Senior Representative 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 follow up with sponsors, transfer agents, and issuers on pending alternative-investment transactions. You will research and resolve complex discrepancies, obtain confirmations and reconciliation reporting, maintain accurate records, communicate updates, and follow procedures that minimize risk.
Requirements
- College degree preferred.
- Alternative investments process experience preferred.
- Ability to process customer data quickly and accurately.
- Analytical and decision-making skills.
- Ability to prioritize work across multiple deadlines and processes.
- Ability to resolve complex problems.
- Verbal and written communication skills.
- Time-management and multitasking skills.
- Word, Excel, and Access skills.
Responsibilities
- Research pending trades, transfers, conversions, and receive transactions.
- Follow up with issuers for settlement acknowledgements and confirmations.
- Resolve complex pending-transaction issues in a timely manner.
- Conduct outreach and education for sponsors with delinquent reporting.
- Process data-entry transactions and maintenance requests.
- Monitor outstanding issues and provide timely updates.
- Analyze and resolve discrepancies according to departmental service-level agreements.
- Collect reporting information from stakeholders.
- Ensure policies, procedures, and paperwork requirements are followed.
Benefits
- Fully paid parental leave.
- On-site health and wellness centers.