skillventory - A Leading Talent Research Firm

Accountant

• Reconcile banking transactions and prepare journal entries in accordance with US GAAP
• Calculate and assist with capital calls, distributions, and investor allocations
• Track portfolio investments and cash activity
• Support preparation for quarterly and annual financial reporting, including schedules and support for footnotes
• Assist with audit and tax results, including preparation of support for K‑1 reporting and results
• Support client service team by preparing accurate and timely results
• Maintain fund and investor data within fund administration systems
• Coordinate internally to ensure deadlines and client expectations are met
• Escalate issues and questions appropriately to senior team members

Fund Accountant – VC Fund Administration

Compliance

• assess the impacts of new products, investment capabilities, and regulatory changes to the AMC operating model.
• build, lead, and support implementation plans that ensure readiness across all functional areas within AMC while representing AMC with product and regulatory facing business partners across Fidelity.
• design, build, and maintain robust product and regulatory intake, implementation, and metrics reporting tools to drive and support collaboration, readiness, and transparency.
• lead or support a variety of initiatives with a focus on emerging lines of business, such as digital assets and alternative products.
• build and maintain strong working relationships with Fidelity senior management and initiative stakeholders, providing timely awareness of key risks, issues, and results across AMC and with key Asset Management leaders and business partners.

Senior Advisor, Asset Management Compliance

Account Executive

• drive adoption of Workplace Giving solutions through consultative engagement with plan sponsors, advisors, and internal partners
• partner with employers to design and implement philanthropic programs that enhance employee engagement and maximize charitable impact
• position the value of Fidelity’s integrated philanthropic solutions—including giving, matching, volunteering, and donor-advised fund capabilities
• build and execute territory plans, develop a strong pipeline, and contribute to overall sales growth
• leverage market insights and client feedback to strengthen positioning and generate demand
• demonstrate disciplined execution through strong preparation, follow-up, and relationship management
• collaborate with Fidelity Charitable® and Fidelity Philanthropic Consulting to deliver a comprehensive, integrated solution that streamlines giving and improves impact

VP, Workplace Giving Account Executive

Financial Planning and Analysis

• Use your life experience to connect personally with clients and lead them on a path of financial security
• Provide appropriate investment solutions to existing clients and help expand the acquisition of new customers.

Financial Consultant

Recruitment

• Partner with hiring managers in specific business units and understand their staffing needs.
• Successfully deliver high quality candidates for temporary openings.
• Source, interview and place contingent workers across multiple disciplines including technology, professional and administrative.
• Provide hiring subject matter expertise to managers with regards to the internal and external employment market trends.
• Maintain deep knowledge of their business objectives and workforce plans.
• Build and maintain relationships with previous workers and see opportunities to redeploy them.
• Operationalize independent navigation of ambiguity and make recommendations to refine the selection process ensuring projects stay on-track.

Recruiter – Technology

Platform Engineer

• Join our dynamic team at Fidelity Investments
• Work in a collaborative, open, and transparent culture
• Improving technology associates' effectiveness and job satisfaction

Manager

• Consult/working with clients and fintechs to develop Integration use cases
• Build roadmaps and implement integrations
• Deploy APIs & SSO, Transmissions, connectivity
• Monitor test environments, triage issues
• Create test data and assist clients in performing testing in the test environments
• Blend deep product knowledge and consultation skills to complete deliverables within the product deployment phase
• Focus on continuous improvement and cultivate mutually beneficial relationships with internal and external stakeholders