Grants Analyst TX
2 weeks ago
Fidelity Charitable is looking for top notch professionals to work on the Core Grants team in Westlake, Texas, or Salt Lake City, Utah.
Are you the right applicant for this opportunity Find out by reading through the role overview below.
The Expertise we’re Looking For:
- Bachelor’s degree or equivalent experience
- 0-2 years Financial Sales or Service, Major or Principal Gifts, or UHNW background required.
- Strong and effective verbal and written communication skills
- Demonstrated attention to detail, with good follow-through
- Strong organizational, planning, multi-tasking, time management skills
- Demonstrated problem solving skills
- Ability to work under pressure and within tight deadlines
- Demonstrated ability to identify and mitigate potential areas of risk
- Working knowledge of Fidelity systems (XTRAC, RepApp), a plus
- Knowledge 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 escalate
- Your strong and effective verbal and written communication skills
- Your very best problem-solving skills with excellent follow-through
- Your strong organizational skills, planning, and time management
- You are a team player with the ability to influence without authority
- You 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 resolution
- Delivering a great customer experience with each interaction to help strengthen donor relationships
- Clearly understanding and articulating the full suite of Fidelity Charitable products and services to include Direct International Granting
- Process high value transactions
- Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items
- Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization
- Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Legal, Risk, and Compliance
- Maintain 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
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.
-
Grants Operations Specialist
6 days ago
Roanoke, Virginia, United States Fidelity TalentSource LLC Full timeAbout the RoleWe are seeking a highly skilled Grants Analyst to join our team at Fidelity TalentSource LLC. As a Grants Analyst, you will play a critical role in ensuring the timely and accurate processing of grant recommendations to charitable organizations.Key ResponsibilitiesProcess high-value transactions with precision and accuracyCollaborate with...
-
Fraud Surveillance Analyst TX
2 weeks ago
Roanoke, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Fraud Surveillance Analyst to work Hybrid at our Westlake, TX; Merrimack, NH; or Covington, KY facility.Please make an application promptly if you are a good match for this role due to high levels of interest.As a...
-
Cybersecurity Analyst TX
2 weeks ago
Roanoke, United States Fidelity TalentSource LLC Full timeCYBERSECURITY ANALYSTNot sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements.Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments.! We are currently sourcing for a Cybersecurity Fraud Analyst to work in Westlake,...
-
Analyst, Financial Crimes Surveillance TX
2 weeks ago
Roanoke, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Analyst, Financial Crimes Surveillance to work Hybrid at our Westlake, TX facility.Any additional information you require for this job can be found in the below text Make sure to read thoroughly, then apply.The...
-
Associate Compliance Analyst TX
2 weeks ago
Roanoke, United States Fidelity TalentSource LLC Full timeInterested in learning more about this job Scroll down and find out what skills, experience and educational qualifications are needed.Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Associate Compliance Analyst to work in Boston, MA or Westlake, TX!This is an...
-
Systems Analyst
3 weeks ago
Roanoke, United States Yoh, A Day & Zimmermann Company Full timeJob DescriptionJob DescriptionPlease reach out to Kajal Daftary at kajal.daftary@yoh.com to discuss this further. Systems Analyst (JIRA) Hybrid TX W2 Only Hybrid Dallas TX area W2 Only • Experience with JIRA, Confluence, and SharePoint • Experience working in an agile environment • A demonstrable understanding of the Agile software development...
-
Information Security Analyst 4
3 days ago
Roanoke, United States Innova Full timeInnova Solutions has a client that is immediately hiring a Information Security Analyst. Position type: Full Time (Contract) Duration: 13 months Location: Westlake, Tx As a Information Security Analyst, you will:
-
Systems Analyst TX
2 weeks ago
Roanoke, United States Fidelity TalentSource LLC Full timeRead the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.Job Description:The RoleA successful systems analyst will be a key member of an agile delivery squad but is also involved in solutioning with our Squad Leads / Product Owners to gather & document business...
-
Systems Analyst TX
2 weeks ago
Roanoke, United States Fidelity TalentSource LLC Full timeRead the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.Job Description:The RoleA successful systems analyst will be a key member of an agile delivery squad but is also involved in solutioning with our Squad Leads / Product Owners to gather & document business...
-
Information Security Analyst
5 days ago
Roanoke, United States Innova Full timeInnova Solutions has a client that is immediately hiring for an Information Security Analyst. Position Type: Full-time (Contract)Duration: 12+ MonthsLocation: Westlake, TX 76262 (Hybrid)
-
Business Systems Analyst
2 weeks ago
Roanoke, United States Fidelity TalentSource LLC Full timeIf your skills, experience, and qualifications match those in this job overview, do not delay your application.Business Systems Analyst (Salesforce)Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Business Systems Analyst (Salesforce) to work in Westlake, TX!The...
-
Business Systems Analyst
2 weeks ago
Roanoke, United States Fidelity TalentSource LLC Full timeIf your skills, experience, and qualifications match those in this job overview, do not delay your application.Business Systems Analyst (Salesforce)Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Business Systems Analyst (Salesforce) to work in Westlake, TX!The...
-
data analyst
1 week ago
Roanoke, United States Randstad Full timedata analyst. roanoke , texas posted october 31, 2024 job details summary $62 - $63 per hour contract bachelor degree category computer and mathematical occupations reference1070778 job details job summary: Location: Westlake TX Required Skills:- Experience in crafting and developing dashboards & reports using Tableau - SQL - Experience working...
-
Business Analyst TX
2 weeks ago
Roanoke, United States Fidelity TalentSource LLC Full timeThe RoleConsidering making an application for this job Check all the details in this job description, and then click on Apply.The Analyst role is a crucial part of the Carrier Management Team as we look to help millions of Americans make Medicare decisions. You will support our team as we look to expand our business nationwide. Key attributes that make up a...
-
Due Diligence Analyst TX
2 weeks ago
Roanoke, United States Fidelity TalentSource LLC Full timeEnsure you read the information regarding this opportunity thoroughly before making an application.Due Diligence Analyst, Legal, Risk & ComplianceFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Due Diligence Analyst to work at our Westlake, Texas office!This position...
-
Senior Research Financial Analyst
6 months ago
Roanoke, United States Commonwealth of Virginia Full timeJob Description Under the direction of the Director of Sponsored Research,Senior Research Financial Analyst will be responsible for implementation and execution of various post-award and financial monitoring activities in support of FBRI’s sponsored program operations. assist in award setup, compliance monitoring, reporting and closeout of sponsored...
-
Roanoke, United States Fidelity TalentSource LLC Full timeHave you got the right qualifications and skills for this job Find out below, and hit apply to be considered. Due Diligence Analyst, Legal, Risk & Compliance Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Due Diligence Analyst to work at our Westlake, Texas...
-
Security Analyst and IAM TX
2 weeks ago
Roanoke, United States Fidelity TalentSource LLC Full timeThe RoleAll the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description.This is an opportunity for a highly motivated Senior Security Analyst to deliver the next generation of customer authorization solutions supporting Fidelity business applications.The ideal candidate brings expertise...
-
Lead Regional Support Analyst TX
2 weeks ago
Roanoke, United States Fidelity TalentSource LLC Full timeApply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV.Job Description:As a Lead Regional Support Analyst, you will be responsible for project management in the Investor Center/Remote Office space, including technology rollouts, new site openings, remodeling, or relocation of Investor Centers, etc....
-
Lead Regional Support Analyst TX
2 weeks ago
Roanoke, United States Fidelity TalentSource LLC Full timeApply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV.Job Description:As a Lead Regional Support Analyst, you will be responsible for project management in the Investor Center/Remote Office space, including technology rollouts, new site openings, remodeling, or relocation of Investor Centers, etc....