Financial Advisor Manager responsible for managing Financial Advisors and driving sales productivity in Philadelphia. Involves recruitment, training, and strategic partnership building.
SF
Hybrid Associate Analyst, Alternative Investments
Posted 2 months ago
About the role
- Associate Analyst for Alternative Investments at Fidelity focused on operational excellence. Responsible for transaction servicing, client support, and project leadership within the team.
Responsibilities
- plays a unique and central role on a team dedicated to delivering World Class customer and transaction servicing around all aspects of alternative investment processing
- vetting requests to support new products against our acceptability guidelines and asset servicing capabilities
- creatively construct, design, and implement procedures for new product offerings
- assist in systems testing relating to industry-driven initiatives, internal enhancements and new business functionality
- deliver quality assistance to our clients
- serve as a resource for technical issues and assist associates in problem solving
- act as a functional subject matter expert and go-to person for complex situations and daily processing
- play a leading role on assigned projects
Requirements
- 2+ years of brokerage operations experience or 5+ years related work experience preferred
- Alternative Investment transaction servicing experience preferred
- College degree preferred
- Excellent interpersonal and communication skills (written and oral) to engage with clients and internal partners to provide them with the best quality experience
- Strong analytical and problem-solving skills and ability to prioritize decisions in a fast-moving environment
- Ability to work and build strong relationships across different teams within the organization
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Fractional CFO to guide Visby Medical through OTC market transition ensuring strategic corporate goals and investor relations are met
Internship role supporting financial tasks at Almeida Santos Advogados, with hybrid working model and academic requirements for candidates.
Finance Assistant handling copyright payments and supporting financial processes at Santillana Educação in Brazil. Collaborating on contract analysis and process improvement in a hybrid role.
Internship role providing technical support for software users at Teknisa. Assist customers in resolving technical issues while gaining practical experience in a technology - driven environment.
Senior FP&A Analyst at OfficeRnD guiding financial strategies in a hybrid model. Collaborating across global teams to ensure fiscal health and operational excellence.
Part - time HR and Finance Coordinator supporting Future Advocacy with HR and finance tasks. Ensuring smooth operation in a growing international team while contributing to high - impact advocacy work.
Senior FP&A Analyst at OfficeRnD developing global financial models in a hybrid work environment. Key role in data - driven decision making and multi - entity consolidation.
EMEA Senior Finance Manager overseeing regional finance plans and insights at McCormick, collaborating cross - functionally and driving cost efficiency in a fast - paced environment.
Senior Finance Manager at McCormick managing regional budgets and forecasts. Leading financial analysis and reporting for EMEA marketing operations.