Top 1009 Fidelity investments Jobs

Director, Alternative Investments
Fidelity Investments —Westlake, TX
- Full-time
- Data analysis skills
- Office
- Finance
Senior Representative, Alternative Investments
Fidelity Investments —Westlake, TX
- Full-time
- Research
- Mid-level
- Office
Manager, Alternative Investments Shareholder Reporting
Fidelity Investments —Merrimack, NH
- Full-time
- 5 years
- Office
- Bachelor's degree
14d
Customer Relationship Advocate Career Development Experience- Covington, KY
Fidelity Investments —Covington, KY
- Full-time
- Analysis skills
- Entry level
Senior Representative, Alternative Investments
Fidelity Investments —Westlake, TX
- Full-time
- Writing skills
- Mid-level
- Office
Financial Services Representative - Hilton Head, SC
Fidelity Investments —Hilton Head Island, SC
- Full-time
- Office
- In-person
- Entry level
- Paid training
- Wellness program
Financial Representative - Greenville, SC
Fidelity Investments —Greenville, SC
- Full-time
- Office
- Organizational skills
- Entry level
- Tuition reimbursement
Financial Services Representative - Albuquerque, NM
Fidelity Investments —Albuquerque, NM
- Full-time
- Office
- In-person
- Entry level
- Paid training
- Wellness program
Principal HashiCorp Vault Expert
Fidelity Investments —Covington, KY
- Full-time
- Computer science
- Azure
- Computer Science
Principal HashiCorp Vault Expert
Fidelity Investments —Durham, NC
- Full-time
- Computer science
- Azure
- Computer Science
Senior Manager, Alternative Investments Shareholder Reporting
Fidelity Investments —Westlake, TX
- Full-time
- Microsoft Excel
- CPA
- 5 years
14d
Senior Manager, Alternative Investments Shareholder Reporting
Fidelity Investments —Merrimack, NH
- Full-time
- Microsoft Excel
- CPA
- 5 years
14d
Sr. Manager, Alternative Investments Limited Partnership Shareholder Reporting
Fidelity Investments —Merrimack, NH
- Full-time
- Microsoft Excel
- CPA
- 5 years
14d
Principal Engineer - Python API Development
Fidelity Investments —Jersey City, NJ
- $107,000 - $216,000 a year
- Full-time
- Azure
- Computer Science
- System design
- Loan repayment program
- Tuition reimbursement
Principal Engineer - Python API Development
Fidelity Investments —Westlake, TX
- $107,000 - $216,000 a year
- Full-time
- Azure
- Computer Science
- System design
- Loan repayment program
- Tuition reimbursement
Director, Digital Assets Operations
Fidelity Investments —Boston, MA
- $103,000 - $211,000 a year
- Full-time
- Analysis skills
- Bachelor's degree
- Experience equivalent to degree accepted
- Loan repayment program
- Tuition reimbursement
Senior Manager, Asset Management – Financial Reporting, Accounting & Regulatory Policy
Fidelity Investments —Boston, MA
- $89,000 - $180,000 a year
- Full-time
- Management
- CPA
- 5 years
- Loan repayment program
- Tuition reimbursement
Director, Digital Assets Operations
Fidelity Investments —Merrimack, NH
- $103,000 - $211,000 a year
- Full-time
- Analysis skills
- Bachelor's degree
- Experience equivalent to degree accepted
- Loan repayment program
- Tuition reimbursement
Senior Manager, Asset Management Compliance - Alternatives Manager Oversight
Fidelity Investments —Smithfield, RI
- $85,000 - $171,000 a year
- Full-time
- 5 years
- Office
- Analysis skills
- Loan repayment program
- Tuition reimbursement
Vice President, Digital Assets Accounting & Shareholder Reporting
Fidelity Investments —Merrimack, NH
- $130,000 - $264,000 a year
- Full-time
- CPA
- Data analysis skills
- 11+ years
- Loan repayment program
- Tuition reimbursement

I want to receive the latest job alert for fidelity investments

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

fidelity investments jobs near

Principal Software Engineer jobs in Jersey City, NJ

Vice President Of Accounting jobs in Merrimack, NH

Director Of Operations jobs in Boston, MA

Financial Representative jobs in Greenville, SC

Financial Representative jobs in Albuquerque, NM

Customer Advocate jobs in Covington, KY

Principal Software Engineer jobs in Chandler, AZ

Assistant Principal jobs in Little Rock, AR

Software Aviation jobs in Remote

Principal Software Engineer jobs in Indiana

Principal Software Engineer jobs in Evanston, IL

Principal Software Engineer jobs in Huntsville, AL

Network Engineer jobs in Raleigh, NC

Financial Representative jobs in New York, NY

Financial Representative jobs in Connecticut

Financial Representative jobs in Allen Park, MI

Financial Representative jobs in Salt Lake City, UT

Financial Analyst jobs in Richmond, VA

Customer Service Representative Remote jobs in Nebraska

Investment Manager jobs in Raleigh, NC

Director, Alternative Investments

Fidelity Investments -
Westlake, TX

Apply Now

Job Details

Full-time

Qualifications

Data quality checks
Internal controls
Alternative investment

Full Job Description

Job Description:

Director, Alternative Investments

Note: Fidelity is not providing immigration sponsorship for this position

The Role

The Director of Alternative Investments is a member of an investment oversight team working on behalf of the charity and will manage a team of deal support professionals who are responsible for the timely and accurate intake and execution of private equity, real estate, private credit, hedge funds, and other alternative and non-traditional investments. This individual will be responsible for furthering the scale, efficiency, and risk management controls of this function. This individual will also be expected to be a subject matter expert in alternative investments and represent the Charity in working directly with external advisors and donors. This individual will be expected to work closely with internal partners, external fund managers, general partners, and custodial staff to support the timely review and execution of alternative investment transactions. This position requires strong expertise in alternative investments and their role in a diversified portfolio. This role also requires strong communication skills, attention to detail, positive professional attitude, and ability to work in a dynamic team environment.

Manage a team of deal support professionals who are responsible for the timely and accurate intake and execution of alternative investments.
Embrace technology and risk management to further the scale, efficiency, and control environment of the deal support function, as well as hand offs across the team.
Works with management to identify and implement strategic initiatives to mitigate risk, improve service quality and operating efficiency, and optimize costs.
Support new and existing advisor and donor relationships though consultative and solution-oriented discussions with advisors, donors, and with internal stakeholders (relationship managers and fundraisers)
Review proposed new alternative investments by applying a compliance-based lens against a set of established investment policies and guidelines.
Provide transaction support and oversight through analyzing, onboarding, and maintaining complex, non-traditional investments that involve non-standard contracts, investment execution, wire instructions, valuation support, investment and operational due diligence reports, and documentation. Collaborate with internal legal and tax teams as needed to support a transaction.
Serve as operational support for organizational strategic and departmental initiatives and projects.
Work collaboratively with internal auditors and other operation heads in developing and maintaining a strong control environment.
Provide in-depth analysis of portfolio and fund performance, risk, cash flows, and underlying fund and company investments.

The Expertise and Skills You Bring

10+ years’ experience in alternative investments or private markets front or middle office, or in an investments role with demonstrated ability to gain client trust
Demonstrated ability to lead a team; direct experience in people management strongly preferred
MBA or graduate degree in finance, economics, or related field
CFA and/or CAIA, or progress towards these certifications is preferred
Strong understanding of alternative investments, including private equity, real estate, private credit, hedge funds, and other non-traditional investments
Deep understanding of investment offering materials, including limited partnership agreements and subscription documents
Experience with investment and operational due diligence.
Strong analytical skills; excellent verbal and written communication skills
Experience identifying and maintaining sound internal controls and data quality environment.
Superb work ethic, attention to detail, team orientation, and commitment to excellence
Strong interpersonal skills, and ability to form and maintain strong business relationships.
Experience with Advent, Bloomberg, and alternative investment third party services is a plus.

The Team

Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.

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.

Certifications:

Category:

Investment Operations

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.

Apply Now

Refine Your Search

fidelity investments jobs

Director, Alternative Investments

Senior Representative, Alternative Investments

Manager, Alternative Investments Shareholder Reporting

Customer Relationship Advocate Career Development Experience- Covington, KY

Senior Representative, Alternative Investments

Financial Services Representative - Hilton Head, SC

Financial Representative - Greenville, SC

Financial Services Representative - Albuquerque, NM

Principal HashiCorp Vault Expert

Principal HashiCorp Vault Expert

Senior Manager, Alternative Investments Shareholder Reporting

Senior Manager, Alternative Investments Shareholder Reporting

Sr. Manager, Alternative Investments Limited Partnership Shareholder Reporting

Principal Engineer - Python API Development

Principal Engineer - Python API Development

Director, Digital Assets Operations

Senior Manager, Asset Management – Financial Reporting, Accounting & Regulatory Policy

Director, Digital Assets Operations

Senior Manager, Asset Management Compliance - Alternatives Manager Oversight

Vice President, Digital Assets Accounting & Shareholder Reporting

I want to receive the latest job alert for fidelity investments

Related Searches

Explore jobs in more locations

Job Description:

Certifications:

Category:

Job Seeker Tools

Employer Tools

Browse

Stay Connected