About the position
Responsibilities
• Develop and implement alternative investment strategies that align with the organization's goals and donor expectations.
• Conduct thorough due diligence and manager selection for alternative investments.
• Collaborate with the fundraising and PDG team to create compelling investment narratives for advisors and donors.
• Present alternative investment opportunities to donors, highlighting potential benefits and risks.
• Serve as the primary point of contact for donors, advisors and home office teams regarding alternative investments.
• Build and maintain strong relationships with donors and advisors, providing regular updates and addressing any concerns.
• Work closely with the Programs and Investment team to ensure investment strategies are effectively implemented and communicated back to advisors and donors.
• Provide insights based on market trends, macro-economic outcomes and investment performance.
• Communicate financial due diligence including fee structure, valuation methods and various liquidity terms.
• Partner with Programs and Investments on offering documents, regulatory filings and ensure compliance and alignment of donor's risk profile.
• Monitor the performance of alternative investments and report on key metrics to donors, advisors and internal stakeholders.
• Develop tools and systems for tracking and analyzing investment performance.
Requirements
• Bachelor's degree in finance, Economics, Business, or a related field; advanced degrees or certifications (e.g., CFA) are a plus.
• Minimum of 7-10 years of experience in alternative investments, with a track record of successful client engagement and investment strategy development.
• Extensive knowledge of alternative investments, including private equity, hedge funds, real assets, and more.
• Strong communication and interpersonal skills to effectively engage with donors, advisors, home office product managers and internal teams across Fidelity.
• Ability to analyze complex investment data and provide actionable insights.
• Capability to develop and discuss long-term investment strategies that align with organizational goals.
• Proven ability to work collaboratively across different teams and departments.
• Familiarity with investment analysis tools and software.
Nice-to-haves
• Advanced degrees or certifications (e.g., CFA) are a plus.
Benefits
• Hybrid working model that blends onsite and offsite work experiences.
• Opportunity to work in a leading public charity organization.
• Engagement with a diverse range of philanthropic goals and charitable organizations.
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