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Director, Investment Oversight
2 months ago
Director, Investment Oversight
The Role
In this role you will lead the Investment 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.
- 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:
Category:
Investment Operations
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).
