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Fidelity Investments · 2 days ago

VP, Head of Investment Oversight

Roanoke, TX

Full-time

Hybrid

Director/Executive

15+ years exp

Fidelity Investments is a leading financial services corporation, and they are seeking a VP, Head of Investment Oversight to manage the Investment Oversight Team. The role involves ensuring prudent investment practices, overseeing trading activities, and providing support for investment decision-making while fostering relationships with internal and external stakeholders.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

No H1B

Responsibilities

Manage the Investment Oversight Team, which helps ensure that the assets of Fidelity Charitable are invested in a prudent manner and in line with investment policies and guidelines

Oversight of the investment portfolio holdings against established policies and guidelines

Execution and oversight of trading activity

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, as well as external advisors and donors on topics related to investment program capabilities, guidelines, and policies

Responsible for oversight of non-discretionary trading and the liquidation of certain securities contributions made by 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 though consultative and solution-oriented discussions with advisors, donors, and with internal stakeholders (relationship managers and fundraisers)

Work with management to 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

Work collaboratively 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

Adhere to Fidelity’s leadership principles

Qualification

Investment oversightTrading operationsPortfolio analysisRisk managementCFA certificationMBA in financeProject managementProblem resolutionProcess improvementAutonomyAdvent APXMorningstar DirectInterpersonal skillsCommunication skillsMentoringRelationship buildingDecision-makingPresentation skillsCollaboration

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