Director, Alternative Investments

5 days ago

Westlake, Ohio, United States Fidelity TalentSource LLC Full time
About the Role

The Director of Alternative Investments is a key member of our investment oversight team, responsible for working with external investment advisors to assess proposed investments in private equity, real estate, private credit, hedge funds, and other alternative and non-traditional investments.

Key Responsibilities
  • 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 through consultative and solution-oriented discussions with advisors, donors, and with internal stakeholders.
  • 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.
  • Provide in-depth analysis of portfolio and fund performance, risk, cash flows, and underlying fund and company investments.
  • Work 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.
Requirements
  • 10+ years of 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.
About Fidelity TalentSource LLC

Fidelity TalentSource LLC is a leading provider of investment management and advisory services. We are committed to delivering exceptional results and building long-term relationships with our clients.

  • Director, Investment Oversight Leader

    2 weeks ago

    Westlake, Ohio, United States Fidelity Investments Inc. Full time

    Job Summary:Director, Investment OversightThe RoleIn 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...

  • **Director, Architecture

    1 day ago

    Westlake, Ohio, United States Fidelity Investments Full time

    About the RoleWe are seeking a highly skilled and experienced Director, Architecture - Workflow Orchestration to join our team at Fidelity Investments. As a key member of our Technology Architecture team, you will play a critical role in shaping the strategic direction of our business and driving digital transformation.Key ResponsibilitiesCollaborate with...

  • Investment Operations Supervisor

    1 week ago

    Westlake, Ohio, United States Equity Trust Full time

    About Equity Trust Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold. With an Equity Trust account, clients have the opportunity to invest in...

  • Director, IT Product Management

    2 weeks ago

    Westlake, Ohio, United States Fidelity Investments Inc. Full time

    Job Overview:We are seeking a seasoned IT Product Management Leader to lead our Cyber Data Analytics team. As a key member of our organization, you will be responsible for driving the development and implementation of data-driven solutions that support our business objectives.Key Responsibilities:Lead the Cyber Data Analytics team to deliver high-quality...

  • Head of Architectural Solutions

    2 weeks ago

    Westlake, Ohio, United States Fidelity Investments Full time

    Job Title: Director, Solution ArchitectJob Overview:Fidelity Investments is in search of a seasoned Solutions Architect specializing in User Experience to spearhead comprehensive architectural strategies within the Brokerage sector. This pivotal role involves collaborating closely with product teams across various domains, including retail investing...

  • Senior Manager, Reliability Engineering

    2 weeks ago

    Westlake, Ohio, United States Fidelity Investments Full time

    Job Overview:The Fidelity Enterprise Infrastructure (EI) Production Support team is in search of a director to enhance our expanding public cloud capabilities. The Site Reliability Engineers at Fidelity collaborate with our cloud platform teams to ensure dependable runtimes for critical business operations. This team specializes in comprehensive cloud...

  • Lead Architect for Wealth Management

    2 weeks ago

    Westlake, Ohio, United States Fidelity Investments Full time

    Job Overview:Position SummaryThe Director of Architecture will take a pivotal role in steering the comprehensive technical framework and will be accountable for the holistic solution architecture within Fidelity Institutional Technology, specifically focusing on the Wealth Management Services sector. This role involves collaboration with Business/Product...

  • Head of Site Reliability Engineering

    2 weeks ago

    Westlake, Ohio, United States Fidelity Investments Full time

    Job Overview:The Fidelity Enterprise Infrastructure (EI) Production Support team is in search of a leader to enhance our expanding public cloud initiatives. Fidelity's Site Reliability Engineers collaborate with our cloud platform teams to ensure dependable operations for Fidelity's mission-critical workloads. This team specializes in comprehensive cloud...

  • Software Engineering Chapter Leader

    1 week ago

    Westlake, Ohio, United States Fidelity Investments Full time

    Job Overview:Director of Software Engineering - Workforce ConnectWe are seeking a dynamic leader to join our expanding team responsible for overseeing software engineers dedicated to developing and maintaining various internal applications. Our primary clients are our associates, and we handle sensitive information with the utmost care, prioritizing security...

  • Head of Software Engineering

    2 weeks ago

    Westlake, Ohio, United States Fidelity Investments Full time

    Job Overview:Director, Full Stack Software Engineering - Enterprise TechnologyWe are seeking a dynamic leader to join our expanding management team overseeing software engineers responsible for developing and maintaining various internal applications. Our primary customers are our associates, and we handle sensitive information with the utmost security and...

  • Senior Engineering Manager

    2 weeks ago

    Westlake, Ohio, United States Fidelity Investments Full time

    Job Overview:Director, Full Stack Software Engineering - Enterprise TechnologyWe are seeking a dynamic leader to join our expanding management team responsible for overseeing software engineers dedicated to the development and maintenance of various internal applications. Our primary clients are our fellow associates, and we handle sensitive information with...

  • Software Engineering Executive

    2 weeks ago

    Westlake, Ohio, United States Fidelity Investments Full time

    Job Overview:Director of Software Engineering - Enterprise SolutionsWe are seeking a dynamic leader to join our expanding management team responsible for overseeing software engineers who design and maintain various internal applications. Our primary users are our associates, and we handle sensitive information with the utmost security. We support a...

  • Lead Performance Testing Specialist

    2 weeks ago

    Westlake, Ohio, United States Fidelity Investments Full time

    Job Overview:Position Summary:The Lead Performance Testing Specialist is responsible for evaluating and designing performance testing scenarios that reflect real-world load patterns on applications and systems. This role involves creating tools to monitor and collect performance data for both Linux and Windows environments. The specialist will collaborate on...

  • Alternative Asset Processing Professional

    7 days ago

    Westlake, Ohio, United States Equity Trust Full time

    Job SummaryThe Investment Operations Specialist plays a critical role in ensuring the smooth processing of non-traditional investment requests. This position is responsible for reviewing submissions to verify that all necessary documentation is included and that ownership is properly established through the client's self-directed IRA.Key...

  • Data Engineering Director

    7 days ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    About the RoleWe are seeking a highly skilled and experienced Director of Data Engineering to lead our team of data engineers in developing and maintaining our data platform. As a technical leader, you will be responsible for driving process controls, standards, and automation to improve quality, efficiency, and consistency.Key ResponsibilitiesLead a team of...

  • Director, Data Engineering Lead

    7 days ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    About the RoleWe are seeking a highly skilled and experienced Director of Data Engineering to lead our team of data engineers in developing and maintaining our data platform. As a technical leader, you will be responsible for driving process controls, standards, and automation to improve quality, efficiency, and consistency.Key ResponsibilitiesLead a team of...

  • Director, Software Engineering/Migration

    4 days ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job Description:Director, Software Engineering/MigrationRoleAs a H&W migration Director, you will blend strong software engineering knowledge with a passion for coaching, mentoring, and developing associates. You will be committed to improving the value delivered to our customers by collaborating with other leaders to establish standards for your chapter,...

  • Director, Business Architecture

    5 days ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    About the RoleWe are seeking a highly skilled and experienced Director of Business Architecture to join our team at Fidelity TalentSource LLC. As a key member of our organization, you will play a critical role in defining and supporting Fidelity's future operating model.Key ResponsibilitiesIdentify, validate, and shepherd development of opportunities to...

  • Bill Pay and Asset Delivery Specialist

    1 week ago

    Westlake, Ohio, United States Equity Trust Full time

    About Equity Trust Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold. With an Equity Trust account, clients have the opportunity to invest in...

  • Data Processing Specialist

    2 weeks ago

    Westlake, Ohio, United States Equity Trust Full time

    About Equity Trust Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in...