Private Equity Investment Director

6 days ago


San Francisco, California, United States Fidelity TalentSource LLC Full time

About the Role

We are seeking a highly skilled Private Equity Investment Director to join our team at Fidelity TalentSource LLC. As a Private Equity Investment Director, you will play a critical role in recommending and implementing mid-to-late-stage Venture Capital investments on behalf of Fidelity funds and the Fidelity Venture Capital Fund I.

Key Responsibilities

  • Investment Recommendations: Collaborate closely with the Global Head of Private Equity Investments, Fidelity's Portfolio Managers, and Research Analysts to source investment ideas and lead the diligence and investment recommendations for private companies.
  • Relationship Building: Build relationships with Entrepreneurs, Founders, CEOs, other Venture Capital investors, and Wall Street counterparts to ensure a continued pipeline of opportunities for the Fidelity Funds and Fidelity Venture Capital Fund I.
  • Due Diligence: Perform deep due diligence and recommendations of investment opportunities, including financial modeling and valuation analysis.
  • Partnerships: Develop deep partnerships with Fidelity's investment teams, including building trust with Fidelity Portfolio Managers who invest in private companies and collaboration with public side Research Analysts in evaluating private investment ideas.
  • Portfolio Management: Maintain positive relationships with our portfolio companies and serve as a trusted partner.
  • Investment Documentation: Review of terms of each venture capital investment you are leading, collaborating closely with legal on documentation, and ongoing maintenance and information flow for Fair Value purposes.

About You

We are looking for someone with experience investing in or analyzing private or public equity securities, preferably with a background in growth equity or venture capital. You should have strong analytical and communication skills, coupled with the highest level of personal and professional integrity. You should also demonstrate the confidence and maturity to engage with internal and external partners such as Company Founders, Venture Capital investors, and Investment Banks.

About Fidelity TalentSource LLC

Fidelity TalentSource LLC 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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

What We Offer

We offer a competitive compensation package, including a base salary range of $120,000 - $200,000 per year, and a range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.



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