Fidelity Charitable is looking for a Grants Analyst to work on the Core Grants team in Westlake, Texas or Salt Lake City, Utah.
The Expertise we’re Looking For:
The Grant Analyst is a member of the Grant team and is responsible for the timely and accurately processing and qualification of grant recommendations to charitable organizations. This role will perform required due diligence on grant recommendations to determine if the grant meets Fidelity Charitable®. and IRS guidelines. As a member of Fidelity Charitable’s® inclusive Service Delivery team, this role will be part of our highly motivated, fast paced team, will possess a solid understanding of service operations, and be able to manage priorities well.
You will engage with non-profits using conversational techniques to understand the scope of their request, capture relevant information, conduct necessary due-diligence and identify a solution (if necessary). It is more than just taking a call and processing a transaction - our donors are generously giving to non-profit organizations in an effort to meet their philanthropic goals. You get to be a part of that!
This temporary position supports our busiest time of year, Giving Season. The hours are demanding, please expect to work overtime in November and December. We request that you do not take extra vacation days in November, December and January. You will be off Thanksgiving, Christmas and New Year's Day.
The Skills You Bring
The Fidelity Charitable Gift Fund (“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 of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com
The Expertise we’re Looking For:
- Bachelor’s degree or equivalent experience
- 0-2 years Financial Sales or Service, Major or Principal Gifts, or UHNW background required.
- Strong and effective verbal and written communication skills
- Demonstrated attention to detail, with good follow-through
- Strong organizational, planning, multi-tasking, time management skills
- Demonstrated problem solving skills
- Ability to work within tight deadlines
- Demonstrated ability to identify and mitigate potential areas of risk
- Working knowledge of Fidelity systems (XTRAC, RepApp), a plus
- Knowledge of 501(c)(3) non-profit organizations, a plus
The Grant Analyst is a member of the Grant team and is responsible for the timely and accurately processing and qualification of grant recommendations to charitable organizations. This role will perform required due diligence on grant recommendations to determine if the grant meets Fidelity Charitable®. and IRS guidelines. As a member of Fidelity Charitable’s® inclusive Service Delivery team, this role will be part of our highly motivated, fast paced team, will possess a solid understanding of service operations, and be able to manage priorities well.
You will engage with non-profits using conversational techniques to understand the scope of their request, capture relevant information, conduct necessary due-diligence and identify a solution (if necessary). It is more than just taking a call and processing a transaction - our donors are generously giving to non-profit organizations in an effort to meet their philanthropic goals. You get to be a part of that!
This temporary position supports our busiest time of year, Giving Season. The hours are demanding, please expect to work overtime in November and December. We request that you do not take extra vacation days in November, December and January. You will be off Thanksgiving, Christmas and New Year's Day.
The Skills You Bring
- You have a high sense of urgency and understand when to escalate
- Your strong and effective verbal and written communication skills
- Your very best problem-solving skills with excellent follow-through
- Your strong organizational skills, planning, and time management
- You are a team player with the ability to influence without authority
- You are flexible with overtime as requested (especially December – Giving Season)
- Collaborating with internal Charitable business partners to fulfill special handling
- Employing good sound judgment in decision making or problem resolution
- Delivering a great customer experience with each interaction to help strengthen donor relationships
- Clearly understanding and articulating the full suite of Fidelity Charitable products and services to include Direct International Granting
- Process high value transactions
- Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items
- Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization
- Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Legal, Risk, and Compliance
- Maintain up-to-date procedures for those functions for which responsible
The Fidelity Charitable Gift Fund (“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 of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com