• B

    Mixer Driver  

    - Justin
    When you're a growing construction materials business with a legacy fo... Read More

    When you're a growing construction materials business with a legacy for superb service and performance like BURNCO Rock Products, you're always looking to hire more great talent to the team. With Ready-Mix and Aggregate Plants around the Dallas-Fort Worth Metroplex, BURNCO has plenty of locations and variety for you to build an amazing CDL Driver career. As a member of our professional driving team, you can build an enviable lifestyle and career with excellent wages, bonuses, top-notch benefits, and plenty of interesting work. And you will be home enjoying all this with your family every night!

    Have Your Class A or B CDL And A Few Years of Driving Experience? APPLY TODAY!

    What's In It for You

    Here are just some of the Benefits of starting a BURNCO Texas Mixer Driver career today:

    Competitive wages - With Increases 401k Matching Program - With 4% Company Match Load Bonuses up to $8 per Load (Tenure Based) Quarterly Safety Bonuses for Zero Accidents Comprehensive Benefits Package (including Medical, Dental, Vision, Employee Assistance Programs, & more) Inclement Weather Pay - The Weather May Be Miserable, But You're Still Getting Paid 6 Day Work Week - Consistent, full-time schedule Payday Every Friday - How Sweet! And Like Clockwork Holiday, Vacation, Bereavement, Jury Duty Pay - All with No Waiting Periods Safety Boots and Glasses - Annual Voucher If You Need It A Rock-Solid Employer with An Enviable Record of Success That Continues to Grow

    What You Will Be Doing

    Train and/or safely operate a Ready-Mix Truck in urban and rural areas with tight construction sites at times Completing routine maintenance of equipment, including reporting minor mechanical issues and thorough cleanliness of unit daily Contribute to keeping areas in and around the Plants clean and hazard free Execute work safely at all times by complying with our Safety Protocols Stay in compliance with DOT and BURNCO requirements

    What We Would Like from You

    21+ years old Valid Commercial Driver's License (CDL) At least 1-year general commercial driving experience or Mixer driving experience Ability to pass MVR, background check, drug & alcohol testing and a physical assessment Ability to work irregular hours and on Saturdays Flexibility to work with other BURNCO Plants based on business needs Commitment to safety, customer service and teamwork

    Since 1912, BURNCO has been supplying aggregate construction materials as a successful, family-run business based in Calgary. Over nearly 110 years we have embraced innovative technology and new marketplaces while always maintaining the vision and values that were first introduced by our founder, James F. Burns. Today we continue our unwavering commitment to safety, our renewed focus on family leadership and our steady, dependable growth into the future. We look forward to having you join us on that journey.

    Equal Opportunity Employer
    This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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  • W

    Forklift Operator - Hiring Now!  

    - Opelika
    Forklift Operator Opelika, AL Our employees operate in a culture that... Read More

    Forklift Operator

    Opelika, AL

    Our employees operate in a culture that values safety first and rewards hard work. We recognize and support our team culture and focus on growing our team by promoting from within - many of our employees have built their careers with us.

    What you will do:

    Safely operate Forklift. Stack and unstack lumber on kiln carts. Unload the green stacker at a production level and stack lumber on the yard in accordance with the stacking policy. Pick up all loose boards from yard and kiln and stacker area, separate usable boards from unusable, place usable boards on rough dry units with same dimension and take to planer shed. Take warped, broken, bowed boards to the hog. Keep the kiln areas clean (around kilns, rough green & rough dry storage areas), grease kiln carts, perform or assist with various maintenance duties. Help with burners, other duties requested by supervisor or kiln operator. Keep work area clean Keep kiln areas and lumber yard in a clean and organized manner Perform pre-shift daily Forklift checks Re-fuel forklift Drive safely Verify all safety interlocks are working properly Follow all established safety procedures Follow established lockout procedures and task specific sequences

    Required skills and experience you will need:

    Must be able to work rotating shift High School Diploma or GED Minimum of six (6) months in a manufacturing or industrial environment preferred Prior industrial forklift experience Ability to drive a 35,000-pound Forklift Must be able to distinguish size, widths, and lengths of lumber Ability to work outdoors in all temperatures in loud, high-volume environments performing physical tasks throughout the shift Ability to perform the essential functions of the position which includes walking, standing, sitting, climbing stairs, bending and lifting up to 50 pounds Ability to perform all tasks in accordance with West Fraser safety policies and procedures Recognize and support our team culture, communicating effectively with all team members Ability to work day or night shifts, holidays and weekends Offers of employment are contingent upon successful completion of a pre-employment background check, drug screen test and physical

    Our highly competitive compensation package and outstanding benefits include:

    Benefits starting Day 1 Competitive starting pay Wellness Pay Program On-the-job training A culture that strongly believes in promoting from within Medical Dental Vision 401K w/ Company Match Life Insurance Disability Insurance Paid vacations and holidays Safety is one of West Fraser's core values and our employees can expect a challenging, stable work environment with career development opportunities

    Apply:

    No phone inquiries, please.

    If you are ready to build your career in a company that thrives on growth, internal promotions, training, safe work environment, rewarding work, challenge, and opportunity, come build your career with us at West Fraser:

    We thank all candidates for their interest; however, only those selected for an interview will be contacted. Please apply through our online application process. Be sure to attach your resume to your online profile as resumes will not be accepted at the site.

    West Fraser is a diversified wood products company producing lumber, OSB, LVL, MDF, plywood, pulp, newsprint, wood chips, and energy with over 60 facilities in Canada, the United States, and Europe. We are the largest lumber producer in North America, a leading global manufacturer of wood-based panels, and the world's largest producer of oriented strand board (OSB). We are a growing company, believe strongly in promoting from within, and pride ourselves on providing a challenging environment with continuous development. The successful candidate should be interested in future growth opportunities within the company.

    West Fraser is an Equal Opportunity Employer M/F/V/D & Drug-Free Workplace

    Equal Opportunity Employer
    This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

    Read Less
  • W

    Forklift Operator  

    - Opelika
    Forklift Operator Opelika, AL Our employees operate in a culture that... Read More

    Forklift Operator

    Opelika, AL

    Our employees operate in a culture that values safety first and rewards hard work. We recognize and support our team culture and focus on growing our team by promoting from within - many of our employees have built their careers with us.

    What you will do:

    Safely operate Forklift. Stack and unstack lumber on kiln carts. Unload the green stacker at a production level and stack lumber on the yard in accordance with the stacking policy. Pick up all loose boards from yard and kiln and stacker area, separate usable boards from unusable, place usable boards on rough dry units with same dimension and take to planer shed. Take warped, broken, bowed boards to the hog. Keep the kiln areas clean (around kilns, rough green & rough dry storage areas), grease kiln carts, perform or assist with various maintenance duties. Help with burners, other duties requested by supervisor or kiln operator. Keep work area clean Keep kiln areas and lumber yard in a clean and organized manner Perform pre-shift daily Forklift checks Re-fuel forklift Drive safely Verify all safety interlocks are working properly Follow all established safety procedures Follow established lockout procedures and task specific sequences

    Required skills and experience you will need:

    Must be able to work rotating shift High School Diploma or GED Minimum of six (6) months in a manufacturing or industrial environment preferred Prior industrial forklift experience Ability to drive a 35,000-pound Forklift Must be able to distinguish size, widths, and lengths of lumber Ability to work outdoors in all temperatures in loud, high-volume environments performing physical tasks throughout the shift Ability to perform the essential functions of the position which includes walking, standing, sitting, climbing stairs, bending and lifting up to 50 pounds Ability to perform all tasks in accordance with West Fraser safety policies and procedures Recognize and support our team culture, communicating effectively with all team members Ability to work day or night shifts, holidays and weekends Offers of employment are contingent upon successful completion of a pre-employment background check, drug screen test and physical

    Our highly competitive compensation package and outstanding benefits include:

    Benefits starting Day 1 Competitive starting pay Wellness Pay Program On-the-job training A culture that strongly believes in promoting from within Medical Dental Vision 401K w/ Company Match Life Insurance Disability Insurance Paid vacations and holidays Safety is one of West Fraser's core values and our employees can expect a challenging, stable work environment with career development opportunities

    Apply:

    No phone inquiries, please.

    If you are ready to build your career in a company that thrives on growth, internal promotions, training, safe work environment, rewarding work, challenge, and opportunity, come build your career with us at West Fraser:

    We thank all candidates for their interest; however, only those selected for an interview will be contacted. Please apply through our online application process. Be sure to attach your resume to your online profile as resumes will not be accepted at the site.

    West Fraser is a diversified wood products company producing lumber, OSB, LVL, MDF, plywood, pulp, newsprint, wood chips, and energy with over 60 facilities in Canada, the United States, and Europe. We are the largest lumber producer in North America, a leading global manufacturer of wood-based panels, and the world's largest producer of oriented strand board (OSB). We are a growing company, believe strongly in promoting from within, and pride ourselves on providing a challenging environment with continuous development. The successful candidate should be interested in future growth opportunities within the company.

    West Fraser is an Equal Opportunity Employer M/F/V/D & Drug-Free Workplace

    Equal Opportunity Employer
    This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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  • W

    Forklift Driver - Day One Benefits  

    - Opelika
    Forklift Operator Opelika, AL Our employees operate in a culture that... Read More

    Forklift Operator

    Opelika, AL

    Our employees operate in a culture that values safety first and rewards hard work. We recognize and support our team culture and focus on growing our team by promoting from within - many of our employees have built their careers with us.

    What you will do:

    Safely operate Forklift. Stack and unstack lumber on kiln carts. Unload the green stacker at a production level and stack lumber on the yard in accordance with the stacking policy. Pick up all loose boards from yard and kiln and stacker area, separate usable boards from unusable, place usable boards on rough dry units with same dimension and take to planer shed. Take warped, broken, bowed boards to the hog. Keep the kiln areas clean (around kilns, rough green & rough dry storage areas), grease kiln carts, perform or assist with various maintenance duties. Help with burners, other duties requested by supervisor or kiln operator. Keep work area clean Keep kiln areas and lumber yard in a clean and organized manner Perform pre-shift daily Forklift checks Re-fuel forklift Drive safely Verify all safety interlocks are working properly Follow all established safety procedures Follow established lockout procedures and task specific sequences

    Required skills and experience you will need:

    Must be able to work rotating shift High School Diploma or GED Minimum of six (6) months in a manufacturing or industrial environment preferred Prior industrial forklift experience Ability to drive a 35,000-pound Forklift Must be able to distinguish size, widths, and lengths of lumber Ability to work outdoors in all temperatures in loud, high-volume environments performing physical tasks throughout the shift Ability to perform the essential functions of the position which includes walking, standing, sitting, climbing stairs, bending and lifting up to 50 pounds Ability to perform all tasks in accordance with West Fraser safety policies and procedures Recognize and support our team culture, communicating effectively with all team members Ability to work day or night shifts, holidays and weekends Offers of employment are contingent upon successful completion of a pre-employment background check, drug screen test and physical

    Our highly competitive compensation package and outstanding benefits include:

    Benefits starting Day 1 Competitive starting pay Wellness Pay Program On-the-job training A culture that strongly believes in promoting from within Medical Dental Vision 401K w/ Company Match Life Insurance Disability Insurance Paid vacations and holidays Safety is one of West Fraser's core values and our employees can expect a challenging, stable work environment with career development opportunities

    Apply:

    No phone inquiries, please.

    If you are ready to build your career in a company that thrives on growth, internal promotions, training, safe work environment, rewarding work, challenge, and opportunity, come build your career with us at West Fraser:

    We thank all candidates for their interest; however, only those selected for an interview will be contacted. Please apply through our online application process. Be sure to attach your resume to your online profile as resumes will not be accepted at the site.

    West Fraser is a diversified wood products company producing lumber, OSB, LVL, MDF, plywood, pulp, newsprint, wood chips, and energy with over 60 facilities in Canada, the United States, and Europe. We are the largest lumber producer in North America, a leading global manufacturer of wood-based panels, and the world's largest producer of oriented strand board (OSB). We are a growing company, believe strongly in promoting from within, and pride ourselves on providing a challenging environment with continuous development. The successful candidate should be interested in future growth opportunities within the company.

    West Fraser is an Equal Opportunity Employer M/F/V/D & Drug-Free Workplace

    Equal Opportunity Employer
    This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

    Read Less
  • W

    Machine Operator  

    - Opelika
    West Fraser's Opelika sawmill is hiring for a Machine Operator rol... Read More

    West Fraser's Opelika sawmill is hiring for a Machine Operator role.


    In the machine operator role the expectation is that self-motivated individuals will advance into progressively skilled positions. The successful applicant will be allowed an appropriate amount of time to train for this job and must be willing to cross-train within any department.

    What you will do:

    Perform job assignments in an effective & timely manner Safely operate equipment according to procedures Must work rotating shifts, with shift premium available Some overtime may be available

    What you need to be successful:

    Must be able to work rotating shifts High School Diploma or GED required Minimum age of 18 years Excellent safety record Follow all safety criteria and contribute to the safety program Willing to work any shift Good written and oral communication skills Good interpersonal skills Excellent attendance record Willing to cross-train on other equipment

    Our highly competitive compensation package and outstanding benefits include:

    B enefits starting Day 1 Competitive starting pay On-the-job training A culture that strongly believes in promoting from within Medical/Dental/Vision 401k, life insurance, disability Paid vacation and holidays

    Apply:

    Come build your career with us at West Fraser:

    West Fraser is a diversified wood products company producing lumber, OSB, LVL, MDF, plywood, pulp, newsprint, wood chips, and energy with over 60 facilities in Canada, the United States, and Europe. We are the largest lumber producer in North America, a leading global manufacturer of wood-based panels and the world's largest producer of oriented strand board (OSB).

    Our employees operate in a culture that values safety first and rewards hard work. We recognize and support our team culture and focus on growing our team by promoting from within - many of our employees have built their careers with us.

    We thank all candidates for their interest; however, only those selected for an interview will be contacted. Please apply through our online application process as resumes will not be accepted at the site. No phone inquiries, please.

    West Fraser believes inclusive, diverse teams build a more vibrant workforce, safer operations, and a stronger company overall. We strive to create workplaces and leadership teams that are reflective of the diverse communities we are a part of. We will not discriminate against any applicant for employment on the basis of race, gender, national origin, or any other protected legal characteristic.

    West Fraser is an Equal Opportunity Employer M/F/V/D & Drug-Free Workplace (DFW)

    Equal Opportunity Employer
    This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

    Read Less
  • W

    Forklift Driver  

    - Opelika
    Forklift Operator Opelika, AL Our employees operate in a culture that... Read More

    Forklift Operator

    Opelika, AL

    Our employees operate in a culture that values safety first and rewards hard work. We recognize and support our team culture and focus on growing our team by promoting from within - many of our employees have built their careers with us.

    What you will do:

    Safely operate Forklift. Stack and unstack lumber on kiln carts. Unload the green stacker at a production level and stack lumber on the yard in accordance with the stacking policy. Pick up all loose boards from yard and kiln and stacker area, separate usable boards from unusable, place usable boards on rough dry units with same dimension and take to planer shed. Take warped, broken, bowed boards to the hog. Keep the kiln areas clean (around kilns, rough green & rough dry storage areas), grease kiln carts, perform or assist with various maintenance duties. Help with burners, other duties requested by supervisor or kiln operator. Keep work area clean Keep kiln areas and lumber yard in a clean and organized manner Perform pre-shift daily Forklift checks Re-fuel forklift Drive safely Verify all safety interlocks are working properly Follow all established safety procedures Follow established lockout procedures and task specific sequences

    Required skills and experience you will need:

    Must be able to work rotating shift High School Diploma or GED Minimum of six (6) months in a manufacturing or industrial environment preferred Prior industrial forklift experience Ability to drive a 35,000-pound Forklift Must be able to distinguish size, widths, and lengths of lumber Ability to work outdoors in all temperatures in loud, high-volume environments performing physical tasks throughout the shift Ability to perform the essential functions of the position which includes walking, standing, sitting, climbing stairs, bending and lifting up to 50 pounds Ability to perform all tasks in accordance with West Fraser safety policies and procedures Recognize and support our team culture, communicating effectively with all team members Ability to work day or night shifts, holidays and weekends Offers of employment are contingent upon successful completion of a pre-employment background check, drug screen test and physical

    Our highly competitive compensation package and outstanding benefits include:

    Benefits starting Day 1 Competitive starting pay Wellness Pay Program On-the-job training A culture that strongly believes in promoting from within Medical Dental Vision 401K w/ Company Match Life Insurance Disability Insurance Paid vacations and holidays Safety is one of West Fraser's core values and our employees can expect a challenging, stable work environment with career development opportunities

    Apply:

    No phone inquiries, please.

    If you are ready to build your career in a company that thrives on growth, internal promotions, training, safe work environment, rewarding work, challenge, and opportunity, come build your career with us at West Fraser:

    We thank all candidates for their interest; however, only those selected for an interview will be contacted. Please apply through our online application process. Be sure to attach your resume to your online profile as resumes will not be accepted at the site.

    West Fraser is a diversified wood products company producing lumber, OSB, LVL, MDF, plywood, pulp, newsprint, wood chips, and energy with over 60 facilities in Canada, the United States, and Europe. We are the largest lumber producer in North America, a leading global manufacturer of wood-based panels, and the world's largest producer of oriented strand board (OSB). We are a growing company, believe strongly in promoting from within, and pride ourselves on providing a challenging environment with continuous development. The successful candidate should be interested in future growth opportunities within the company.

    West Fraser is an Equal Opportunity Employer M/F/V/D & Drug-Free Workplace

    Equal Opportunity Employer
    This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

    Read Less
  • W

    Plant Mechanic  

    - Opelika
    COME JOIN OUR TEAM! MILLWRIGHT OPELIKA, ALABAMA Our Millwright positio... Read More

    COME JOIN OUR TEAM!

    MILLWRIGHT

    OPELIKA, ALABAMA

    Our Millwright position is a key player in a company-wide continuous improvement effort through daily use of troubleshooting, and predictive and preventative maintenance strategies. As a member of this high performing team, you will be responsible for working safely with all machinery within the mill.

    What you will do:

    Repair and maintain industrial equipment to include conveying systems, major machine centers such as debarkers, canters, gang saws, and edgers Able to read and understand drawings and printed instructions Must be a self-starter who can work safely under high pressure situations Possess basic understanding in line ups of pumps, sheaves, sprockets, machine centers Must be able to move machinery and equipment, using hoists, dollies, rollers, and trucks Adjust tension on nuts and bolts, or position parts, using hand tools and measuring instruments, to set specified clearances between moving and stationary parts Align machines and equipment, using hoists, jacks, hand tools, squares, rules, micrometers, and plumb tools Assemble and install equipment, using hand tools and power tools Lay out mounting holes, using measuring instruments, and drill holes with power drill Replace defective parts of machine or adjust clearances and alignment of moving parts Level bedplate and establish centerline, using straightedge, levels, and transit Dismantle machines, using hammers, wrenches, crowbars, and other hand tools Attach moving parts and subassemblies to basic assembly unit, using hand tools and power tools

    What you need to be successful:

    Must be safety oriented and comply with ZES Must have High School Diploma or GED Requires own basic tools Must have minimum 3 years verifiable work experience as a millwright in industrial/manufacturing environment Must have cutting torch experience (Oxygen/Acetylene) Must have welding experience (GMAW and SMAW) Must be able to work nights, weekends, and holidays Be willing to work rotating shifts, overtime and to be on-call to support 24/7 operations Must successfully complete an assessment test, pre-employment drug screen, physical, and background check Our outstanding benefits package includes: Benefits starting Day 1 Competitive starting pay Wellness Pay Program On-the-job training A culture that strongly believes in promoting from within Medical/Dental/Vision BCBS 401K with 100% company match Employee Stock Purchase Plan Life insurance Disability insurance Paid vacations and holidays Safety is one of West Fraser's core values and our employees can expect a challenging, stable work environment with career development opportunities

    Apply:

    No phone inquiries, please.

    If you are ready to build your career in a company that thrives on growth, a safe work environment, rewarding work, challenge and opportunity, come build your career with us at West Fraser:

    We thank all candidates for their interest; however, only those selected for an interview will be contacted. Please apply through our online application process as resumes will not be accepted at the site.

    Be sure to attach your resume to your online profile as resumes will not be accepted at the site.

    West Fraser is a diversified wood products company producing lumber, OSB, LVL, MDF, plywood, pulp, newsprint, wood chips, and energy with over 60 facilities in Canada, the United States, and Europe. We are the largest lumber producer in North America, a leading global manufacturer of wood-based panels, and the world's largest producer of oriented strand board (OSB). We are a growing company, believe strongly in promoting from within, and pride ourselves on providing a challenging environment with continuous development. The successful candidate should be interested in future growth opportunities within the company.

    West Fraser is an Equal Opportunity Employer M/F/V/D & Drug-Free Workplace

    Equal Opportunity Employer
    This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

    Read Less
  • F

    Director, Alternative Investments  

    - Trophy Club
    Job Description: Director, Alternative InvestmentsNote: Fidelity is no... Read More
    Job Description:

    Director, Alternative Investments

    Note: Fidelity is not providing immigration sponsorship for this position

    The Role

    The Director of Alternative Investments is a member of an investment oversight team working on behalf of the charity and is responsible for working with external investment advisors to assess proposed investments in private equity, real estate, private credit, hedge fund, and other alternative and non-traditional investments. This individual will also manage a team of deal support professionals who are responsible for the timely and accurate intake and execution of these investments. This individual will be expected to work closely with internal partners, external fund managers, general partners, and custodial staff to support the timely execution of alternative investment transactions. This position requires strong expertise in alternative investments and their role in a diversified portfolio. This role also requires strong communication skills, attention to detail, positive professional attitude, and ability to work in a dynamic team environment.

    Manage a team of deal support professionals who are responsible for the timely and accurate intake and execution of alternative investments.

    Conduct due diligence reviews on proposed new alternative investments by applying a compliance-based lens against a set of established investment policies and guidelines.

    Provide transaction support and oversight through analyzing, onboarding, and maintaining complex, non-traditional investments that involve non-standard contracts, investment execution, wire instructions, valuation support, investment and operational due diligence reports, and documentation. Collaborate with internal legal and tax teams as needed to support a transaction.

    Works with management to identify and implement opportunities to mitigate risk, improve service quality and operating efficiency, and optimize costs.

    Serve as operational support for organizational strategic and departmental initiatives and projects.

    Support new and existing advisor and donor relationships though consultative and solution-oriented discussions with advisors, donors, and with internal stakeholders (relationship managers and fundraisers).

    Provide in-depth analysis of portfolio and fund performance, risk, cash flows, and underlying fund and company investments.

    Work collaboratively with internal auditors and other operation heads in developing and maintaining a strong control environment.

    The Expertise and Skills You Bring

    10+ years' experience in alternative investments or private markets front or middle office, or in an investments role with demonstrated ability to gain client trust.

    Demonstrated ability to lead a team; direct experience in people management preferred

    MBA or graduate degree in finance, economics, or related field

    CFA and/or CAIA, or progress towards these certifications is preferred.

    Strong understanding of alternative investments, including private equity, real estate, private credit, hedge funds, and other non-traditional investments

    Deep understanding of investment offering materials, including limited partnership agreements and subscription documents

    Experience with investment and operational due diligence.

    Strong analytical skills; excellent verbal and written communication skills

    Experience identifying and maintaining sound internal controls and data quality environment.

    Superb work ethic, attention to detail, team orientation, and commitment to excellence

    Strong interpersonal skills, and ability to form and maintain strong business relationships.

    Experience with Advent, Bloomberg and alternative investment third party services is a plus.

    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.

    Certifications: Category: Investment Operations

    Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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    Job Description: Job Title: Senior Manager, Asset Management - Financ... Read More
    Job Description: Job Title: Senior Manager, Asset Management - Financial Reporting, Accounting & Regulatory Policy

    The Role

    As a Senior Manager of Regulatory and Policy Oversight for Alternatives and Digital Assets in Asset Management's Treasurers Office, you will be essential in supporting emerging regulatory requirements, accounting and financial reporting policies for Fidelity's evolving alternative and digital asset products. This role blends strong regulatory and disclosure knowledge with a progressive perspective on new technologies and investment vehicles.

    In this role, you will:

    Monitor and analyze regulatory developments on topics related to alternative investments and blockchain-based investment structures and tokenized financial instruments.

    Support policy development and implementation concerning alternative investments and digital asset solutions, ensuring adherence to applicable regulations and alignment with industry best practices.

    Collaborate across Fidelity, partnering with Fund and Investment Operations, Compliance, Risk, Technology, and Digital Asset Management teams to ensure robust governance and operational controls.

    Engage with regulators and industry advocacy groups, contributing to Fidelity's Regulatory Coordination Program and shaping responses to proposals and rules.

    Help oversee third-party service providers and internal teams involved in fund accounting and administration for digital asset products and other alternative investments.

    The Expertise and Skills You Bring

    A minimum of 5+ years industry or equivalent experience

    Extensive knowledge and understanding of regulatory requirements that govern mutual funds, and alternative investments, including digital asset products

    Knowledge of operational risk management, internal controls, and governance processes.

    A motivated self-starter with exceptional research, analytical skills and problem-solving skills

    Outstanding verbal, written and formal presentations communication skills

    A team player with ability to make and effectively communicate decisions

    Ability to prioritize multiple tasks/initiatives and handle time-sensitive activities

    Certified public accounting certification (CPA) preferred

    Note: Fidelity is not providing immigration sponsorship for this position

    The Team

    The Asset Management Treasurers Office provides fiduciary oversight of Fidelity's funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds' Boards of Trustees in fulfilling their responsibilities to the Fidelity Funds. In addition to overseeing Fidelity's existing products, we also actively support Asset Management's efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation.

    The base salary range for this position is $89,000-$180,000 per year.

    Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

    Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

    We offer a wide 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. Note, the application window closes when the position is filled or unposted.

    Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

    Certifications: Category: Investment Operations Read Less
  • F

    Director, Alternative Investments  

    - Irving
    Job Description: Director, Alternative InvestmentsNote: Fidelity is no... Read More
    Job Description:

    Director, Alternative Investments

    Note: Fidelity is not providing immigration sponsorship for this position

    The Role

    The Director of Alternative Investments is a member of an investment oversight team working on behalf of the charity and is responsible for working with external investment advisors to assess proposed investments in private equity, real estate, private credit, hedge fund, and other alternative and non-traditional investments. This individual will also manage a team of deal support professionals who are responsible for the timely and accurate intake and execution of these investments. This individual will be expected to work closely with internal partners, external fund managers, general partners, and custodial staff to support the timely execution of alternative investment transactions. This position requires strong expertise in alternative investments and their role in a diversified portfolio. This role also requires strong communication skills, attention to detail, positive professional attitude, and ability to work in a dynamic team environment.

    Manage a team of deal support professionals who are responsible for the timely and accurate intake and execution of alternative investments.

    Conduct due diligence reviews on proposed new alternative investments by applying a compliance-based lens against a set of established investment policies and guidelines.

    Provide transaction support and oversight through analyzing, onboarding, and maintaining complex, non-traditional investments that involve non-standard contracts, investment execution, wire instructions, valuation support, investment and operational due diligence reports, and documentation. Collaborate with internal legal and tax teams as needed to support a transaction.

    Works with management to identify and implement opportunities to mitigate risk, improve service quality and operating efficiency, and optimize costs.

    Serve as operational support for organizational strategic and departmental initiatives and projects.

    Support new and existing advisor and donor relationships though consultative and solution-oriented discussions with advisors, donors, and with internal stakeholders (relationship managers and fundraisers).

    Provide in-depth analysis of portfolio and fund performance, risk, cash flows, and underlying fund and company investments.

    Work collaboratively with internal auditors and other operation heads in developing and maintaining a strong control environment.

    The Expertise and Skills You Bring

    10+ years' experience in alternative investments or private markets front or middle office, or in an investments role with demonstrated ability to gain client trust.

    Demonstrated ability to lead a team; direct experience in people management preferred

    MBA or graduate degree in finance, economics, or related field

    CFA and/or CAIA, or progress towards these certifications is preferred.

    Strong understanding of alternative investments, including private equity, real estate, private credit, hedge funds, and other non-traditional investments

    Deep understanding of investment offering materials, including limited partnership agreements and subscription documents

    Experience with investment and operational due diligence.

    Strong analytical skills; excellent verbal and written communication skills

    Experience identifying and maintaining sound internal controls and data quality environment.

    Superb work ethic, attention to detail, team orientation, and commitment to excellence

    Strong interpersonal skills, and ability to form and maintain strong business relationships.

    Experience with Advent, Bloomberg and alternative investment third party services is a plus.

    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.

    Certifications: Category: Investment Operations

    Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

    Read Less
  • F

    Director, Alternative Investments  

    - Bedford
    Job Description: Director, Alternative InvestmentsNote: Fidelity is no... Read More
    Job Description:

    Director, Alternative Investments

    Note: Fidelity is not providing immigration sponsorship for this position

    The Role

    The Director of Alternative Investments is a member of an investment oversight team working on behalf of the charity and is responsible for working with external investment advisors to assess proposed investments in private equity, real estate, private credit, hedge fund, and other alternative and non-traditional investments. This individual will also manage a team of deal support professionals who are responsible for the timely and accurate intake and execution of these investments. This individual will be expected to work closely with internal partners, external fund managers, general partners, and custodial staff to support the timely execution of alternative investment transactions. This position requires strong expertise in alternative investments and their role in a diversified portfolio. This role also requires strong communication skills, attention to detail, positive professional attitude, and ability to work in a dynamic team environment.

    Manage a team of deal support professionals who are responsible for the timely and accurate intake and execution of alternative investments.

    Conduct due diligence reviews on proposed new alternative investments by applying a compliance-based lens against a set of established investment policies and guidelines.

    Provide transaction support and oversight through analyzing, onboarding, and maintaining complex, non-traditional investments that involve non-standard contracts, investment execution, wire instructions, valuation support, investment and operational due diligence reports, and documentation. Collaborate with internal legal and tax teams as needed to support a transaction.

    Works with management to identify and implement opportunities to mitigate risk, improve service quality and operating efficiency, and optimize costs.

    Serve as operational support for organizational strategic and departmental initiatives and projects.

    Support new and existing advisor and donor relationships though consultative and solution-oriented discussions with advisors, donors, and with internal stakeholders (relationship managers and fundraisers).

    Provide in-depth analysis of portfolio and fund performance, risk, cash flows, and underlying fund and company investments.

    Work collaboratively with internal auditors and other operation heads in developing and maintaining a strong control environment.

    The Expertise and Skills You Bring

    10+ years' experience in alternative investments or private markets front or middle office, or in an investments role with demonstrated ability to gain client trust.

    Demonstrated ability to lead a team; direct experience in people management preferred

    MBA or graduate degree in finance, economics, or related field

    CFA and/or CAIA, or progress towards these certifications is preferred.

    Strong understanding of alternative investments, including private equity, real estate, private credit, hedge funds, and other non-traditional investments

    Deep understanding of investment offering materials, including limited partnership agreements and subscription documents

    Experience with investment and operational due diligence.

    Strong analytical skills; excellent verbal and written communication skills

    Experience identifying and maintaining sound internal controls and data quality environment.

    Superb work ethic, attention to detail, team orientation, and commitment to excellence

    Strong interpersonal skills, and ability to form and maintain strong business relationships.

    Experience with Advent, Bloomberg and alternative investment third party services is a plus.

    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.

    Certifications: Category: Investment Operations

    Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

    Read Less
  • F

    Director, Alternative Investments  

    - Fort Worth
    Job Description: Director, Alternative InvestmentsNote: Fidelity is no... Read More
    Job Description:

    Director, Alternative Investments

    Note: Fidelity is not providing immigration sponsorship for this position

    The Role

    The Director of Alternative Investments is a member of an investment oversight team working on behalf of the charity and is responsible for working with external investment advisors to assess proposed investments in private equity, real estate, private credit, hedge fund, and other alternative and non-traditional investments. This individual will also manage a team of deal support professionals who are responsible for the timely and accurate intake and execution of these investments. This individual will be expected to work closely with internal partners, external fund managers, general partners, and custodial staff to support the timely execution of alternative investment transactions. This position requires strong expertise in alternative investments and their role in a diversified portfolio. This role also requires strong communication skills, attention to detail, positive professional attitude, and ability to work in a dynamic team environment.

    Manage a team of deal support professionals who are responsible for the timely and accurate intake and execution of alternative investments.

    Conduct due diligence reviews on proposed new alternative investments by applying a compliance-based lens against a set of established investment policies and guidelines.

    Provide transaction support and oversight through analyzing, onboarding, and maintaining complex, non-traditional investments that involve non-standard contracts, investment execution, wire instructions, valuation support, investment and operational due diligence reports, and documentation. Collaborate with internal legal and tax teams as needed to support a transaction.

    Works with management to identify and implement opportunities to mitigate risk, improve service quality and operating efficiency, and optimize costs.

    Serve as operational support for organizational strategic and departmental initiatives and projects.

    Support new and existing advisor and donor relationships though consultative and solution-oriented discussions with advisors, donors, and with internal stakeholders (relationship managers and fundraisers).

    Provide in-depth analysis of portfolio and fund performance, risk, cash flows, and underlying fund and company investments.

    Work collaboratively with internal auditors and other operation heads in developing and maintaining a strong control environment.

    The Expertise and Skills You Bring

    10+ years' experience in alternative investments or private markets front or middle office, or in an investments role with demonstrated ability to gain client trust.

    Demonstrated ability to lead a team; direct experience in people management preferred

    MBA or graduate degree in finance, economics, or related field

    CFA and/or CAIA, or progress towards these certifications is preferred.

    Strong understanding of alternative investments, including private equity, real estate, private credit, hedge funds, and other non-traditional investments

    Deep understanding of investment offering materials, including limited partnership agreements and subscription documents

    Experience with investment and operational due diligence.

    Strong analytical skills; excellent verbal and written communication skills

    Experience identifying and maintaining sound internal controls and data quality environment.

    Superb work ethic, attention to detail, team orientation, and commitment to excellence

    Strong interpersonal skills, and ability to form and maintain strong business relationships.

    Experience with Advent, Bloomberg and alternative investment third party services is a plus.

    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.

    Certifications: Category: Investment Operations

    Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

    Read Less
  • F
    Job Description: The RoleStrategic Advisers' Advisor Oversight Team pa... Read More
    Job Description:

    The Role

    Strategic Advisers' Advisor Oversight Team partners closely with Fidelity's investment management teams and key stakeholders to identify and mitigate risks associated with the engagement of external advisers within Fidelity investment products. The Advisor Oversight Program covers a breadth of asset classes and product structures. The team is looking to add a Senior Manager to support the Alternative Investment component of the program. Alternative Investments include private equity, private credit, private real assets (real estate and infrastructure) and hedge funds. Reporting to the Vice President, Advisor Oversight - Alternative Investments the individual will be responsible for the following activities:

    Support Alternative Investment due diligence and oversight programs covering a variety of private asset classes, hedge fund strategies and structures

    Create Board and Committee materials to support cross-functional program reporting and decision making for the Alternative Investment boards, committees and workgroups

    Review manager provided materials and questionnaire responses

    Participate in initial and ongoing operational due diligence engagements

    Engage with key partners and subject matter experts from Compliance, Legal, Treasurer's Office, Product, Operations, Finance and the Investment Team

    Evaluate control environments of potential investment advisors and managers

    Provide operational risk assessment of firms and products under consideration

    Assist with program documentation and maintenance

    Seek to identify opportunities for improvements in program and processes through technology solutions and/or process efficiency gains

    Team responsibilities include:

    Participate in initial operational due diligence with potential investment advisors and managers to evaluate their control environments and perform a thorough operational risk assessment of the firm and products under consideration

    Conduct ongoing monitoring activities to identify any material risks across the investment advisors and products, which include, but not limited to, coordination of the periodic questionnaire distribution and review across departments, oversight and assistance with collection and review of documents as needed

    Prepare reports and presentations used to support board, senior management, committee and stakeholder meetings

    The Expertise and Skills You Bring

    5+ years of working experience

    Bachelor's degree required

    Excellent verbal, written, and interpersonal communication skills

    Strong project management and relationship management skills

    Strong analytical skills with high attention to detail and accuracy, and strong organizational and problem-solving skills; ability to understand complex issues

    Demonstrated ability to own initiatives and see them through to completion

    Ability to work on multiple tasks and respond to shifts in priorities

    Experience working collaboratively with colleagues and other teams

    Operational Due Diligence experience at a bank, asset allocator, fund of funds, private fund or other investment platform is preferred

    Direct experience with Business Development Companies (BDC), Limited Partnerships, interval funds, tender offer funds and hedge fund structures across Alternative Investments and products is a plus

    Possess translatable experience in investment accounting/audit, compliance, or risk management at a financial institution

    This role will include a blend of at-home and in-office work. Learn more about how Fidelity has embraced Dynamic Working .

    Ability to travel up to 10% of the time

    Note: Fidelity will not provide immigration sponsorship for this position.

    The Team

    The Advisor Oversight Team partners closely with Fidelity's investment management teams and key stakeholders to identify and manage risks associated with the engagement of external advisers within Fidelity investment products. The Advisor Oversight Program covers a breadth of asset classes and product structures, including the growing Alternative Investment business. The team provides support and oversight of various aspects of Fidelity's registered and private funds and investment advisory services, including liquid alternatives, business development companies, hedge funds, private equity, hybrid funds, and insurance-related products. The team is also responsible for the illiquid manager oversight program. The team interacts frequently with Fidelity portfolio management teams and product development groups as well as Fidelity control partners, including Legal, Treasurer's Office, Risk, and Operations.

    The base salary range for this position is $85,000-171,000 USD per year.

    Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

    Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

    We offer a wide 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. Note, the application window closes when the position is filled or unposted.

    Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

    Certifications: Category: Investment Operations Read Less
  • F
    Job Description: Job Title: Senior Manager, Asset Management - Financ... Read More
    Job Description: Job Title: Senior Manager, Asset Management - Financial Reporting, Accounting & Regulatory Policy

    The Role

    As a Senior Manager of Regulatory and Policy Oversight for Alternatives and Digital Assets in Asset Management's Treasurers Office, you will be essential in supporting emerging regulatory requirements, accounting and financial reporting policies for Fidelity's evolving alternative and digital asset products. This role blends strong regulatory and disclosure knowledge with a progressive perspective on new technologies and investment vehicles.

    In this role, you will:

    Monitor and analyze regulatory developments on topics related to alternative investments and blockchain-based investment structures and tokenized financial instruments.

    Support policy development and implementation concerning alternative investments and digital asset solutions, ensuring adherence to applicable regulations and alignment with industry best practices.

    Collaborate across Fidelity, partnering with Fund and Investment Operations, Compliance, Risk, Technology, and Digital Asset Management teams to ensure robust governance and operational controls.

    Engage with regulators and industry advocacy groups, contributing to Fidelity's Regulatory Coordination Program and shaping responses to proposals and rules.

    Help oversee third-party service providers and internal teams involved in fund accounting and administration for digital asset products and other alternative investments.

    The Expertise and Skills You Bring

    A minimum of 5+ years industry or equivalent experience

    Extensive knowledge and understanding of regulatory requirements that govern mutual funds, and alternative investments, including digital asset products

    Knowledge of operational risk management, internal controls, and governance processes.

    A motivated self-starter with exceptional research, analytical skills and problem-solving skills

    Outstanding verbal, written and formal presentations communication skills

    A team player with ability to make and effectively communicate decisions

    Ability to prioritize multiple tasks/initiatives and handle time-sensitive activities

    Certified public accounting certification (CPA) preferred

    Note: Fidelity is not providing immigration sponsorship for this position

    The Team

    The Asset Management Treasurers Office provides fiduciary oversight of Fidelity's funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds' Boards of Trustees in fulfilling their responsibilities to the Fidelity Funds. In addition to overseeing Fidelity's existing products, we also actively support Asset Management's efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation.

    The base salary range for this position is $89,000-$180,000 per year.

    Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

    Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

    We offer a wide 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. Note, the application window closes when the position is filled or unposted.

    Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

    Certifications: Category: Investment Operations Read Less
  • F
    Job Description: Job Title: Senior Manager, Asset Management - Financ... Read More
    Job Description: Job Title: Senior Manager, Asset Management - Financial Reporting, Accounting & Regulatory Policy

    The Role

    As a Senior Manager of Regulatory and Policy Oversight for Alternatives and Digital Assets in Asset Management's Treasurers Office, you will be essential in supporting emerging regulatory requirements, accounting and financial reporting policies for Fidelity's evolving alternative and digital asset products. This role blends strong regulatory and disclosure knowledge with a progressive perspective on new technologies and investment vehicles.

    In this role, you will:

    Monitor and analyze regulatory developments on topics related to alternative investments and blockchain-based investment structures and tokenized financial instruments.

    Support policy development and implementation concerning alternative investments and digital asset solutions, ensuring adherence to applicable regulations and alignment with industry best practices.

    Collaborate across Fidelity, partnering with Fund and Investment Operations, Compliance, Risk, Technology, and Digital Asset Management teams to ensure robust governance and operational controls.

    Engage with regulators and industry advocacy groups, contributing to Fidelity's Regulatory Coordination Program and shaping responses to proposals and rules.

    Help oversee third-party service providers and internal teams involved in fund accounting and administration for digital asset products and other alternative investments.

    The Expertise and Skills You Bring

    A minimum of 5+ years industry or equivalent experience

    Extensive knowledge and understanding of regulatory requirements that govern mutual funds, and alternative investments, including digital asset products

    Knowledge of operational risk management, internal controls, and governance processes.

    A motivated self-starter with exceptional research, analytical skills and problem-solving skills

    Outstanding verbal, written and formal presentations communication skills

    A team player with ability to make and effectively communicate decisions

    Ability to prioritize multiple tasks/initiatives and handle time-sensitive activities

    Certified public accounting certification (CPA) preferred

    Note: Fidelity is not providing immigration sponsorship for this position

    The Team

    The Asset Management Treasurers Office provides fiduciary oversight of Fidelity's funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds' Boards of Trustees in fulfilling their responsibilities to the Fidelity Funds. In addition to overseeing Fidelity's existing products, we also actively support Asset Management's efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation.

    The base salary range for this position is $89,000-$180,000 per year.

    Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

    Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

    We offer a wide 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. Note, the application window closes when the position is filled or unposted.

    Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

    Certifications: Category: Investment Operations Read Less
  • F
    Job Description: Job Title: Senior Manager, Asset Management - Financ... Read More
    Job Description: Job Title: Senior Manager, Asset Management - Financial Reporting, Accounting & Regulatory Policy

    The Role

    As a Senior Manager of Regulatory and Policy Oversight for Alternatives and Digital Assets in Asset Management's Treasurers Office, you will be essential in supporting emerging regulatory requirements, accounting and financial reporting policies for Fidelity's evolving alternative and digital asset products. This role blends strong regulatory and disclosure knowledge with a progressive perspective on new technologies and investment vehicles.

    In this role, you will:

    Monitor and analyze regulatory developments on topics related to alternative investments and blockchain-based investment structures and tokenized financial instruments.

    Support policy development and implementation concerning alternative investments and digital asset solutions, ensuring adherence to applicable regulations and alignment with industry best practices.

    Collaborate across Fidelity, partnering with Fund and Investment Operations, Compliance, Risk, Technology, and Digital Asset Management teams to ensure robust governance and operational controls.

    Engage with regulators and industry advocacy groups, contributing to Fidelity's Regulatory Coordination Program and shaping responses to proposals and rules.

    Help oversee third-party service providers and internal teams involved in fund accounting and administration for digital asset products and other alternative investments.

    The Expertise and Skills You Bring

    A minimum of 5+ years industry or equivalent experience

    Extensive knowledge and understanding of regulatory requirements that govern mutual funds, and alternative investments, including digital asset products

    Knowledge of operational risk management, internal controls, and governance processes.

    A motivated self-starter with exceptional research, analytical skills and problem-solving skills

    Outstanding verbal, written and formal presentations communication skills

    A team player with ability to make and effectively communicate decisions

    Ability to prioritize multiple tasks/initiatives and handle time-sensitive activities

    Certified public accounting certification (CPA) preferred

    Note: Fidelity is not providing immigration sponsorship for this position

    The Team

    The Asset Management Treasurers Office provides fiduciary oversight of Fidelity's funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds' Boards of Trustees in fulfilling their responsibilities to the Fidelity Funds. In addition to overseeing Fidelity's existing products, we also actively support Asset Management's efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation.

    The base salary range for this position is $89,000-$180,000 per year.

    Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

    Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

    We offer a wide 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. Note, the application window closes when the position is filled or unposted.

    Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

    Certifications: Category: Investment Operations Read Less
  • F
    Job Description: The RoleStrategic Advisers' Advisor Oversight Team pa... Read More
    Job Description:

    The Role

    Strategic Advisers' Advisor Oversight Team partners closely with Fidelity's investment management teams and key stakeholders to identify and mitigate risks associated with the engagement of external advisers within Fidelity investment products. The Advisor Oversight Program covers a breadth of asset classes and product structures. The team is looking to add a Senior Manager to support the Alternative Investment component of the program. Alternative Investments include private equity, private credit, private real assets (real estate and infrastructure) and hedge funds. Reporting to the Vice President, Advisor Oversight - Alternative Investments the individual will be responsible for the following activities:

    Support Alternative Investment due diligence and oversight programs covering a variety of private asset classes, hedge fund strategies and structures

    Create Board and Committee materials to support cross-functional program reporting and decision making for the Alternative Investment boards, committees and workgroups

    Review manager provided materials and questionnaire responses

    Participate in initial and ongoing operational due diligence engagements

    Engage with key partners and subject matter experts from Compliance, Legal, Treasurer's Office, Product, Operations, Finance and the Investment Team

    Evaluate control environments of potential investment advisors and managers

    Provide operational risk assessment of firms and products under consideration

    Assist with program documentation and maintenance

    Seek to identify opportunities for improvements in program and processes through technology solutions and/or process efficiency gains

    Team responsibilities include:

    Participate in initial operational due diligence with potential investment advisors and managers to evaluate their control environments and perform a thorough operational risk assessment of the firm and products under consideration

    Conduct ongoing monitoring activities to identify any material risks across the investment advisors and products, which include, but not limited to, coordination of the periodic questionnaire distribution and review across departments, oversight and assistance with collection and review of documents as needed

    Prepare reports and presentations used to support board, senior management, committee and stakeholder meetings

    The Expertise and Skills You Bring

    5+ years of working experience

    Bachelor's degree required

    Excellent verbal, written, and interpersonal communication skills

    Strong project management and relationship management skills

    Strong analytical skills with high attention to detail and accuracy, and strong organizational and problem-solving skills; ability to understand complex issues

    Demonstrated ability to own initiatives and see them through to completion

    Ability to work on multiple tasks and respond to shifts in priorities

    Experience working collaboratively with colleagues and other teams

    Operational Due Diligence experience at a bank, asset allocator, fund of funds, private fund or other investment platform is preferred

    Direct experience with Business Development Companies (BDC), Limited Partnerships, interval funds, tender offer funds and hedge fund structures across Alternative Investments and products is a plus

    Possess translatable experience in investment accounting/audit, compliance, or risk management at a financial institution

    This role will include a blend of at-home and in-office work. Learn more about how Fidelity has embraced Dynamic Working .

    Ability to travel up to 10% of the time

    Note: Fidelity will not provide immigration sponsorship for this position.

    The Team

    The Advisor Oversight Team partners closely with Fidelity's investment management teams and key stakeholders to identify and manage risks associated with the engagement of external advisers within Fidelity investment products. The Advisor Oversight Program covers a breadth of asset classes and product structures, including the growing Alternative Investment business. The team provides support and oversight of various aspects of Fidelity's registered and private funds and investment advisory services, including liquid alternatives, business development companies, hedge funds, private equity, hybrid funds, and insurance-related products. The team is also responsible for the illiquid manager oversight program. The team interacts frequently with Fidelity portfolio management teams and product development groups as well as Fidelity control partners, including Legal, Treasurer's Office, Risk, and Operations.

    The base salary range for this position is $85,000-171,000 USD per year.

    Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

    Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

    We offer a wide 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. Note, the application window closes when the position is filled or unposted.

    Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

    Certifications: Category: Investment Operations Read Less
  • F
    Job Description: Job Title: Senior Manager, Asset Management - Financ... Read More
    Job Description: Job Title: Senior Manager, Asset Management - Financial Reporting, Accounting & Regulatory Policy

    The Role

    As a Senior Manager of Regulatory and Policy Oversight for Alternatives and Digital Assets in Asset Management's Treasurers Office, you will be essential in supporting emerging regulatory requirements, accounting and financial reporting policies for Fidelity's evolving alternative and digital asset products. This role blends strong regulatory and disclosure knowledge with a progressive perspective on new technologies and investment vehicles.

    In this role, you will:

    Monitor and analyze regulatory developments on topics related to alternative investments and blockchain-based investment structures and tokenized financial instruments.

    Support policy development and implementation concerning alternative investments and digital asset solutions, ensuring adherence to applicable regulations and alignment with industry best practices.

    Collaborate across Fidelity, partnering with Fund and Investment Operations, Compliance, Risk, Technology, and Digital Asset Management teams to ensure robust governance and operational controls.

    Engage with regulators and industry advocacy groups, contributing to Fidelity's Regulatory Coordination Program and shaping responses to proposals and rules.

    Help oversee third-party service providers and internal teams involved in fund accounting and administration for digital asset products and other alternative investments.

    The Expertise and Skills You Bring

    A minimum of 5+ years industry or equivalent experience

    Extensive knowledge and understanding of regulatory requirements that govern mutual funds, and alternative investments, including digital asset products

    Knowledge of operational risk management, internal controls, and governance processes.

    A motivated self-starter with exceptional research, analytical skills and problem-solving skills

    Outstanding verbal, written and formal presentations communication skills

    A team player with ability to make and effectively communicate decisions

    Ability to prioritize multiple tasks/initiatives and handle time-sensitive activities

    Certified public accounting certification (CPA) preferred

    Note: Fidelity is not providing immigration sponsorship for this position

    The Team

    The Asset Management Treasurers Office provides fiduciary oversight of Fidelity's funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds' Boards of Trustees in fulfilling their responsibilities to the Fidelity Funds. In addition to overseeing Fidelity's existing products, we also actively support Asset Management's efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation.

    The base salary range for this position is $89,000-$180,000 per year.

    Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

    Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

    We offer a wide 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. Note, the application window closes when the position is filled or unposted.

    Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

    Certifications: Category: Investment Operations Read Less
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    Director, Alternative Investments  

    - Southlake
    Job Description: Director, Alternative InvestmentsNote: Fidelity is no... Read More
    Job Description:

    Director, Alternative Investments

    Note: Fidelity is not providing immigration sponsorship for this position

    The Role

    The Director of Alternative Investments is a member of an investment oversight team working on behalf of the charity and is responsible for working with external investment advisors to assess proposed investments in private equity, real estate, private credit, hedge fund, and other alternative and non-traditional investments. This individual will also manage a team of deal support professionals who are responsible for the timely and accurate intake and execution of these investments. This individual will be expected to work closely with internal partners, external fund managers, general partners, and custodial staff to support the timely execution of alternative investment transactions. This position requires strong expertise in alternative investments and their role in a diversified portfolio. This role also requires strong communication skills, attention to detail, positive professional attitude, and ability to work in a dynamic team environment.

    Manage a team of deal support professionals who are responsible for the timely and accurate intake and execution of alternative investments.

    Conduct due diligence reviews on proposed new alternative investments by applying a compliance-based lens against a set of established investment policies and guidelines.

    Provide transaction support and oversight through analyzing, onboarding, and maintaining complex, non-traditional investments that involve non-standard contracts, investment execution, wire instructions, valuation support, investment and operational due diligence reports, and documentation. Collaborate with internal legal and tax teams as needed to support a transaction.

    Works with management to identify and implement opportunities to mitigate risk, improve service quality and operating efficiency, and optimize costs.

    Serve as operational support for organizational strategic and departmental initiatives and projects.

    Support new and existing advisor and donor relationships though consultative and solution-oriented discussions with advisors, donors, and with internal stakeholders (relationship managers and fundraisers).

    Provide in-depth analysis of portfolio and fund performance, risk, cash flows, and underlying fund and company investments.

    Work collaboratively with internal auditors and other operation heads in developing and maintaining a strong control environment.

    The Expertise and Skills You Bring

    10+ years' experience in alternative investments or private markets front or middle office, or in an investments role with demonstrated ability to gain client trust.

    Demonstrated ability to lead a team; direct experience in people management preferred

    MBA or graduate degree in finance, economics, or related field

    CFA and/or CAIA, or progress towards these certifications is preferred.

    Strong understanding of alternative investments, including private equity, real estate, private credit, hedge funds, and other non-traditional investments

    Deep understanding of investment offering materials, including limited partnership agreements and subscription documents

    Experience with investment and operational due diligence.

    Strong analytical skills; excellent verbal and written communication skills

    Experience identifying and maintaining sound internal controls and data quality environment.

    Superb work ethic, attention to detail, team orientation, and commitment to excellence

    Strong interpersonal skills, and ability to form and maintain strong business relationships.

    Experience with Advent, Bloomberg and alternative investment third party services is a plus.

    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.

    Certifications: Category: Investment Operations

    Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

    Read Less
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    Job Description: Job Title: Senior Manager, Asset Management - Financ... Read More
    Job Description: Job Title: Senior Manager, Asset Management - Financial Reporting, Accounting & Regulatory Policy

    The Role

    As a Senior Manager of Regulatory and Policy Oversight for Alternatives and Digital Assets in Asset Management's Treasurers Office, you will be essential in supporting emerging regulatory requirements, accounting and financial reporting policies for Fidelity's evolving alternative and digital asset products. This role blends strong regulatory and disclosure knowledge with a progressive perspective on new technologies and investment vehicles.

    In this role, you will:

    Monitor and analyze regulatory developments on topics related to alternative investments and blockchain-based investment structures and tokenized financial instruments.

    Support policy development and implementation concerning alternative investments and digital asset solutions, ensuring adherence to applicable regulations and alignment with industry best practices.

    Collaborate across Fidelity, partnering with Fund and Investment Operations, Compliance, Risk, Technology, and Digital Asset Management teams to ensure robust governance and operational controls.

    Engage with regulators and industry advocacy groups, contributing to Fidelity's Regulatory Coordination Program and shaping responses to proposals and rules.

    Help oversee third-party service providers and internal teams involved in fund accounting and administration for digital asset products and other alternative investments.

    The Expertise and Skills You Bring

    A minimum of 5+ years industry or equivalent experience

    Extensive knowledge and understanding of regulatory requirements that govern mutual funds, and alternative investments, including digital asset products

    Knowledge of operational risk management, internal controls, and governance processes.

    A motivated self-starter with exceptional research, analytical skills and problem-solving skills

    Outstanding verbal, written and formal presentations communication skills

    A team player with ability to make and effectively communicate decisions

    Ability to prioritize multiple tasks/initiatives and handle time-sensitive activities

    Certified public accounting certification (CPA) preferred

    Note: Fidelity is not providing immigration sponsorship for this position

    The Team

    The Asset Management Treasurers Office provides fiduciary oversight of Fidelity's funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds' Boards of Trustees in fulfilling their responsibilities to the Fidelity Funds. In addition to overseeing Fidelity's existing products, we also actively support Asset Management's efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation.

    The base salary range for this position is $89,000-$180,000 per year.

    Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

    Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

    We offer a wide 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. Note, the application window closes when the position is filled or unposted.

    Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

    Certifications: Category: Investment Operations Read Less

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