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Director, Alternative Investments

2 months ago

Westlake, United States Fidelity TalentSource LLC Full time



Job Description:

Director, Alternative Investments

The Role

The Director of Alternative Investments is a member of an investment oversight team working on behalf of the charity and is responsible for working with external investment advisors to assess proposed investments in private equity, real estate, private credit, hedge fund, and other alternative and non-traditional investments. This individual will also work closely with external fund managers, general partners, and custodial staff to support the timely execution of alternative investment transactions. This position requires strong expertise in alternative investments and their role in a diversified portfolio.\u00A0This role also requires strong communication skills, attention to detail, positive professional attitude, and ability to work in a dynamic team environment.

  • Conduct due diligence reviews on proposed new alternative investments by applying a compliance-based lens against a set of established investment policies and guidelines.

  • 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).

  • 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.

  • Provide in-depth analysis of portfolio and fund performance, risk, cash flows, and underlying fund and company investments.

  • Works with management to identify and implement opportunities to improve service quality and operating efficiency, optimize costs, and mitigate operational risk.

  • 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.

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.

  • 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 \u2014 and increased charitable impact \u2014 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\u2014we 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 .