Fidelity Bank · 4 months ago
VP, Head of Investment Oversight
Westlake, TX
Full-time
Hybrid
Director/Executive
15+ years expFidelity Bank is seeking a VP, Head of Investment Oversight to manage the Investment Oversight Team, ensuring that assets are invested prudently and in line with policies. The role involves overseeing trading activity, investment data, and serving as a primary contact for internal and external stakeholders regarding investment program capabilities.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
No H1B
Responsibilities
Manage the Investment Oversight Team, ensuring that the assets of Fidelity Charitable are invested in a prudent manner and in line with investment policies and guidelines
Oversee the investment portfolio holdings against established policies and guidelines
Execute and oversee trading activity
Develop investment data, reporting strategy, and investment decision support tools
Serve as subject matter experts and the primary point of contact for internal cross-functional business partners, external advisors, and donors
Define and communicate the direction and multi-year strategy of the oversight, trading, and reporting teams
Work across the organization to influence outcomes and gain alignment on initiatives
Set standards of care, policies, and guidelines that will drive the work of the team
Provide managerial oversight of the team, including the establishment of controls and reporting
Support new and existing advisor and donor relationships through consultative and solution-oriented discussions
Identify and implement opportunities to improve service quality and operating efficiency, optimize costs, and mitigate operational risk
Serve as the main point of contact for organizational strategic and departmental initiatives and projects related to investment oversight
Collaborate with internal auditors and other operation heads in developing and maintaining a strong control environment
Build and strengthen relationships with internal and external stakeholders
Cultivate a sense of partnership and collaboration
Support an inclusive and respectful work environment
Mentor and develop team members to their full potential
Qualification
Required
15+ years' experience in investment oversight, operations, and trading
MBA or graduate degree in finance, economics, or related field
Demonstrated experience setting multi-year strategies for a functional team, working across an organization to gain trust and alignment with other senior leaders
Strong intrapersonal skills, building and strengthening relationships, influencing without authority
Proven experience leading a team of successful professionals, including mentoring and career development
Experience with compliance and risk management work
Experience conducting analysis of portfolio asset allocation, performance, and attribution, in context of investment policy statements and guidelines
Experience with capital markets, including institutional trading in various markets and venues, and analysis of trading metrics
In-depth understanding of public equities, fixed income, international, and derivatives markets. Understanding of alternative investments and their role in a well-diversified portfolio
Experience with the creation of investment reporting to senior leadership and/or boards
Experience presenting detailed portfolio overviews to senior leadership, including market commentary, allocation decisions, attribution and performance
Outstanding decision-making and problem resolution skills, including account remediation plans, and the ability to operate and collaborate with a high level of autonomy
Demonstrated relationship building and influence capabilities
Excellent written and oral communication skills
Strong project-management skills; can think end-to-end about processes and workflows. Experience documenting and improving processes and procedures. Experience preparing and communicating strategic plans, project updates, and detailed metrics
Preferred
CFA and/or CAIA, or progress towards these certifications is preferred
Experience with Advent APX and Morningstar Direct is a plus
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
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