skillventory - A Leading Talent Research Firm

Director

• lead the Fund’s national grantmaking strategy
• manage a portfolio of 40+ grant relationships working across the country
• develop relationships with potential grantees
• complete grant diligence and assessments
• make grant recommendations and partner with grantees to set goals
• monitor progress toward those goals, and analyze and synthesize grant reports
• serve as a key representative of the Catalyst Fund across the national donor support ecosystem
• recommend revisions to the ongoing strategy and grantmaking priorities
• travel will be required for at least 25% of this role

Director of National Impact, Catalyst Fund

Communications

• Manages and leads a team of Communications Consultants (CCs)
• Responsible for client consulting, design and execution of benefits communication and education efforts
• Coaches high-level individual contributors on strategic consultation with clients
• Builds positive relationships with internal business partners and influences others to provide support
• Interacts with clients periodically to support CCs, help resolve issues, and compliance monitoring
• Brings innovative ideas and leads broad-based initiatives
• Recruits, leads, and develops a strong team
• Reviews key performance indicator metrics and trends

Vice President, Communications Consulting

Strategy

• Conduct competitive research to identify trends, opportunities, and threats in the workplace benefits space.
• Translate complex data into clear insights that inform decision-making across product, sales, and relationship management teams.
• Develop and communicate a strong point of view on market dynamics and implications for Fidelity.
• Build and maintain relationships with internal stakeholders and external research vendors.
• Transform large datasets and apply analytical techniques to uncover meaningful patterns and opportunities.
• Present findings through compelling written, verbal, and visual storytelling tailored to executive and cross-functional audiences.

Senior Manager, Market & Competitive Strategy

Full-stack Engineer

• Building and maintaining Fidelity’s brokerage platform order management and trade processing system
• Delivering low latency and high throughput trading solutions
• Working independently as well as collaboratively in a team environment
• Actively contributing to the improvement of engineering practices such as code and design reviews, cloud strategy, and build and deployment pipelines

Principal Full Stack Engineer

Cloud Engineer

• deliver software solutions which unlock the capabilities of Generative AI in the context of a professional domain such as finance
• help drive and deliver first-of-a-kind knowledge-based applications for investment professionals
• work in a fast-paced environment where the lag between conceptualization, research, development, and productionization is constantly shortening
• collaborate as part of a team to deliver the most amount of value in the least amount of time

Senior Software Engineer, Python, Oracle, AWS

Researcher

• research into mathematical techniques to improve the performance, net of taxes, of client portfolios and funds.
• design novel mathematical approaches to solve difficult portfolio optimization problems efficiently and reliably.
• work closely with research teams to understand the breadth and scope of their optimization problems, to correctly model them in a research environment.
• deliver heuristics and reformulations which allow solvers to quickly converge to optimal solutions for specific classes of such problems, for both taxable and non-taxable portfolios.
• partner with team members to direct the implementation of findings in the portfolio optimization system.

Quantitative Researcher, Portfolio Optimization

Operations

• Act as a steward of data assets used in risk management and portfolio construction
• Manage a quality services effort to respond to data quality issues in overnight feeds, enabling fast and seamless responses to upstream issues
• Update and verify the multi factor risk model inputs and outputs before delivery to clients
• Analyze systems and processes to find efficiencies and improve accuracy and timeliness of reporting
• Enable Fidelity Asset Management’s access to accurate, timely and relevant portfolio risk analytics, working closely with key technology and business partners to correct data quality issues at source

Senior Quantitative Operations Specialist

Vice President

• drive retention process leadership from contact through strategy, proposal, presentation, and successful client retention
• identify client needs and develop client-specific solutions
• own the retention sales efforts depending on the situation
• develop and manage relationships with Managing Directors, Plan Sponsors, and Sourcing Advisors
• supervise delivery of proposals to clients/consultants, including preparation of custom finals presentations employing visual storytelling concepts
• develop a full understanding of internal pricing, contracting, and operational requirements
• represent Fidelity Investments in the marketplace through various industry organizations and events
• provide timely, accurate, and concise analysis to senior management on retention status and performance

VP, Retention Executive – Retirement Services

Financial Planning and Analysis

• Support business case development, product analysis, and revenue performance insights
• Extract, transform, and validate data from Snowflake and other database/querying tools
• Partner with data analytics and business teams to ensure data accuracy and completeness
• Analyze key revenue streams, product performance, and business unit metrics
• Develop insights into drivers of revenue, cost, and profitability across products
• Source and structure data inputs required for forecasting and scenario modeling
• Identify opportunities to improve data quality, reporting, and analytical processes

Senior Financial Analyst

Advisor

• Lead the interactive process with associates who have disabilities as defined by the Americans with Disabilities Act and Amendments Act (ADAAA)
• Ensure compliance with ADAAA guidelines set forth by the Equal Employment Opportunity Commission (EEOC)
• Collaborate with key stakeholders—including Legal, Business Unit HR, Corporate Technology, and others—to influence decision-making and implement tailored solutions
• Contribute to strategic efforts that promote accessibility and inclusion across the organization

Accommodation Advisor

Billing Specialist

• You will have responsibilities covering all aspects of billing and expense operations supporting client and fund fee processes.
• You will work closely with associates across the business and act as a primary contact for daily operational needs, while providing direction, leadership, and support in collaboration with partners across the organization.
• This role is an individual contributor position at the manager level and requires a hands-on approach to executing complex billing activities, including management and performance fee calculations, while helping to enhance processes and controls.
• In addition to operational responsibilities, you will contribute to improving workflows, supporting key initiatives, and collaborating with internal teams including Fund Accounting, Institutional Client Services, Corporate Accounting, and more.
• Provide guidance and expertise in billing processes, including client invoicing and fund-level management and performance fee calculations.
• Perform detailed review of fee calculations, allocations, and supporting financial data.
• Support implementation and enhancement of operational processes and procedures.
• Coordinate and manage workflows associated with monthly and quarterly deliverables.
• Evaluate systems, processes, and reporting for efficiency and effectiveness.
• Coordinate testing of system or process enhancements and communicate results.
• Provide functional expertise, problem resolution, analysis, and reporting across billing and expense activities.
• Ensure deliverables are completed within established timelines and in accordance with policies and controls.
• Identify risks and ensure appropriate controls are in place and operating effectively.
• Collaborate with stakeholders to improve processes and drive operational efficiency.

Manager, Billing & Expense

Business Analyst

• Assist the Configuration Management CoE, with a strong focus on Common Service Data Model (CSDM) implementation
• Support CMDB updates and analysis, and drive CSDM adoption across IT configuration data
• Engage with strategic projects to ensure Configuration Management can deliver required functionality within project timeframes
• Mentor the organization on CM services, concepts, policies, and procedures

Principal Configuration Management Analyst – CSDM

Events

• Deliver outstanding event experiences for the firm’s associates, clients, and prospects
• Experienced in project management, including creating and handling budgets, creating timelines and work plans
• Leading planning meetings and collaborating with business partners to drive toward results
• Keep stakeholders informed
• In command of sophisticated event logistics, including sourcing and handling speakers and vendors, and crafting production schedules
• Skilled at producing both in-person and virtual experiences
• Comfortable with digital environments and have a proven track record of crafting high quality events using various technology platforms
• Serve as an event project manager, crafting timelines, organizing planning meetings, collaborating with business partners
• Consult with senior management and colleagues regarding event strategy, objectives and program goals; making recommendations to achieve maximum impact for minimal spend
• Collaborate with the marketing, communications and product groups to ensure appropriateness of branding
• Design engaging relevant event experiences that resonate with attending audiences and achieve key business objectives

Senior Manager, Meetings & Events

Systems Engineer

• As a Principal System Analyst in Quantitative Research and Investments Technology, you blend investment management and technical expertise with a passion for delivering results.
• You are the end-to-end gatekeeper of the team mission, strategy, and tactical execution associated with delivering on strategic priorities.
• In an agile structure, you will partner with other Fidelity leaders to influence the broader strategic decisions, roadmaps, and resource requirements, set and refine the mission, and bring together a team to execute on specific product features.
• You will ensure alignment on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog.
• You will enable team members to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success.
• You are committed to developing your own expertise and knowledge to ensure you bring the latest thinking to your role.
• Defining, refining, and communicating the teams’ mission and roadmap to empower and establish team and partner support and alignment.
• Anticipating, discovering through ongoing interaction with, and prioritizing client / partner needs to serve as their voice and guide execution of the team
• Defining, evaluating, and communicating results against acceptance criteria
• Inspecting and evaluating progress, and removing impediments
• Measuring performance against established objectives that deliver on agreed upon business, technology, and people results
• Collaborating and coordinating with Technical Leads and Project Managers to establish team capacity and capability and enabling team member growth, development, and learning.
• Making informed trade-off decisions to strike the right balance between quality, cost, and timelines
• Scaled up ideas which would further business objectives and capabilities

Principal Systems Analyst

• Help with content development
• Communications measurement
• Event coordination
• Media relations
• Ad hoc projects that advance key business priorities through effective communications