Grant Analyst

4 weeks ago

Salt Lake City, United States Fidelity TalentSource LLC Full time



Job Description:

The Expertise we re Looking For:

  • Bachelor s degree or equivalent experience

  • 0-2 years Financial Sales or Service, Major or Principal Gifts, or UHNW background required.

  • Strong and effective verbal and written communication skills

  • Demonstrated attention to detail, with good follow-through

  • Strong organizational, planning, multi-tasking, time management skills

  • Demonstrated problem solving skills

  • Ability to work under pressure and within tight deadlines

  • Demonstrated ability to identify and mitigate potential areas of risk

  • Working knowledge of Fidelity systems (XTRAC, RepApp), a plus

  • Knowledge of 501(c)(3) non-profit organizations, a plus

The Purpose of Your Role

The Grant Analyst is a member of the Grant team and is responsible for the timely and accurately processing and qualification of grant recommendations to charitable organizations. This role will perform required due diligence on grant recommendations to determine if the grant meets Fidelity Charitable\u00AE. and IRS guidelines. As a member of Fidelity Charitable s\u00AE inclusive Service Delivery team, this role will be part of our highly motivated, fast paced team, will possess a solid understanding of service operations, and be able to manage priorities well.

You will engage with non-profits using conversational techniques to understand the scope of their request, capture relevant information, conduct necessary due-diligence and identify a solution (if necessary). It is more than just taking a call and processing a transaction - our donors are generously giving to non-profit organizations in an effort to meet their philanthropic goals. You get to be a part of that The Skills You Bring

  • You have a high sense of urgency and understand when to escalate

  • Your strong and effective verbal and written communication skills

  • Your very best problem-solving skills with excellent follow-through

  • Your strong organizational skills, planning, and time management

  • You are a team player with the ability to influence without authority

  • You are flexible with overtime as requested (especially December Giving Season)

The Value You Deliver

  • Collaborating with internal Charitable business partners to fulfill special handling\u00A0

  • Employing good sound judgment in decision making or problem resolution

  • Delivering a great customer experience with each interaction to help strengthen donor relationships

  • Clearly understanding and articulating the full suite of Fidelity Charitable products and services to include Direct International Granting

  • Process high value transactions

  • Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items

  • Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization

  • Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Legal, Risk, and Compliance

  • Maintain up-to-date procedures for those functions for which responsible

How Your Work Impacts the Organization

The Fidelity Charitable Gift Fund (\u201CFidelity Charitable\u201D) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits \u2014 and increased charitable impact \u2014 of using a donor-advised fund to meet their philanthropic goals.\u00A0Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity.\u00A0 Fidelity Investments provides all of the charitable organization s employees and supports all of its functions:\u00A0 Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising





Certifications:

Company Overview

Fidelity Investments 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. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.

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