Director, Investment Oversight

2 weeks ago

Westlake, United States Fidelity Investments Full time

Job Description: Director, Investment Oversight The Role In this role you will lead theInvestment Oversight Team, which helps ensure that the assets of Fidelity Charitable are invested in a prudent manner and in line with investment policies and guidelines.This is accomplished through detailed measurement, analysis and reporting on a large institutional multi-asset class portfolio. This team also serves as subject matter experts and primary point of contact for internal cross-functional business partners, as well as external advisors and donors on topics related to investment program capabilities, guidelines, and policies. Lead, develop and guide a team of associates to deliver value to internal and external stakeholders.Empower team to implement according to plans. Define strategy and roadmaps for delivery of all team project work. Build and strengthen relationships with internal and external stakeholders. Cultivate a sense of partnership and collaboration. Support an inclusive and respectful work environment.Mentor and develop team members to their full potential.Adhere to Fidelity’s leadership principles. The Expertise and Skills You Bring Degree in Finance, Investments, Accounting, or a related field. Advanced degree and/or certification is preferred. CFA, CAIA or progress towards is preferred. Experience in an investment oversight or compliance role. Experience conducting analysis of portfolio asset allocation, performance, and attribution, in context of investment policy statements and guidelines. In-depth understanding of public equities, fixed income, international, and derivatives markets.Understanding of alternative investments and their role in a well-diversified portfolio. Experience with the creation of investment reporting to senior leadership and/or boards. Experience with proxy voting and class actions. Experience leading a team of successful associates, including mentoring and career development. Outstanding decision-making and problem resolution skills, including account remediation plans, and the ability to operate and collaborate with a high level of autonomy. Demonstrated relationship building and influence capabilities. Excellent written and oral communication skills. Strong project-management skills; can think end-to-end about processes and workflows. Experience documenting and improving processes and procedures. Experience with Advent APX and Morningstar Direct 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. Certifications: Company Overview Fidelity Investments is a privately held company with a mission 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. Join Us At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined. Fidelity'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). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com . Fidelity Investments is an equal opportunity employer. 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 will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com . #J-18808-Ljbffr

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