Operational Portfolio Manager

7 days ago


Westlake, Ohio, United States Fidelity TalentSource LLC Full time

Fidelity Charitable seeks a Director, Portfolio Oversight to join the Investment Operations team. This role requires a blend of financial expertise, attention to detail, and leadership skills to manage multiple teams and implement processes that optimize operational efficiency.

The ideal candidate will oversee reconciliation processes ensuring accuracy, integrity, and compliance of investment records and transactions. They will also lead portfolio accounting, alternative operations, and pooled income fund teams, and partner with operational efficiency teams to drive automation efforts.

  • Develop and maintain business metrics and scorecard to inform periodic business review, reporting, and forecasting.
  • Identify, prioritize, and drive key advances in process improvements and system enhancements that increase efficiency and/or mitigate risk to the organization.
  • Proactively seek and devise plans to automate reconciliation tasks working with technical teams to enhance existing capabilities.
  • Actively monitor routine activities to proactively identify risk areas and partner with legal, risk, and compliance to address.
  • Serve as escalation point for complex and high-risk reconciliation matters and work cross teams to remediate.
  • Provide regular updates on reconciliation status, outstanding issues, and risk exposures to executive leadership.
  • Support the execution of functional and Service Delivery & Operations strategic initiatives which improve operational efficiency, team productivity, and quality.

We offer a salary range of $120,000 - $180,000 per year, depending on experience. Fidelity Investments is an equal opportunity employer and we believe in building an enduring culture of inclusion and belonging.



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