Manager, Investment Operations (Raleigh, NC)

| Raleigh-Durham, NC
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Job Description:

The Manager of Investment Operations is a key member of the investment oversight team for the Fidelity Investments Charitable Gift Fund ("Fidelity Charitable") supporting investment oversight and reporting for our advisor managed and donor recommend investment programs.

The Expertise and Skills You Bring

  • Bachelor's degree in Finance, Investments, Accounting, or a related field
  • At least 5 years' experience in the investments industry
  • Experience conducting portfolio asset allocation, performance, and attribution analysis on large data sets
  • In-depth understanding of public equity investments, specifically options
  • Experience with proxy voting is a plus
  • Superior decision-making skills and the ability to operate with a high level of autonomy across multiple teams
  • Experience documenting and enhancing processes and procedures preferred
  • Strong collaboration, organizational, planning and time management skills
  • Exposure to and/or prior use of reporting and analytics techniques, methods, and data visualization tools (e.g., Tableau, Alteryx, Salesforce, etc), in addition to use of investment performance reporting tools such as Advent Portfolio Exchange.
  • Strong experience using Excel, and working with data

The Team

Fidelity Charitable 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 - and increased charitable impact - of using a donor-advised fund to meet their philanthropic goals. 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.

The broader Investment Oversight and Operations Team is responsible for oversight and risk management for all assets in the Fidelity Charitable portfolio. The Manager of Investment Operations will work with internal Fidelity Charitable business units and third-party advisors to ensure assets are invested and perform in accordance with program policies and guidelines. Primarily focusing on daily, monthly, and quarterly oversight in addition to performance analysis and tri-annual reporting to the Board of Trustees, you will be integral to reducing risk in our portfolios.

The Value You Deliver

  • Analyze detailed account and composite data to ensure accounts meet program and investment guidelines
  • Partner with service teams to identify and review remediation strategies to bring accounts back into alignment with guidelines
  • Support the analysis and production of quarterly investment presentations to the investment committee, including detailed analysis of account level performance, attribution and security selection
  • Daily oversight of options strategies and related collateral requirements
  • Identify, analyze, coordinate, and participate in the research of investment related issues across accounts
  • Gather, consolidate, and analyze data for proxy votes
  • Responsible for recognizing potential areas of risk and communicating solutions to appropriate team members
  • Ensures the timely and accurate processing of monthly investment oversight processes
  • Focuses on operational processes and regularly recommends changes to improve process
  • Documents and updates policy and procedure documents, as required

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 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.

Many of our associates are continuing to work remotely temporarily due to COVID-19. 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. "

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 3.
More Information on Fidelity Investments
Fidelity Investments operates in the Fintech industry. The company is located in Boston, MA and Covington, KY. Fidelity Investments was founded in 1946. It has 58848 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 325 open jobs at Fidelity Investments, click here.
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