Alternative Investments Operations Analyst

Fidelity Investments Inc.; Westlake (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Fidelity Investments Inc. is seeking an Associate Analyst, Alternative Investments to ensure accurate distributions for clients and support onboarding of new AI products on Fidelity's platform.

The role emphasizes adherence to policies, timely processing, and risk mitigation. Team members will collaborate with the Operations & Services Group to maintain existing AI products and ensure smooth end-to-end operations, including onboarding, reconciliation, and servicing requests in a fast-paced

Qualifications

• College degree preferred
• Prior experience with alternative investments and distribution experience is preferred
• Detail oriented, ability to work effectively with minimal supervision
• Team player with capability to help maintain a positive work environment; strong analytical and decision‑making skills
• Ability to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes
• Exceptional quality and productivity in current role
• Ability to handle and resolve complex problems
• Strong verbal and written interaction skills including ability to explain complex processes
• Effective time management skills and ability to prioritize and multi‑task
• Strong PC skills - Word, Excel and Access

Responsibilities

• Process distributions accurately and timely on behalf of clients to mitigate risk.
• Oversee onboarding for new Alternative Investments on Fidelity's platform and maintain existing products.

Skills

Distributions experience

Alternative investments

Data analysis

MS Excel

Communication

Education

College degree

Tools

Excel

Access

Word

Job description

Fidelity Investments Inc. is seeking an Associate Analyst, Alternative Investments to ensure accurate distributions for clients and support onboarding of new AI products on Fidelity's platform.

The role emphasizes adherence to policies, timely processing, and risk mitigation. Team members will collaborate with the Operations & Services Group to maintain existing AI products and ensure smooth end-to-end operations, including onboarding, reconciliation, and servicing requests in a fast-paced