Grants Analyst

4 weeks ago


Westlake, United States Fidelity TalentSource Full time

Fidelity Charitable is looking for top notch professionals to work on the Core Grants team in Westlake, Texas, or Salt Lake City, Utah.
The Expertise we’re Looking For: Bachelor’s degree or equivalent experience0-2 years Financial Sales or Service, Major or Principal Gifts, or UHNW background required.Strong and effective verbal and written communication skillsDemonstrated attention to detail, with good follow-throughStrong organizational, planning, multi-tasking, time management skillsDemonstrated problem solving skillsAbility to work under pressure and within tight deadlinesDemonstrated ability to identify and mitigate potential areas of riskWorking knowledge of Fidelity systems (XTRAC, RepApp), a plusKnowledge of 501(c)(3) non-profit organizations, a plus

The Purpose of Your Role
The Grant Analyst is a member of the Grant team and is responsible for the timely and accurately processing and qualification of grant recommendations to charitable organizations. This role will perform required due diligence on grant recommendations to determine if the grant meets Fidelity Charitable®. and IRS guidelines. As a member of Fidelity Charitable’s® inclusive Service Delivery team, this role will be part of our highly motivated, fast paced team, will possess a solid understanding of service operations, and be able to manage priorities well.

You will engage with non-profits using conversational techniques to understand the scope of their request, capture relevant information, conduct necessary due-diligence and identify a solution (if necessary). It is more than just taking a call and processing a transaction – our donors are generously giving to non-profit organizations in an effort to meet their philanthropic goals. You get to be a part of that
The Skills You Bring

You have a high sense of urgency and understand when to escalateYour strong and effective verbal and written communication skillsYour very best problem-solving skills with excellent follow-throughYour strong organizational skills, planning, and time managementYou are a team player with the ability to influence without authorityYou are flexible with overtime as requested (especially December – Giving Season)

The Value You Deliver

Collaborating with internal Charitable business partners to fulfill special handling Employing good sound judgment in decision making or problem resolutionDelivering a great customer experience with each interaction to help strengthen donor relationshipsClearly understanding and articulating the full suite of Fidelity Charitable products and services to include Direct International GrantingProcess high value transactionsEnsure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging itemsSuggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organizationMaintain effective business relationships with Fidelity business partners with whom the position interfaces, including Legal, Risk, and ComplianceMaintain up-to-date procedures for those functions for which responsible

How Your Work Impacts the Organization
The Fidelity Charitable Gift Fund (“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 of the charitable organization’s employees and supports all of its functions:  Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising

Dynamic Working – Post Pandemic
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. 
 Company Overview

Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at FTSJobs.com.

We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at HR@ ftsjobs.com.Information about Fidelity investments

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity TalentSource’s working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.


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