Associate Analyst Alternative Investments
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will process client distributions accurately and on time while following policies, procedures, and regulatory guidelines. You will support the onboarding of alternative investments and maintain existing products on the platform.
Requirements
- College degree preferred
- Alternative investment experience preferred
- Distribution experience preferred
- Analysis
- Decision-making
- Time management
- Problem-solving
- Written communication
- Verbal communication
- Microsoft Word
- Microsoft Excel
- Microsoft Access
Responsibilities
- Process client distributions accurately and timely
- Follow policies, procedures, and regulatory guidelines
- Support onboarding of new alternative investments
- Maintain existing alternative investment products
Benefits
- Fully paid parental leave
- On-site health and wellness centers