skillventory - A Leading Talent Research Firm

Director

• Providing philanthropic guidance with the goal of retaining and deepening relationships
• Developing their philanthropic strategy, helping to engage their family in giving, working through complex grant recommendations, assisting them with navigating internal systems and procedures
• Connecting them to like-minded peers for learning opportunities, or providing resources and tools to better navigate the philanthropic landscape
• Representing Fidelity Charitable and the Private Donor Group in meetings, events, or conferences with sector partners and donors
• Articulating the full suite of Fidelity Charitable products and services to donors such as Direct International Grant Program, Charitable Investment Advisor Program, and DonorFlex
• Educating Private Donor Group donors on emerging trends in the broader philanthropy landscape, innovative funding approaches with DAFs, best practices, and evolving philanthropic models
• Facilitating in-depth individual or multi-generational meetings resulting in shared values and philanthropic purpose that lead to impactful grantmaking
• Coordinating across other teams to ensure donor satisfaction
• Working alongside the Donor Effectiveness and Philanthropic Research teams, research and develop materials to engage high net worth donors on grantmaking
• Participating in meetings and site visits with nonprofits, philanthropic firms and foundations
• Collaborating with others to design, coordinate, and facilitate learning communities that provide donors with an opportunity to share best practices, identify common challenges, and develop new practices

Director – Philanthropic Strategies

SDET

• Developing and maintaining automated suites of tests to assess product quality and release readiness
• Conduct manual testing
• Train squads on test management
• Collaborate with the team on improving test coverage and overall application health

Senior Software Engineer in Test

Consultant

• provide a wide range of consultation, analytics, and strategic support
• conducting consultative analytics and crafting executive level recommendations for organizational collaborators and line finance
• provide a broad range of ad hoc analytical support to business partners
• offer mentorship to team members
• deliver analyses and insights that drive business planning and ongoing decision making
• find opportunities to streamline work processes to make the team more efficient and effective

Consultant, Business Analysis

Financial Crime

• Support real-time fraud detection and prevention strategies
• Apply analytical techniques to large-scale datasets
• Utilize vendor tools to detect and mitigate scam events
• Define processed and optimize overall detection strategy for fraud
• Collaborate with stakeholders to advance strategies that reduce scam risk

Analyst, Fraud Detection and Analytics

Product Designer

• Leverage customer insights to form a strong point of view on product direction and design opportunities
• Lead research and discovery initiatives to fill knowledge gaps and inform decision-making when data is scarce
• Champion customer centricity across the organization, transforming cross-functional partners into advocates for the user
• Align design solutions with core business needs , KPIs, and strategic outcomes to ensure measurable impact
• Collaborate closely with product managers to iteratively shape product strategy, balancing innovation with time and scope constraints
• Partner with engineering to deliver feasible implementation specs, review work in progress, and iterate based on technical feedback
• Continuously refine our design processes and tooling within the product and engineering pipelines to improve efficiency and broaden impact
• Serve as the design lead on medium-to-large projects, designing concepts from early sketches to polished visual mock ups
• Deliver final design mocks and detailed specifications to development teams to ensure high-quality execution
• Translate design solutions into clear product requirements that bridge the gap between user needs and technical implementation
• Facilitate key design sessions to incorporate feedback, generate alignment, and secure buy-in from leadership

Manager

• Provide strategic leadership across all private asset pricing activities, setting direction and ensuring consistent application of valuation frameworks across asset classes.
• Manage onboarding of new investments and fund launches, partnering closely with internal and external stakeholders to assess risk, establish controls, and implement effective pricing and validation procedures.
• Develop and mentor associates, strengthening their technical skills, critical judgment, and overall professional development through coaching, feedback, and ongoing support.
• Oversee financial reporting deliverables, ensuring all outputs are accurate, complete, and delivered within required timeframes.
• Integrate information from multiple groups, including Fund Accounting, Portfolio Management, Custody Operations, Investment Operations, and market/pricing vendors to support accurate and defendable valuations.
• Evaluate and enhance processes, developing and executing pricing validation techniques while identifying opportunities to streamline workflows and strengthen controls.
• Participate in nightly NAV review rotations, ensuring final NAV dissemination is complete, accurate, and communicated to all stakeholders.
• Exercise sound escalation judgment, identifying issues early, escalating appropriately, and driving to full resolution with no degradation in service quality.

Manager, Fund Pricing

Analyst

• Overseeing and reviewing daily team deliverables
• Ensuring all SLAs are met, and daily work is completed accurately and on time
• Serving as an escalation point for business partners regarding inquiries and daily tasks
• Identifying and recommending process and reporting improvements
• Monitoring internal controls and proactively addressing potential risks
• Proving oversight and support for team initiatives
• Owning incident follow-up activities as well as updates to controls and processes

Senior Corporate Actions Analyst

• supports the Company’s state and local income tax compliance, reporting, and controversy activities
• responsible for preparing and reviewing state tax workpapers and filings, resolving notices, and assisting with tax accounting and legislative analysis
• works closely with team members, internal partners, and external advisors to ensure accurate, timely, and compliant state tax reporting
• plays a key role in supporting the Company’s state and local income tax compliance, planning, and controversy activities
• responsible for preparing and reviewing state income tax workpapers, returns, estimates, and extensions, as well as assisting with effective tax rate calculations and book ‑ to ‑ tax analyses
• support the resolution of state tax notices and audits, research and monitor legislative developments, and help communicate potential impacts to internal stakeholders
• expected to exercise sound judgment, apply technical knowledge, and take ownership of assigned workstreams while continuing to build broader business and tax acumen
• offers meaningful exposure to both compliance and tax planning, as well as opportunities to contribute to process improvements, documentation, and technology ‑ enabled efficiencies within the state tax function.

Senior Tax Analyst – State Income Tax

Cloud Engineer

• Utilize strong Cloud experience to develop solutions in support of Fidelity Brokerage Recordkeeping Technology
• Work on an exceptionally talented team to build cloud native applications and solutions
• Navigate and manage technical complexities while developing secure and scalable solutions for our customers
• Be a key member of the Shared Services Engineering team responsible for building composite APIs, tools, and frameworks for cloud solutions
• Provide support to the Fidelity Brokerage Recordkeeping development community for the products and platforms created by Shared Services Engineering.

Senior Cloud Engineer

Vice President

• As an integral part of the Quantitative Research and Investing (QRI) group, the Mosaic team is responsible for the portfolio optimization system used for both quant research and managing portfolios at scale.
• Provide expertise on mathematical techniques used in portfolio optimization, focusing on improving the speed and stability of optimizations for both taxable and non-taxable portfolios.
• Research mathematical principles that address current inefficiencies and facilitate enhancements with the output of your research.
• Your role will be focused on research, but you will partner with team members to direct the implementation of your findings in the Mosaic system.

VP, Quantitative Researcher

DevOps Engineer

• Ensure stability, resiliency, and performance of production reporting applications (Power BI, OAS/OBIEE, Tableau)
• Design and implement monitoring, alerting, and observability frameworks
• Lead incident triage, root cause analysis, and problem management
• Strengthen platform reliability through automation, capacity planning and failover strategies
• Perform data analysis, data modeling and data validation
• Partner with infrastructure and cloud teams to migrate applications to AWS and Snowflake
• Improve CI/CD, deployment automation and DevOps best practices
• Participate in rotational on-call support for production systems
• Collaborate across business and IT teams to ensure reporting solutions meet performance and SLA expectations.

Senior DevOps Engineer

• As an integral part of the Quantitative Research and Investing (QRI) group, the Mosaic team is responsible for the portfolio optimization system used for both quant research and managing portfolios at scale.
• Apply your domain expertise to improve mathematical and algorithmic implementation of portfolio optimization structures
• Improve sophisticated mathematical approaches and design feature implementations utilizing domain expertise in optimization.
• Address numerical instability common in portfolio optimization with insights in heuristics, transformations, or scaling opportunities.
• Work closely with third party vendors to ensure optimal implementation of their tools
• Partner with technology team members to support the development process, transfer domain knowledge, and ensure implementations are faithful to mathematical design.
• Help other team members resolve service requests from clients, identifying which challenges require code changes and guiding clients to solutions.

Director, Portfolio Optimization

Platform Engineer

• Lead a dedicated team of software engineers responsible for delivering core platform capabilities within Fidelity’s Enterprise Observability Platform.
• Define and drive the Observability Integrations roadmap, emphasizing scalable automation, security-by-design, and enterprise readiness across a hybrid–multi-cloud environment.
• Lead the design, development, and support of enterprise-grade observability integrations with SaaS solutions such as Datadog, as well as open-source frameworks including OpenTelemetry (OTel) and Prometheus.

Director, Observability Platform Engineering – Technical Lead

• Design and develop impactful learning solutions
• Work with subject matter experts to build content
• Create learner-centric experiences
• Use project management skills to complete deliverables

Learning Experience Designer

• Responsible for the overall strategy of the territory to improve business results
• Focus areas include client retention and dedication, revenue growth, cross selling, and relationship risk mitigation strategies
• Additional management duties include associate development, performance evaluation, compensation planning, and hiring
• Develop and maintain strong client relationships, including multiple constituencies including HR, Treasury, Legal, Procurement, and Third Party Administrators
• Serve as a senior point of contact for key Plan Sponsor and Advisor clients; address client issues and mitigate risk
• Provide leadership and support for all client re-pricing, renewal, and competitive rebid activity on team
• Collaborate with MD, Sales (when applicable) and other business partners in retention activities