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Managing Director Investment Jobs (NOW HIRING)

Director Investment COE

Westlake, TX · On-site

$95K - $186K/yr

Join our Investment Center of Excellence (COE) Accounting team as a Director and play a critical ... Experience managing vendor relationships and leading the implementation and ongoing optimization of ...

Join our Investment Center of Excellence (COE) Accounting team as a Director and play a critical ... Experience managing vendor relationships and leading the implementation and ongoing optimization of ...

Director Investment COE

Merrimack, NH · On-site

$95K - $186K/yr

Join our Investment Center of Excellence (COE) Accounting team as a Director and play a critical ... Experience managing vendor relationships and leading the implementation and ongoing optimization of ...

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Managing Director Investment information

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$33.5K

$117.5K

$195.5K

How much do managing director investment jobs pay per year?

As of Aug 10, 2026, the average yearly pay for managing director investment in the United States is $117,480.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,000.00 and $157,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a managing director investment?

To thrive as a Managing Director, Investment, you need deep expertise in finance, investment strategies, and portfolio management, often backed by an advanced degree (e.g., MBA) and substantial industry experience. Proficiency with financial modeling tools, investment management software, and certifications such as the CFA are typically required. Exceptional leadership, negotiation, and communication skills set standout candidates apart in this high-stakes role. These skills are crucial to drive firm profitability, build strong client relationships, and lead high-performing teams in a competitive investment environment.

What is the difference between Managing Director Investment vs Investment Analyst?

AspectManaging Director InvestmentInvestment Analyst
CredentialsTypically requires extensive experience, advanced degrees (MBA, CFA), and industry certificationsUsually holds a bachelor's degree; CFA or similar certifications are common but less mandatory
Work EnvironmentSenior leadership in investment firms, involved in strategic decision-makingResearch and analysis-focused role, supporting senior staff
Employer & Industry UsageUsed in private equity, hedge funds, investment banks, and asset management firmsCommon across similar financial institutions for entry- to mid-level roles

The Managing Director Investment is a senior leadership role focused on strategic investment decisions, while the Investment Analyst supports these decisions through research and analysis. The MD Investment has more experience, higher credentials, and a leadership position, whereas the Analyst is more involved in data gathering and reporting.

What are the main challenges a managing director investment faces when leading multi-disciplinary teams on large-scale deals?

A Managing Director Investment often leads teams composed of professionals from finance, legal, compliance, and operations, which requires exceptional coordination and communication skills. Balancing diverse perspectives and aligning everyone toward a common investment objective can be challenging, especially under tight deadlines and high-stakes scenarios. Navigating regulatory complexities and ensuring thorough due diligence while maintaining deal momentum is also a key challenge. Successful Managing Directors foster collaboration, delegate effectively, and provide clear strategic direction to ensure seamless execution of complex transactions.

What does a managing director investment do?

A Managing Director Investment is a senior executive responsible for overseeing investment strategies, managing client relationships, and leading investment teams within an organization such as an investment bank or private equity firm. They play a critical role in identifying investment opportunities, negotiating deals, and ensuring the success of portfolio investments. Additionally, they set strategic goals, manage risks, and often represent the firm in high-level meetings with clients and stakeholders. Their leadership ensures the firm's investment activities align with overall business objectives and deliver strong financial returns.
More about Managing Director Investment jobs
What cities are hiring for Managing Director Investment jobs? Cities with the most Managing Director Investment job openings:
What states have the most Managing Director Investment jobs? States with the most job openings for Managing Director Investment jobs include:
Infographic showing various Managing Director Investment job openings in the United States as of August 2026, with employment types broken down into 87% Full Time, 10% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $117,480 per year, or $56.5 per hour.

$95K - $186K/yr

Full-time

Medical, Retirement, PTO

Re-posted 15 days ago


Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services


Job description

Job Description:Note: Fidelity is not providing immigration sponsorship for this positionThe Role

Are you excited by shaping how complex investments are accounted for at scale? Join our Investment Center of Excellence (COE) Accounting team as a Director and play a critical role in strengthening the strategy, systems, and operating model that support investment accounting across the organization. In this role, you will be leading the development and execution of investment accounting frameworks, ensuring consistency, strong controls, and high-quality financial reporting across business units. You will partner closely with accounting, policy, and business teams to navigate complex investment structures, provide technical guidance, and translate detailed analysis into clear, actionable insights for leadership. This role also offers broad exposure across the organization, with opportunities to enhance processes and drive greater efficiency and scalability in how investment accounting is performed. As a leader, you will help foster a collaborative, high-performing environment-coaching talent, strengthening accountability, and contributing to a culture focused on continuous improvement and innovation in support of the firm's evolving investment landscape.

The Expertise and Skills You Bring
  • Bachelor's degree in Accounting required; CPA and/or master's degree in Accounting preferred.
  • 10+ years of relevant accounting, including public accounting and/or consolidated investment reporting experience.
  • Strong working knowledge of U.S. GAAP and experience preparing and reviewing financial statements.
  • Deep understanding of accounting principles, financial analysis, and internal control frameworks.
  • Demonstrated technical expertise in investment accounting for both investment and non-investment companies across a range of products (including alternative structures: CLOs, LPs, Private Credit, Private Equity), with the ability to apply accounting guidance to drive consistent, accurate financial reporting.
  • Experience managing vendor relationships and leading the implementation and ongoing optimization of new technology platforms, with an innovative and strategic mindset.
  • Collaborative leadership style with experience coaching and developing others while maintaining accountability for outcomes.
  • Ability to navigate and understand complex organizational and ownership structures.
  • Demonstrated judgment, initiative, and an inquisitive mindset with a focus on strengthening processes and controls.
  • Clear, confident communicator with the ability to translate detailed analysis into executivelevel insights and partner effectively across the organization
  • Strong organizational skills with the ability to manage multiple priorities in fastpaced environments.
  • Curiosity for technology and experience working with financial systems, reporting platforms, and analytical tools.
The Team

The Investment COE Accounting Team works across the company to provide expertise, consistency, and continuous improvement in investment accounting. We partner across the organization to support accurate reporting, strong controls, and successful close cycles. Our team is focused on modernizing systems and processes, reducing manual work, and building scalable solutions that support the company's evolving investment landscape. We value collaboration, learning, and thoughtful challenges and we take pride in delivering work that enables informed decisionmaking and longterm financial strength.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

The base salary range for this position is $95,000-186,000 USD per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

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.

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