs?keyword=Soteria+Reinsurance+Ltd.","/jobs?location=Merrimack%2C+NH%2C+United+States","/jobs?keyword=Dir%2C+Alternative+Investments%2C+Regulatory+Reporting+%26+Product+Stra...",{"_435":434,"_439":566,"_468":469,"_460":567,"_248":568,"_446":569,"_433":434,"_113":570,"_437":199,"_438":199,"_470":469,"_448":571,"_431":572,"_471":573,"_436":199,"_486":574,"_476":575,"_488":576,"_489":571,"_491":577,"_493":578,"_495":579},["D",1737072000000],"Office of the Comptroller of the Currency","SummaryAs a Director for Enterprise Workforce Planning, you will serve as a key advisor to the Deputy Comptroller for Human Capital on the formulation, development, and Implementation of complex and agency wide workforce planning program activities and initiatives.This position is located in Office of Human Capital, Enterprise Workforce Planning (EWP) group, headquartered in Washington, DC Learn more about this agency Help This job is open toInternal to an agencyCurrent federal employees of this agency.Career transition (CTAP, ICTAP, RPL)Federal employees who meet the definition of a \"surplus\" or \"displaced\" employee. Clarification from the agency All candidates who are: 1. Current OCC employees who are qualifying as Status Candidates or who are currently serving on a Veterans Recruitment Appointment (VRA); 2. Former OTS employees currently serving under permanent Schedule A 213.3105(d)(1) appointments with the OCC; or 3. CTAP Eligibles. Help Duties As the Director for Enterprise Workforce Planning, you will:Direct the development and administration of the OCC's Workforce Planning programs, policies, and activities.Direct the establishment of Workforce Planning goals and objectives in support of the OCC's strategic plan.Direct the establishment of systematic processes for identifying and addressing gaps between current workforce structures.Direct the development of functional competencies for professional, administrative, and technical occupations and integrates them into broad workforce planning requirements. Lead the identification of competency or training gaps, as well as suitable training to close the gap.Serve as policy advisor to the Deputy Comptroller for Human Capital on all issues involving Workforce Planning program policies and requirements, proposed organizational structure, funding needs for training and development, career program structure, and overall professional development to meet all OCC future organizational requirements.Direct the assimilation and analyses of workforce trend data from Federal government sources and databases to project future workforce trends, conducts maturation studies and identifies resource requirements.Supervise and direct staff in administrative and program matters. Make personnel decisions and provides training and developmental opportunities. Help Requirements Conditions of Employment This position requires that the successful candidate undergo personnel vetting, which includes a background investigation and enrollment upon onboarding into \"Continuous Vetting.\" Enrollment in Continuous Vetting will result in automated record checks being conducted throughout one's employment with Treasury. The successful candidate will also be enrolled into FBI's Rap Back service, which will allow Treasury to receive notification from the FBI of criminal matters (e.g., arrests, charges, convictions) involving enrolled individuals in near real-time.There are three key documents that contain important information about your rights and obligations. Please read and retain these documents:Noncriminal Justice Applicant's Privacy Rights, for those who undergo an FBI fingerprint-based criminal history record check for personnel vetting, which includes Rap Back,FD-258 Privacy Act Statement - FBI (this is the same statement used when your fingerprints are submitted as part of your background investigation), andSEAD-3-Reporting-U.pdf (dni.gov), (applicable to those who hold a sensitive position or have eligibility for access to classified information).Complete a one-year probationary period (unless already completed).Complete a one-year supervisory or managerial probationary period (unless already completed).Complete a background investigation (unless already completed).Complete a Declaration for Federal Employment to determine your suitability for Federal employment.Have your salary sent to a financial institution of your choice by Direct Deposit/Electronic Funds Transfer.Go through a Personal Identity Verification (PIV) process that requires two forms of identification from the Form I-9. Federal law requires verification of the identity and employment eligibility of all new hires in the U.S.Travel occasionally to attend conferences and/or training.Obtain and use a Government-issued charge card for business-related travel.File an OCC Financial Disclosure Form.Complete a financial disclosure review and resolve any ethics issues.Click here for important information about OCC ethics standards, such as the requirement that new hires divest their bank securities. QualificationsYou must meet the following requirements within 30 calendar days after the closing date of this announcement:To qualify for the NB-VII level, you must have specialized experience equivalent to the next lower level, NB-VI or GS-14 in the federal service.Examples of specialized experience for this position includes:Leading workforce planning program activities and initiatives (Examples may include developing gap reduction strategies, analyzing the current workforce, identifying future workforce needs and succession planning).The experience may have been gained in the public sector, private sector, or through volunteer service. One year of experience refers to full-time work; part-time work is considered on a prorated basis.To receive any credit for your work experience, please indicate dates of employment by month/year, and indicate the number of hours worked per week, on your resume.Education Education cannot be used to qualify for this position. Additional informationThis position is excluded from the bargaining unit.Salary range includes 25.72%geographical pay.Total pay cannot exceed applicable pay cap, which is $308,300 for 2025.If you are a current OCC employee who previously received a waiver determination permitting you to retain bank securities due to extenuating circumstances, please note that this determination may be rescinded if the nature of your duties changes. We strongly suggest that you discuss the potential implications of any change in duties on a prior securities determination with your ethics official.We may select from this announcement or any other source to fill one or more positions.The candidate selected for this position may be credited with directly-related non-Federal experience for annual leave purposes if eligible and considered appropriate.Click all links in this vacancy announcement to view additional information and instructions.Must be a U.S. citizen or U.S. National - Please refer to \"Conditions of Employment.\"Click \"Print\" to review the entire announcement before applying.The Fair Chance to Compete for Jobs Act prohibits the Department of Treasury and its bureaus from requesting an applicant's criminal history record before that individual receives a conditional offer of employment. In accordance with 5 U.S. Code § 9202(c) and 5 C.F.R § 920.201 certain positions are exempt from the provisions of the Fair Chance to Compete Act. Applicants who believe they have been subjected to a violation of the Fair Chance to Compete for Jobs Act, may submit a written complaint to the Department of Treasury by email at, FairChanceActtreasury.gov. To learn more, please visit our page at: Treasury.gov/fairchanceact.This is a temporary promotion or detail not-to-exceed one year. If selected, you will return to your current position and pay when the temporary assignment ends. Position may become permanent without further competition.Selectee will need to sign a statement acknowledging temporary assignment. Help A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits. Review our benefitsEligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.How You Will Be EvaluatedYou will be evaluated for this job based on how well you meet the qualifications above. Your application package includes your resume, responses to the online questions, and required supporting documents. Please be sure that your resume includes detailed information to support your qualifications for this position; failure to provide sufficient evidence in your resume may result in a \"not qualified\" determination.Rating: Your application package will be evaluated in the following areas:Human Resources ManagementPartneringStrategic ThinkingWorkplace PlanningYour application package will be rated and ranked among others, based on your responses to the online questions regarding your experience, education, training, performance appraisals and awards relevant to the duties of this position. Your rating may be lowered if your responses to the online questions are not supported by the education and/or experience described in your application.Current OCC employees must have a performance rating of at least Fully Successful (i.e., Level 3) to be eligible for promotion.Referral: If you are among the top qualified candidates, your application may be referred to a selecting official for consideration. You may be required to participate in a selection interview.If you are a displaced or surplus federal employee eligible for the Career Transition Assistance Plan (CTAP), you must be rated as well-qualified to receive special selection priority. \"Well-qualified\" means that in addition to meeting the minimum qualification requirements and selective placement factor(s), if applicable, you must receive a score of 85 or higher. Help Required DocumentsA complete application package includes: 1) A resume, 2) vacancy question responses, and 3) submission of any required documents. Please note that if you do not provide all required information, as specified in this announcement, you may not be considered for this position (or may not receive the special consideration for which you may be eligible). Note: Please ensure that all bank, financial, and other confidential or sensitive information is removed/redacted from each document.RESUME: All applicants are required to submit a resume by either creating one in USAJOBS or uploading one of their own choosing. (Cover letters are optional.)To receive any credit for relevant experience, please list the month/year and number of hours worked for experience listed on your resume. We suggest you preview the online questions, as you may need to customize your resume to ensure that it supports your responses to these questions. Please review Resume Tips.CAREER TRANSITION ASSISTANCE PLAN (CTAP) DOCUMENTATION: If you are a displaced or surplus Federal employee, click CTAP for eligibility and a detailed list of required documents.VETERANS' PREFERENCE DOCUMENTATION: If you are a former OTS employee serving under a permanent Schedule A 213.3105(d)(1) appointment at the OCC and you are a veteran, you must submit a copy of your DD-214 showing type of separation and character of service (e.g. DD-214 Member 4 Copy) and if applicable, VA letter. Ten-point preference eligibles must also submit an Application for 10-point Veteran Preference, SF-15, along with required documentation listed on the back of the SF-15 form. You can find additional information about Veterans' Preference at http://www.fedshirevets.gov/.OPTIONAL DOCUMENTS: In addition, you may submit the following:- Cover letter- Recent performance evaluation (be sure to redact/remove all sensitive information prior to submitting). If you are relying on your education to meet qualification requirements: Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education. Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating. Help How to ApplyThe following instructions outline our application process. You must complete the online application process and submit any required documents by 11:59 p.m. Eastern Standard Time (EST) on the closing date of this announcement. We are available to assist you during business hours (8:00 a.m. - 4:00 p.m. Eastern Standard Time, Monday - Friday). If applying online poses a hardship, you must contact us by noon Eastern Standard Time on the announcement's closing date. If you are unable to apply online, you must request an alternative application which is available from the Human Capital Office. Please contact Jolena Crawford at Jolena.Crawfordocc.treas.gov or 202-603-2754 to obtain an alternative application.If you require a reasonable accommodation for disability during any part of the application and hiring process, please contact Kelly Battista by phone at 202-704-9488 or by email at Kelly.Battistaocc.treas.gov. Treasury provides reasonable accommodation to applicants with disabilities on a case-by-case basis. You must contact us by 5:00 p.m. Eastern Time on the announcement's closing date to request accommodation. If you are deaf, hard of hearing, or have a speech disability, please dial 7-1-1 to access telecommunications relay services. Ms. Battista is not the point of contact for questions about the vacancy announcement.To preview the Application Questionnaire, please click here:https://apply.usastaffing.gov/ViewQuestionnaire/12667417.A complete application package must be submitted by 11:59 PM (EST) on the closing date of the Announcement to receive consideration.To begin, click Apply to access the online application. You will need to be logged into your USAJOBS account to apply. If you do not have a USAJOBS account, you will need to create one before beginning the application.Follow the prompts to select your resume and/or other supporting documents to be included with your application package. You will have the opportunity to upload additional documents to include in your application before it is submitted. Your uploaded documents may take several hours to clear the virus scan process.After acknowledging you have reviewed your application package, complete the Include Personal Information section as you deem appropriate and click to continue with the application process.You will be taken to the online application which you must complete in order to apply for the position. Complete the online application, verify the required documentation is included with your application package, and submit the application.Once your online application is submitted you will receive a confirmation notification by email. Your application will be evaluated by the Human Capital Office to determine your eligibility for the position. After the evaluation is complete, you will receive another notification regarding the status of your application.Agency contact information Jolena CrawfordPhone202-603-2754EmailJolena.Crawfordocc.treas.govAddress CMO-HC/Planning, Policy, and Organizational Development and Engagement/Enterprise Workforce Planning 400 7th Street SW Washington, DC 20219 US Learn more about this agencyNext steps To verify the status of your application, log into your USAJOBS account (https://my.usajobs.gov/Account/Login), all of your applications will appear on the Welcome screen. The Application Status will appear along with the date your application was last updated.For information on what each Application Status means, visit: https://www.usajobs.gov/Help/how-to/application/status/.Please notify us if your contact information changes after the closing date of the announcement. Also, note that if you provide an email address that is inaccurate or if your mailbox is full or blocked (e.g., spam-blocker), you may not receive important communication that could affect your consideration for this position. Fair & Transparent The Federal hiring process is set up to be fair and transparent. Please read the following guidance. Criminal history inquiries Equal Employment Opportunity (EEO) Policy Financial suitability New employee probationary period Privacy Act Reasonable accommodation policy Selective Service Signature and false statements Social security number request Salary: $100,000. Date posted: 01/17/2025","SummaryAs a Director for Enterprise Workforce Planning, you will serve as a key advisor to the Deputy Comptroller for Human Capital on the formulat...","Director Enterprise Workforce Planning, NB-0301-VII (Temp Promotion NTE 1-Year)","Washington, District of Columbia - District of Columbia",["B","683933246"],"Work at Office of the Comptroller of the Currency","1 years ago","/jobs/683933246-director-enterprise-workforce-planning-nb-0301-vii-temp-promotion-nte-1-year","Director Enterprise Workforce Planning, NB-0301-VII (Temp Promoti...","/jobs?keyword=Office+of+the+Comptroller+of+the+Currency","/jobs?location=Washington%2C+District+of+Columbia+-+District+of+Columbia","/jobs?keyword=Director+Enterprise+Workforce+Planning%2C+NB-0301-VII+%28Temp+Promoti...","actionData","errors"]