San Francisco, CA, US
19 days ago
Director, Private Equity Investments
Job Description:

The Role

You will work closely with the Global Head of Private Equity Investments as well as Fidelity’s Portfolio Managers and Research Analysts in recommending and implementing mid-to-late-stage Venture Capital investments on behalf of Fidelity funds and the Fidelity Venture Capital Fund I. You will collaborate closely with Founders/CEOs/CFOs/Board Members, with other venture capital investors, and with investment banks in order to source investment ideas. You will lead the diligence and investment recommendations for private companies. We are looking for someone to join our team in San Francisco, CA.

The Value You DeliverBuild relationships with Entrepreneurs/Founders/CEOs, other Venture Capital investors and Wall Street counterparts to ensure continued pipeline of opportunities for the Fidelity Funds and Fidelity Venture Capital Fund IPerform deep due diligence and recommendations of investment opportunities, including financial modeling and valuation analysisDevelop deep partnerships with Fidelity’s investment teams, including building trust with Fidelity Portfolio Managers who invest in private companies and collaboration with public side Research Analysts in evaluating private investment ideasMaintain positive relationships with our portfolio companies and serve as a trusted partnerReview of terms of each venture capital investment you are leading, collaborating closely with legal on documentation, and ongoing maintenance and information flow for Fair Value purposes

The Expertise and Skills You BringExperience investing in or analyzing private or public equity securities with a preference for growth equity or venture capital experienceExhibit strong analytical and communication skills, coupled with the highest level of personal and professional integrityDemonstrate the confidence and the maturity to engage with internal and external partners such as Company Founders, Venture Capital investors, and Investment BanksIntellectually curious about the private company / venture capital ecosystem and very high levels of initiative and motivation

The Opportunity

Fidelity offers competitive compensation and benefits. Our associates are evaluated based on the performance of their investment recommendations, impact on Fidelity funds and creativity of investment research. Future opportunities for advancement and expanded responsibilities are based on your ability to contribute to the growth and success of Fidelity Management & Research Company.

Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity’s working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.

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