Senior Director of Portfolio Strategy and Enterprise Planning

  • Competitive
  • Boston, MA, USA
  • Permanent, Full time
  • Fidelity Investments
  • 15 Dec 17 2017-12-15

Senior Director of Portfolio Strategy and Enterprise Planning

The Expertise We're Looking For

• 10 Years' experience in Real Estate Analysis, Financial Modeling, consulting and Portfolio Strategy

• MBA or other equivalent advanced degree preferred

• Leading real estate strategic portfolio initiatives and decisions

• Leasing and Acquisitions experience

• Strong analytical skills and a demonstrated track record of managing projects that achieve tangible business results.

• Experience working closely with senior management and other critical decision makers

The Purpose of Your Role

The Senior Director of Portfolio Strategy and Enterprise Planning is accountable and responsible for driving a proactive strategic planning process at an enterprise and regional level to improve the performance of the global portfolio and make optimization recommendations to include:

• Enterprise and Business Unit and Regional plans through 2020

• Flexibility needed at an enterprise and regional level based on the alignment of supply and demand (duration matching)

• Financial implications of long term strategies into the overall plan

• Lead the lease decision process and assure all critical dates and approvals are met

• A framework for ongoing quarterly portfolio reviews and assessments to show current state, changes, risks and opportunities to the plan.

We also expect this individual to bring in "best in class" practices that can be incorporated into the Fidelity Portfolio Planning process

The Skills You Bring

  • You will bring an exceptional ability to juggle multiple tasks, competing priorities and tight time frames
  • You will have proven leadership, and research skills
  • You will demonstrate proficiency in critical thinking, problem solving, and working within ambiguity
  • You will have strong relationship management and business partnership skills particularly with executive leadership
  • You will have confidence and the ability to influence senior management

• You will have the ability to translate complex information into a simple story and use graphics and visual displays for support
  • You will possess a strong strategic orientation and analytical ability
  • You will be proficient in building detailed well integrated business cases to support business decisions
  • You will be a creative problem solver and curious to look at multiple outcomes to arrive at the best recommendation
  • You will be proficient in using advanced technology tools and data visualization

The Value You Deliver

You will have the opportunity to support the Fidelity Real Estate vision of providing places and creating spaces that encourage associates, business and customers to thrive

• You will build and make recommendations for the Global Fidelity Real Estate Portfolio to drive scale, efficiency and flexibility into the portfolio

• You will help support our Workplace Solutions team to translate business goals and objectives into real estate action plans

• You will influence the long term location strategies of the firm by building a pipeline of new locations, and identifying risks and opportunities in our existing markets.

• You will assure all lease decisions are made on time and with thoughtful integration of our business partners

• You will assess and measure the health of the portfolio by tracking key metrics

• You will bring in the best thinking about strategic portfolio planning and practices from outside the firm to improve our portfolio planning processes and data visualization tools

How Your Work Impacts the Organization

Fidelity Real Estate Company (FREC) is the corporate real estate division of Fidelity Investments, providing a full range of services to Fidelity business units nationally and internationally. FREC manages more than 11 million square feet of space in the United States and overseas, including 13 North American and six international locations, four mission-critical data centers and more than 190 retail investor centers.

Our philosophy at FREC is customer-centric-everything we do focuses on delivering solutions that meet the needs of our customers at all levels.

In addition to office space for Fidelity's nearly 42,000 associates, FREC develops and manages a range of specialized spaces including data centers, disaster recovery spaces, trading rooms, large-scale printing and mail processing facilities, and telephone contact centers. We also provide services to non-core Fidelity clients, such as many of the companies which comprise Devonshire Investors, FIL, the Fidelity Foundation, and Pembroke Real Estate.Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.