Current jobs related to Director, Investment Oversight - Westlake - Fidelity TalentSource LLC

  • Director, Portfolio Oversight

    7 days ago

    Westlake, United States Fidelity TalentSource LLC Full time

    Job Description:Director, Portfolio Oversight The RoleFidelity Charitable is looking for a Director, Portfolio Oversight to join the Investment Operations team. You will be responsible for the accuracy, integrity, and compliance of investment records and transactions which involves overseeing reconciliation processes ensuring that all transactions, holdings,...

  • Director, Managing Director, Investment Manager

    2 weeks ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job SummaryWe are seeking a highly skilled and experienced Managing Director to join our team at Fidelity Investments. As a key member of our organization, you will be responsible for managing a book of business, developing strong relationships with clients and advisors, and driving business growth and profitability.Key ResponsibilitiesManage a portfolio of...

  • Director, Managing Director, Investment Manager

    1 week ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job Overview:Fidelity Investments is seeking a Managing Director to lead a book of business of the largest and most complex plans in the Advisor Market. The successful candidate will be responsible for client satisfaction, retention, and profitability. They will develop strong business relationships with Financial Advisors and C-suite level decision makers...

  • Data Architect Director

    2 days ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job Title: Director, Data ArchitectureAbout the Role:Fidelity Investments is seeking an experienced Director of Data Architecture to lead the development of our next-generation data platforms. As a key member of our technology team, you will be responsible for defining and governing data architecture standards, modeling practices, and related development...

  • Senior Accounting Director

    2 days ago

    Westlake, Ohio, United States Fidelity Investments Full time

    Job SummaryThe Senior Accounting Director will oversee all aspects of accounting operations across a wide range of product structures, including Limited Partnerships, REITs, BDCs, Interval Funds, and Crypto. This role requires expertise in daily deliverable oversight, pivotal initiatives, business performance evaluation, and executive relationship...

  • Director, Alternative Accounting

    4 weeks ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job Description:The Director, Alternative Accounting is a key member of the Fund Operations division within Fidelity's Fund and Investment Operations (FFIO) business unit. This role is responsible for overseeing all aspects of accounting operations across a wide range of product structures, including Limited Partnerships, REITs, BDCs, Interval Funds, and...

  • Director, Architecture

    3 weeks ago

    Westlake, United States Fidelity Investments Full time

    Job Description:The RoleFFIO (Fidelity Funds & Investment Operations) is actively seeking an expert data architect to help us deliver our next generation data platforms as the organization migrates its operational workloads to the public cloud. You will be responsible for developing data architecture, data blueprints, hands on data modeling, design, data...

  • Compensation Director

    4 weeks ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job Description:As a Director of Compensation at Fidelity, you will lead the development and implementation of compensation initiatives and programs, working closely with the HR team to design, deliver, and advise on solutions that meet the short and long-term needs of Fidelity's diverse business and support groups.The Director of Compensation is a subject...

  • Compensation Director

    4 weeks ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job Description:Fidelity is seeking a highly skilled Compensation Director to lead compensation initiatives and programs, working in partnership with the HR team to design, deliver, and advise on solutions that meet the short and long-term needs of Fidelity's diverse business and support groups.The Compensation Director will be a subject matter expert within...

  • Director, FFIO Global Product Solutions

    1 month ago

    Westlake, United States Fidelity TalentSource LLC Full time

    Job Description:The RoleThe Director, FFIO Global Product Solutions (GPS) is responsible for coordinating and leading cross business unit operational activities required for the implementation of new investment products or investment capabilities. Our team is responsible for maintaining and communicating a clear understanding of Fidelity product...

  • Cloud Security Director

    4 weeks ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job Title: Cloud Security DirectorWe are seeking a highly experienced Cloud Security Director to join our team at Fidelity Investments. As a key member of our Risk, Compliance, and Oversight team, you will be responsible for driving and optimizing our Cloud Governance, Compliance, and Audit capabilities.Key Responsibilities:Partner with CAPE Product Areas...

  • Data Architect Director

    2 weeks ago

    Westlake, Ohio, United States Fidelity Investments Full time

    Job Title: Director, Data ArchitectureAbout the Role:We are seeking an experienced Director of Data Architecture to join our team at Fidelity Investments. As a key member of our technology leadership team, you will be responsible for developing and implementing data architecture strategies that drive business growth and innovation.Key Responsibilities:•...

  • Compensation Director

    3 weeks ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job Description:Lead Compensation Initiatives:As a Director of Compensation at Fidelity, you will spearhead compensation initiatives and programs, collaborating closely with the HR team to design, deliver, and advise on solutions that meet the short and long-term needs of Fidelity's diverse business and support groups.You will serve as a subject matter...

  • Data Modeling Director

    4 weeks ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job Description:Director Data ModelerThe RoleAs the Director Data Modeler supporting Workplace Investments (WI), you will leverage your expertise in data modeling and data architecture to build scalable and flexible data models that drive business growth. You will collaborate with cross-functional teams to establish data standards and influence strategic...

  • Director of Architecture Governance

    1 week ago

    Westlake, Ohio, United States Fidelity Investments Full time

    Job Title: Director, Architecture About the Role: We are seeking a highly experienced Director of Architecture to lead our architecture governance initiatives. As a key member of our technology leadership team, you will be responsible for developing and implementing governance standards, best practices, and program management of governance...

  • Director, Architecture

    4 weeks ago

    Westlake, United States Fidelity TalentSource LLC Full time

    Job Description:The RoleFFIO (Fidelity Funds & Investment Operations) is actively seeking an expert data architect to help us deliver our next generation data platforms as the organization migrates its operational workloads to the public cloud. You will be responsible for developing data architecture, data blueprints, hands on data modeling, design, data...

  • Director, Alternative Accounting

    3 weeks ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job Title: Director, Alternative AccountingAbout the Role:The Director, Alternative Accounting will oversee all aspects of accounting operations for Fidelity's alternative products, including fund structures with varying complexities. This role requires expertise in partnership accounting, investor allocations, and complex management and incentive fee...

  • Director, Edge Security Ops

    4 weeks ago

    Westlake, United States Fidelity TalentSource LLC Full time

    Job Description:Title: Director, Edge Security Ops The Purpose of this RoleThe External Defense Perimeter is a dynamic team that ensures Fidelity external defenses are implemented to combat external attacks targeting Fidelity s applications stack.\u00A0 As the Perimeter Defense leader, you will oversight enterprise edge security mission, strategy, and...

  • Director, Edge Security Ops

    1 month ago

    Westlake, United States Fidelity TalentSource LLC Full time

    Job Description:Title: Director, Edge Security Ops The Purpose of this RoleThe External Defense Perimeter is a dynamic team that ensures Fidelity external defenses are implemented to combat external attacks targeting Fidelity s applications stack.\u00A0 As the Perimeter Defense leader, you will oversight enterprise edge security mission, strategy, and...

  • Data Modeling Director

    2 weeks ago

    Westlake, Ohio, United States Fidelity Investments Full time

    Job Title: Director, Data ModelingFidelity Investments is seeking a highly skilled Director, Data Modeling to join our Workplace Investments team. As a key member of our data modeling team, you will be responsible for designing and implementing data models that meet the business needs of our organization.About the RoleThis is a leadership role that requires...

Director, Investment Oversight

2 months ago

Westlake, United States Fidelity TalentSource LLC Full time



Job Description:

Director, Investment Oversight

The Role

In this role you will lead the\u00A0Investment 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.\u00A0This 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.\u00A0Empower 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.\u00A0Mentor and develop team members to their full potential.\u00A0Adhere 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.\u00A0Understanding 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 \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. Fidelitys 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 .