Alternative Investments Analyst: Onboarding & Distributions

Fidelity Investments Inc.; Westlake (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments Inc. in Texas seeks an Associate Analyst, Alternative Investments to process distributions accurately for clients, adhering to policies and regulatory guidelines. The Asset Review team oversees onboarding of new AI and the ongoing maintenance of existing products on the platform.

The role requires detail orientation, strong analytical skills, and the ability to manage multiple deadlines in a fast-paced environment, with an onsite working model transitioning across regions.

Qualifications

• Experience with alternative investments and distribution processes preferred.
• Detail oriented with ability to work with minimal supervision.
• Strong analytical and decision-making capabilities.
• Ability to prioritize and multi-task in a fast-paced environment.

Responsibilities

• Process distributions accurately and timely for clients.
• Oversee onboarding of new Alternative Investments on the platform.
• Maintain existing Alternative Investment products on the platform.
• Adhere to policies, procedures, and regulatory guidelines.

Skills

Alternative investments

Distribution experience

Detail oriented

Team player

Analytical skills

Decision making

Prioritization

Time management

Verbal and written communication

MS Office

Education

College degree preferred

Tools

MS Office

Job description

Fidelity Investments Inc. in Texas seeks an Associate Analyst, Alternative Investments to process distributions accurately for clients, adhering to policies and regulatory guidelines. The Asset Review team oversees onboarding of new AI and the ongoing maintenance of existing products on the platform.

The role requires detail orientation, strong analytical skills, and the ability to manage multiple deadlines in a fast-paced environment, with an onsite working model transitioning across regions.