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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 Director to support the Alternative Investments 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 the development of a best-in-class Alternative Investments due diligence and oversight programLead initial and ongoing operational due diligence and oversight for funds investing in private asset products, such as private equity, private debt and private real estate; and investment advisors managing alternatives products and fundsDevelop Board and Committee materials to support cross-functional program reporting and decision making for the Alternative Investment boards, committees, working groups and senior leadershipCollaborate with key partners and subject matter experts from Compliance, Legal, Risk, Treasurers Office, Finance, Product, Operations and the Investment Team to support the due diligence and oversight processEvaluate control environments of potential investment advisors and managersProvide operational risk assessment of firms and products under considerationEnhance, expand and maintain program documentationSeek to identify opportunities for improvements through technology solutions and/or process efficiency gains

Team responsibilities include:

Lead 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 investment advisors and products. The activities include, but are not limited to, coordinating the distribution of periodic questionnaires, reviewing submitted material and responses and engaging key partners as neededPrepare reports and presentations used to support board, senior management, committee and stakeholder meetings.Foster and develop a collaborative and dynamic team environment

The Expertise and Skills You Bring

Bachelor's degree required plus 8+ years of working experienceDirect experience with Business Development Companies (BDC), Limited Partnerships, interval funds, tender offer funds and hedge fund structures across Alternative Investments and products preferredOperational Due Diligence experience at a bank, asset allocator, fund of funds, or other investment platform is preferredStrong project management and relationship management skillsExcellent verbal, written, and interpersonal communication skillsStrong 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 completionPossess translatable experience in investment accounting/audit, compliance, or risk management at a financial institution Ability to simultaneously identify, prioritize and address multiple issues and quickly respond to shifts in priorities.Experience working collaboratively with business, distribution, service providers, Risk, Legal, and Compliance teamsAbility to travel up to 25% 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 Investments 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 private asset and hedge fund oversight programs. 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 $103,000-211,000 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

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

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

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.

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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 each and every night! With no or limited weekends required

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

Positions also available in Aledo, Anna, Celina, Krugerville, Irving and Justin!

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 Requirements

What We Would Like From You

21+ years old Valid Commercial Drivers 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 from other BURNCO Plants based on business needs Commitment to safety, customer service and teamwork Benefits

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) Safety Bonuses up to $1200 Paid Annually 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 5 Day Work Week - Work During The Week And Take Weekends Off 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

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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