Director, Investment Oversight Leader

1 week ago

Westlake, Ohio, United States Fidelity Investments Inc. Full time
Job Summary:

Director, Investment Oversight

The Role

In this leadership position, you will oversee the Investment Oversight Team, ensuring that the assets of Fidelity Charitable are invested prudently and in line with investment policies and guidelines. This involves detailed measurement, analysis, and reporting on a large institutional multi-asset class portfolio. The team 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 members 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 its inception, 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.

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