Associate Analyst, Alternative Investments

Fidelity Investments; 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 will not provide immigration sponsorship for this position.

Job Description:

The Role

The Associate Analyst, Alternative Investments role is responsible for processing distributions accurately on behalf of our clients and in a timely manner to mitigate risk and exposure to the organization. These activities are performed daily and require adherence to policies, procedures, and regulatory guidelines. The Asset Review team is tasked with overseeing the onboarding process for new Alternatives on our platform. In addition, we are responsible for the maintenance of existing products on our platform as well.

The Expertise and Skills You Bring

• 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

The Team

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.

An Alternative Investment (AI) is a highly specialized investment vehicle that is tailored to sophisticated, high net-worth investors and are not traded on any public market. Our Alternative Investments group services all Fidelity lines of business and handles end-to-end operations from onboarding of assets, all transactions, reconciliation, and servicing requests.

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:

Brokerage Operations

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.