Director, Investment Oversight Note: Fidelity is not providing immigration sponsorship for this position The Role In this role you will lead the Investment Oversight Team , ensuring that the assets ...
Director, Investment Oversight Note: Fidelity is not providing immigration sponsorship for this position The Role In this role you will lead the Investment Oversight Team , ensuring that the assets ...
Director, Investment Oversight Note: Fidelity is not providing immigration sponsorship for this position The Role In this role you will lead the Investment Oversight Team , ensuring that the assets ...
Director, Investment Oversight Note: Fidelity is not providing immigration sponsorship for this position The Role In this role you will lead the Investment Oversight Team , ensuring that the assets ...
Investment Analyst
Raleigh, NC · On-site
$70 - $100/hr
The North Carolina Investment Authority (NCIA) is a new independent state agency, governed by a Board of Directors chaired by the State Treasurer, tasked with investing North Carolina's $144 billion ...
New
Investment Analyst
Raleigh, NC · On-site
$70 - $100/hr
The North Carolina Investment Authority (NCIA) is a new independent state agency, governed by a Board of Directors chaired by the State Treasurer, tasked with investing North Carolina's $144 billion ...
New
Investment Analyst
Raleigh, NC · On-site
$70 - $110/hr
The North Carolina Investment Authority (NCIA) is a new independent state agency, governed by a Board of Directors chaired by the State Treasurer, tasked with investing North Carolina's $144 billion ...
New
Investment Analyst
Raleigh, NC · On-site
$70 - $110/hr
The North Carolina Investment Authority (NCIA) is a new independent state agency, governed by a Board of Directors chaired by the State Treasurer, tasked with investing North Carolina's $144 billion ...
New
Sr. Investment Accountant
Durham, NC · Hybrid
$71K - $89K/yr
This role reports to the Director of Investment Reporting, and is a hybrid working opportunity, required to be onsite 3 days a week at our Durham, NC headquarters. What You Will Do: * Maintain our ...
Sr. Investment Accountant
Durham, NC · Hybrid
$71K - $89K/yr
This role reports to the Director of Investment Reporting, and is a hybrid working opportunity, required to be onsite 3 days a week at our Durham, NC headquarters. What You Will Do: * Maintain our ...
Senior Investment Analyst
Clayton, NC · On-site
$90 - $120/hr
Medical
Dental
Vision
Life
Retirement
PTO
... investment lifecycle for DPM US, helping enable effective capital allocation and portfolio ... Relationships Reports to Director or above. Interacts with project sponsors, leadership teams ...
New
Senior Investment Analyst
Clayton, NC · On-site
$90 - $120/hr
Medical
Dental
Vision
Life
Retirement
PTO
... investment lifecycle for DPM US, helping enable effective capital allocation and portfolio ... Relationships Reports to Director or above. Interacts with project sponsors, leadership teams ...
New
Treasury Director
Raleigh, NC · On-site
$160 - $200/hr
Medical
Dental
Vision
PTO
The Treasury team plays a critical role in supporting investment operations, capital management ... Direct experience managing custody and trust accounts * Strong understanding of liquidity ...
Treasury Director
Raleigh, NC · On-site
$160 - $200/hr
Medical
Dental
Vision
PTO
The Treasury team plays a critical role in supporting investment operations, capital management ... Direct experience managing custody and trust accounts * Strong understanding of liquidity ...
Senior Investment Analyst
Clayton, NC · On-site
$72K - $90K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Relationships Reports to Director or above. Interacts with project sponsors, leadership teams ... Act as a finance partner supporting investment decision-making at Novo Nordisk by providing ...
Senior Investment Analyst
Clayton, NC · On-site
$72K - $90K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Relationships Reports to Director or above. Interacts with project sponsors, leadership teams ... Act as a finance partner supporting investment decision-making at Novo Nordisk by providing ...
Director, Underwriting and Closings CAHEC is a non-profit community investment organization based in Raleigh, NC, dedicated to expanding access to affordable housing and creating life-changing ...
Director, Underwriting and Closings CAHEC is a non-profit community investment organization based in Raleigh, NC, dedicated to expanding access to affordable housing and creating life-changing ...
Director, Underwriting and Closings CAHEC is a non-profit community investment organization based in Raleigh, NC, dedicated to expanding access to affordable housing and creating life-changing ...
Director, Underwriting and Closings CAHEC is a non-profit community investment organization based in Raleigh, NC, dedicated to expanding access to affordable housing and creating life-changing ...
Director, Underwriting and Closings CAHEC is a non-profit community investment organization based in Raleigh, NC, dedicated to expanding access to affordable housing and creating life-changing ...
Director, Underwriting and Closings CAHEC is a non-profit community investment organization based in Raleigh, NC, dedicated to expanding access to affordable housing and creating life-changing ...
Director, Contracts Manager
Durham, NC · On-site
Director, Strategic Contracts Note: Fidelity is not providing immigration sponsorship for this ... 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities ...
Director, Contracts Manager
Durham, NC · On-site
Director, Strategic Contracts Note: Fidelity is not providing immigration sponsorship for this ... 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities ...
Director, Contracts Manager
Durham, NC · On-site
Director, Strategic Contracts Note: Fidelity is not providing immigration sponsorship for this ... 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities ...
Director, Contracts Manager
Durham, NC · On-site
Director, Strategic Contracts Note: Fidelity is not providing immigration sponsorship for this ... 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities ...
Senior Investment Analyst
Clayton, NC · On-site
$72K - $90K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Relationships Reports to Director or above. Interacts with project sponsors, leadership teams ... Act as a finance partner supporting investment decision-making at Novo Nordisk by providing ...
Senior Investment Analyst
Clayton, NC · On-site
$72K - $90K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Relationships Reports to Director or above. Interacts with project sponsors, leadership teams ... Act as a finance partner supporting investment decision-making at Novo Nordisk by providing ...
Senior Investment Analyst
Clayton, NC · On-site
$72K - $90K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Relationships Reports to Director or above. Interacts with project sponsors, leadership teams ... Act as a finance partner supporting investment decision-making at Novo Nordisk by providing ...
Senior Investment Analyst
Clayton, NC · On-site
$72K - $90K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Relationships Reports to Director or above. Interacts with project sponsors, leadership teams ... Act as a finance partner supporting investment decision-making at Novo Nordisk by providing ...
Manager, Investment Reporting
Durham, NC · On-site
$134K/yr
This role reports to the Director of Investment Reporting and is a hybrid position, requiring onsite presence 3 days per week at our Durham, NC headquarters. What You Will Do: * Lead and manage team ...
Manager, Investment Reporting
Durham, NC · On-site
$134K/yr
This role reports to the Director of Investment Reporting and is a hybrid position, requiring onsite presence 3 days per week at our Durham, NC headquarters. What You Will Do: * Lead and manage team ...
Director, Fund Management
Raleigh, NC · On-site
Director, Fund Management CAHEC is a leading community investment company specializing in tax credit syndication (equity and debt), preservation, general partnerships, property management, and ...
Director, Fund Management
Raleigh, NC · On-site
Director, Fund Management CAHEC is a leading community investment company specializing in tax credit syndication (equity and debt), preservation, general partnerships, property management, and ...
Director, Fund Management
Raleigh, NC · On-site
Director, Fund Management CAHEC is a leading community investment company specializing in tax credit syndication (equity and debt), preservation, general partnerships, property management, and ...
Director, Fund Management
Raleigh, NC · On-site
Director, Fund Management CAHEC is a leading community investment company specializing in tax credit syndication (equity and debt), preservation, general partnerships, property management, and ...
Director, Fund Management
Raleigh, NC · Hybrid
Director, Fund Management CAHEC is a leading community investment company specializing in tax credit syndication (equity and debt), preservation, general partnerships, property management, and ...
Director, Fund Management
Raleigh, NC · Hybrid
Director, Fund Management CAHEC is a leading community investment company specializing in tax credit syndication (equity and debt), preservation, general partnerships, property management, and ...
Director, Fund Management
Raleigh, NC · Hybrid
Director, Fund Management CAHEC is a leading community investment company specializing in tax credit syndication (equity and debt), preservation, general partnerships, property management, and ...
Director, Fund Management
Raleigh, NC · Hybrid
Director, Fund Management CAHEC is a leading community investment company specializing in tax credit syndication (equity and debt), preservation, general partnerships, property management, and ...
Investment Director information
What does an investment director do?
An Investment Director is a senior professional responsible for overseeing and managing investment portfolios, making high-level decisions about asset allocation, and directing investment strategies. They analyze market trends, evaluate potential investments, and work closely with analysts and portfolio managers to maximize returns for clients or their organization. Investment Directors also play a key role in client relationships, risk management, and ensuring compliance with financial regulations.
What skills and qualifications are needed to be an investment director?
To thrive as an Investment Director, you need deep expertise in financial analysis, portfolio management, and market strategy, typically supported by a finance-related degree and significant industry experience. Familiarity with financial modeling tools, Bloomberg terminals, and often certifications like the CFA are essential for making informed investment decisions. Strong leadership, negotiation abilities, and effective communication skills set top performers apart in this field. These capabilities ensure sound investment choices, foster trust with stakeholders, and drive successful portfolio growth.
How does an investment director collaborate with portfolio managers and analysts?
An Investment Director plays a central role in coordinating with portfolio managers and analysts to develop and implement investment strategies. They frequently review research findings, discuss market trends, and oversee the due diligence process for potential investments. This role involves leading investment committee meetings, providing guidance on asset allocation, and ensuring that all decisions align with the firm’s objectives and risk tolerance. Effective communication and leadership skills are crucial, as the Investment Director often acts as a bridge between senior management and the investment team to drive performance.
What is the difference between Investment Director vs Portfolio Manager?
| Aspect | Investment Director | Portfolio Manager |
|---|---|---|
| Credentials | Typically requires CFA, MBA, or similar | Often CFA or related certifications, with relevant experience |
| Work Environment | Strategic leadership, overseeing investment teams | Managing specific investment portfolios, analyzing assets |
| Employer & Industry Usage | Used in asset management firms, private equity, and investment banks | Common in asset management, mutual funds, hedge funds |
| Search & Comparison Intent | Understanding senior investment roles, strategic oversight | Managing investments, asset allocation, performance |
Investment Directors focus on strategic leadership and overseeing investment teams, while Portfolio Managers handle day-to-day asset management and investment decisions. Both roles require similar credentials but differ in scope and responsibilities within the investment industry.
What are the most commonly searched types of Investment jobs in Raleigh, NC?
The most popular types of Investment jobs in Raleigh, NC are:
What job categories do people searching Investment Director jobs in Raleigh, NC look for?
The top searched job categories for Investment Director jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Investment Director jobs?
Cities near Raleigh, NC with the most Investment Director job openings:
Full-time
Re-posted 14 days ago
Fidelity Investments rating
8.7
Based on 272 frontline employees who took The Breakroom Quiz
16th of 150 rated financial services
Job description
Director, Investment Oversight
Note: Fidelity is not providing immigration sponsorship for this position
The Role
In this role you will lead the Investment Oversight Team, ensuring that the assets of Fidelity Charitable, including individual securities, long-only funds, and an array of alternative investments, are invested in a prudent manner and in line with investment policies and guidelines. Further, maintaining adequate liquidity for grantmaking and other obligations is critical to our mission: to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective.
This team provides subject matter expertise and is the primary point of contact for internal cross-functional business partners and for external advisors and donors seeking pertinent information regarding our investment program capabilities, guidelines, and policies.
You will lead, develop and guide a team of 2-3 associates to fulfill the following responsibilities:
- Ensure effective and timely execution of oversight responsibilities.
- Strengthen existing investment monitoring capabilities and analyses.
- Prepare reports and research for Board of Trustees, senior management, and other key constituencies.
- Foster strong, collaborative relationships with internal and external stakeholders.
- Cultivate a sense of partnership and collaboration while supporting an inclusive and respectful work environment.
- Mentor and develop team members to reach their full potential while adhering to Fidelity's leadership principles.
The Expertise and Skills You Bring
Required
- Degree in Finance, Investments, Accounting, or a related field.
- 10-12 years of experience developing guidelines and monitoring complex, multi-asset investment portfolios.
- Experience conducting and evaluating performance measurement and attribution of active managed portfolios.
- 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 boards.
- Experience leading a team of successful associates, including mentoring and career development.
- Solid understanding of performance measurement, attribution, and evaluation.
- Outstanding decision-making and problem resolution skills in a complex, cross-function business environment.
- Demonstrated relationship building and influencing capabilities.
- Excellent written and oral communication skills.
- Strong project-management skills; can think end-to-end about processes and workflows.
- Experience re-engineering processes and maintaining detailed documentation.
Preferred
- Advanced degree and/or certification, e.g., CFA/CAIA Charter (or progress toward)
- Experience with proxy voting and class actions.
- Experience with investment management systems such as Morningstar Direct. Bloomberg, BARRA, Aladdin, etc.
The Team
Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits - and increased charitable impact - of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization's employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
Pembroke Real Estate
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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