VP, Head of Investment Oversight

Fidelity(1 month ago)

HybridFull TimeExecutive$164,518 - $215,617 (estimated)Investment Operations

About this role

The VP, Head of Investment Oversight at Fidelity Charitable leads the Investment Oversight Team responsible for ensuring the charity’s assets are invested prudently and in accordance with policy. The role sets multi-year strategy and standards for oversight, trading, and reporting, and serves as the primary internal and external contact for investment program capabilities and guidelines.

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Required Skills

Investment Oversight
Trading Oversight
Investment Reporting
Risk Management
Portfolio Analysis
Stakeholder Management
Team Leadership
Project Management
Compliance
Communication

Qualifications

MBA or Graduate Degree
CFA
CAIA

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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