Job Description:

Senior Manager, Alternative Investment Operations

Company Overview

The mission of Fidelity Charitable is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective. 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.  This role is on the Fidelity Charitable Investment Team. For more information about Fidelity Charitable, visit https://www.fidelitycharitable.org(opens in a new tab).

The Team

Senior Manager, Alternative Investment Operations is a member of a broader investment oversight and operations team and will be responsible for supporting the execution of private equity, real estate, venture capital, hedge fund, and other alternative and non-traditional investment transactions.  This individual will work closely with internal stakeholders, including alternative investment due diligence and oversight, compliance, legal, and others, external portfolio management, general partners, and investment custodian staff to support the timely execution and accurate recording of alternative investments and other transactions.  This position requires strong communications skills, attention to detail, positive and professional attitude, as well as the ability to work in a dynamic team environment.

The Expertise You Have

Degree in Finance, Accounting or a related field is required

7+ years’ experience in financial services, asset management, wealth management or middle office operations is preferred

Working knowledge of transaction processing related to investment products, including managed accounts, is preferred

Experience with private markets and non-traditional assets is preferred

MBA, CFP, or CFA or progress toward helpful but not required

The Skills You Bring

Strong analytical and detail-oriented aptitude

Ability to manage time effectively, set priorities and manage/meet deadlines

Excellent communication and organizational skills

A well-developed understanding of financial markets

A friendly, professional demeanor and ability to excel in a team-oriented environment

Embracing of change and continuous improvement

Experience creating or enhancing written policies and procedures

Strong proficiency with Microsoft Office suite

Ability to maintain successful working relationships across a multitude of business partner teams

Thinks critically to solve complex business problems

A high degree of attention to detail is required

The Value You Deliver

Provide transaction support through analyzing, onboarding, and maintaining non-traditional investments that involve non-standard contracts, investment execution, wire instructions, valuation, investment and operational due diligence reports, and documentation

Monitor and improve transaction processes

Assimilate information from multiple sources

Assess and mitigate risk in real-time

Support new business by working closely with internal stakeholders, including legal, tax, and compliance

Review and evaluate data against key performance indicators

Identify workflow and system improvements and coordinate with management and business partners to influence process enhancements

Ability to quickly acquire and assimilate information from multiple sources

Strong individual contributor who works effectively as a member of a highly functioning team

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(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).”

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 Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.