Senior Representative, Alternative Investments

Job Description:

Summary

Operations & Services Group (OSG) provides superior customer service to Fidelity's Institutional Products Group's businesses through innovation, dedication and commitment to excellence. With eight operating divisions located throughout the country, OSG provides securities execution, clearance, and information management services to retail, institutional, and correspondent clients. OSG performs tens of thousands of over-the-counter, listed equities, options, bonds, and mutual fund transactions daily. The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously. Attention to detail and accuracy is will be must for this role. The associate should be capable of dealing high volume workloads as well as managing multiple client requests/issues that must be completed within a tight timeframe. The associate will also be responsible for monitoring adherence to internal guidelines in addition to building and maintaining strong relationships while providing a superior level of customer service. In this position, the associate will be responsible for having the technical expertise to respond to inquiries related to transaction processing.

The ideal candidate will detailed oriented and possess excellent interpersonal and communication skills, the ability and desire to learn new functions and the ability to communicate both verbally and in writing.

Responsibilities

• Process alternative investment subscription, redemption and transfer transactions

• Meet transaction processing deadlines

• Ensure alternative investment policy and procedures are followed and paperwork requirements are met

• Problem resolution

• Provide clear and concise communication to internal and external business partners

• Track and monitor outstanding issues and provide timely updates

Qualifications

• College degree preferred

• Prior experience with the alternative investment product is preferred

• 2+ years brokerage operations experience, or 5+ work related experience is preferred

• Mutual fund operations experience will be considered in lieu of alternative investment experience.

Skills and Knowledge

• Passion for Service

• Detail oriented

• Proficient transaction processor

• Excellent writing skills

• Ability to learn quickly

• Ability to thrive in a fast paced environment

• Strong organizational and multi-tasking skills

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.