Sr. Alternative Investments Analyst responsible for leading fund operations and investor relations at Fidelity. Collaborating with teams to enhance client experience and manage operational risks.
Responsibilities
responsible for ensuring the Alternative Investment Investor Relations team successfully executes its support strategy on behalf of assigned funds
aiding the team to evolve our capabilities to address new product types and mitigate operational risks
helping drive improvements to our investor’s private fund experience
crafting/maintaining procedures for associates and participate in cross training to ensure team is aware and implements any new processes or changes to a process
demonstrating solid attention to detail, ability to evaluate problems and exhibit a methodical approach to solutions
responding to operational issues timely and effectively, while identifying ways to gain efficiencies in the process
refining, improving, and driving the service business plan strategy for long-term sustainability, based off data trends from past fund operational events
Requirements
Bachelor’s or equivalent
5+ years of experience in fund operations, ideally in a client onboarding and servicing capacity
Strong understanding of asset management middle office/back-office functions, particularly cash and security settlements
Experience with private fund administration and/or transfer agent applications desirable
Knowledge and an understanding of FinTech private fund platforms a plus
Analytical, possessing superior research and problem-solving skills; ability to explain and resolve complex processes
Self-starter, individual contributor
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
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