Portfolio Oversight Director

3 weeks ago


Roanoke, Texas, United States Fidelity TalentSource LLC Full time

Fidelity Charitable seeks a Director, Portfolio Oversight to lead 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.

Key responsibilities include:

  • Partnering with operational efficiency teams to drive automation efforts
  • Leading portfolio accounting, alternative operations, and pooled income fund teams
  • Identifying, prioritizing, and driving key advances in process improvements and system enhancements
  • Proactively seeking and devising plans to automate reconciliation tasks
  • Actively monitoring routine activities to proactively identify risk areas

The successful candidate will have a Bachelor's Degree in Business Administration or Finance, with at least 10 years of experience in investment operations.

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.

We offer a hybrid working model, flexible benefits, and a culture of inclusion and belonging.

Applicants with disabilities will be reasonably accommodated during the application and interview process.



  • Roanoke, Texas, United States Fidelity Investments Full time

    Job Title: Director, Alternative AccountingThe 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,...


  • Roanoke, Texas, United States Fidelity Investments Full time

    Job Description:The RoleThe Senior Accounting Director is a key member of the Alternative Accounting Team and is responsible for overseeing 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 related to daily deliverable...


  • Roanoke, Texas, United States GKN Aerospace Full time

    Job SummaryThe Director of Global Technology Centre will be responsible for the complete management of the GTC facilities and associated resources/teams in the relevant country/location.This role will provide operational leadership and governance for Engineering and Technology activities in the US and specifically demand and resourcing support to US E&T...


  • Roanoke, Texas, United States Fidelity Investments Full time

    Job Description:The RoleFidelity Investments is seeking a highly skilled data architect to lead the development of its next-generation data platforms. As the organization migrates its operational workloads to the public cloud, this expert will be responsible for designing and implementing data architecture, data blueprints, and data modeling to ensure...


  • Roanoke, Virginia, United States City of Roanoke Full time

    Job SummaryWe are seeking a highly skilled and experienced Deputy Director of Finance to join our team at the City of Roanoke. As a key member of our finance department, you will be responsible for assisting the Assistant City Manager/Chief Financial Officer in the administration of all financial activities of the City.Key ResponsibilitiesAssist the...


  • Roanoke, Virginia, United States Virginia Jobs Full time

    Job SummaryThe Assistant Director of Finance will provide managerial oversight and responsibility for day-to-day financial operations. This role will report to the Director of Finance and contribute to producing high-quality and accurate monthly financial reporting for dissemination to all areas of the organization. The successful candidate will serve as a...


  • Roanoke, United States InsideHigherEd Full time

    (posted 8/26/24)Hollins University in Roanoke, Virginia is seeking qualified candidates for the position of Director of Digital and Web Strategies.About the RoleThe Director of Digital and Web Strategies manages the ongoing maintenance and functionality of Hollins’ presence across the digital landscape in support of the university’s overarching mission,...


  • Roanoke, United States Commonwealth of Virginia Full time

    Job Description The Assistant Director of Finance will assist with managerial oversight and responsibility for day-to-day aspects of financial operations. The ADF role will report to the Director of Finance and in that capacity will be a key contributor in producing high-quality and high-accuracy monthly financial reporting for dissemination to all...


  • Roanoke, United States Virginia Polytechnic Institute and State University Full time

    Assistant Director of Finance Job no: 527864 Work type: Administrative & Professional Senior management: Vice President for Research Department: Fralin Biomedical Res. Institute Location: Roanoke, Virginia Categories: Business / Accounting / Finance Job Description The Assistant Director of Finance will assist with managerial oversight and responsibility for...


  • Roanoke, Virginia, United States Commonwealth of Virginia Full time

    Job SummaryThe Assistant Director of Finance will play a key role in supporting the Director of Finance in overseeing the day-to-day financial operations of the organization. This position will be responsible for providing high-quality financial reporting, managing research participant payments, and contributing to the organizational procurement...


  • Roanoke, United States InsideHigherEd Full time

    (posted 8/29/24)Hollins University in Roanoke, Virginia is seeking qualified candidates for the position of Director of Scholarships and Financial Aid.About the RoleThe Director of Scholarships and Financial Aid oversees all financial aid-related responsibilities and functions for the university. This individual is tasked with maintaining full compliance...

  • Director of Rehab SLP

    4 weeks ago


    Roanoke, United States Powerback Rehabilitation Full time

    POSITION SUMMARY: The Director of Rehab SLP is responsible for the efficient management of rehabilitation services in their assigned account(s). This position also assists in integration of rehabilitation services in all settings. The Director of Rehab SLP ensures that the highest standard of rehabilitation services is delivered and maintained.   Powerback...

  • Director of Rehab SLP

    4 weeks ago


    Roanoke, United States Powerback Rehabilitation Full time

    POSITION SUMMARY: The Director of Rehab SLP is responsible for the efficient management of rehabilitation services in their assigned account(s). This position also assists in integration of rehabilitation services in all settings. The Director of Rehab SLP ensures that the highest standard of rehabilitation services is delivered and maintained.   Powerback...

  • Director of Rehab SLP

    2 months ago


    Roanoke, United States Powerback Rehabilitation Full time

    POSITION SUMMARY: The Director of Rehab SLP is responsible for the efficient management of rehabilitation services in their assigned account(s). This position also assists in integration of rehabilitation services in all settings. The Director of Rehab SLP ensures that the highest standard of rehabilitation services is delivered and maintained.   Powerback...


  • Roanoke, Alabama, United States The May Institute Inc Full time

    Director of Clinical Services and TrainingMay Institute invites applications for the position of Director of Clinical Services and Training for our Educational Services Division.As a key member of our team, you will work with national experts in the fields of ASD, other developmental disabilities, and behavioral health.Provide supervision for practicum...


  • Roanoke, United States Virginia Tech Full time

    The Executive Director of Development will lead a comprehensive, integrated advancement program by elevating Virginia Tech’s presidential university initiative of Health Sciences and Technology where world-class biomedical researchers address health challenges that affect millions. This leadership position is key to the ambitious plans Virginia Tech is...


  • Roanoke, Virginia, United States ECPI University Full time

    Job SummaryThe Medical Assistant Program Director is responsible for the administration of the Medical Assistant program at ECPI University. This is a full-time position that requires leadership and administrative skills.Key ResponsibilitiesCoordinate the development, implementation, evaluation, and revision of the Medical Assistant program curriculum and...


  • Roanoke, United States ECPI University Full time

    The Medical Assistant Program Director is responsible for the administration of the Medical Assistant program. The Program Director is responsible for program effectiveness, including outcomes, organization, administration, continuous review, planning and development. The position is a full-time position.· Coordinate the development, implementation,...


  • Roanoke, United States ECPI University Full time

    The Medical Assistant Program Director is responsible for the administration of the Medical Assistant program. The Program Director is responsible for program effectiveness, including outcomes, organization, administration, continuous review, planning and development. The position is a full-time position.· Coordinate the development, implementation,...


  • Roanoke, United States Virginia Transformer Corp Full time

    Position: Director of Operations Manufacturing Location: Roanoke, VA Travel: 40-50% travel required to other U.S. locations Relocation: Full relocation package and competitive salary offered Summary The Operations Director will provide strategic and operational leadership across three U.S. manufacturing plants, focusing on the efficient management of all...


  • Roanoke, United States Virginia Transformer Corp Full time

    Position: Director of Operations Manufacturing Location: Roanoke, VA Travel: 40-50% travel required to other U.S. locations Relocation: Full relocation package and competitive salary offered Summary The Operations Director will provide strategic and operational leadership across three U.S. manufacturing plants, focusing on the efficient management of all...


  • Roanoke, United States Virginia Transformer Corp Full time

    Position: Director of Operations Manufacturing Location: Roanoke, VATravel: 40-50% travel required to other U.S. locationsRelocation: Full relocation package and competitive salary offeredSummaryThe Operations Director will provide strategic and operational leadership across three U.S. manufacturing plants, focusing on the efficient management of all plant...


  • Roanoke, Virginia, United States Fidelity Investments Full time

    About the Role:The 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...


  • Roanoke, Virginia, United States Carilion Clinic Full time

    Lead a Multidisciplinary Team in Addiction PsychiatryCarilion Clinic in Southern Virginia is seeking a Director of Addiction Psychiatry to lead a team of physicians, advanced care providers, therapists, and behavioral specialists in addressing chemical dependency issues. The ideal candidate will have 5 years of leadership experience and be trained in...