Senior Representative, AI Investor Relations

Fidelity Investments; Smithfield (RI); On-site; USD 52,000 - 86,000; Full time

Job summary

Fidelity Investments is seeking a Senior Representative to service internal and external stakeholders of the funds, focusing on fund and investor level reporting such as monthly statements, contract notes, cash receipts and regulatory reports.

The role requires strong organization, ability to work independently, and collaboration with funds, investors and internal teams to ensure end-to-end processes. Some tasks may include ad-hoc reporting, system testing, and supporting fund launches.

Qualifications

• Bachelor’s degree is required.
• 1-2 years of industry experience preferred in Alternative Fund Administration or financial operations.
• Extended hours may be required during fund launches, system changes, or peak cycles (month-end, year-end, tax season).

Responsibilities

• Collaborate within a team to manage daily work volume.
• Process investor data quickly and accurately.
• Take on ad-hoc and system-generated reporting for funds, channels, and Fidelity groups.
• Partner with funds, investors, and internal stakeholders to ensure end-to-end processes.
• Engage in IR team projects including fund launches and onboarding, system testing, etc.
• Identify and mitigate risk and improve operational efficiency.

Skills

Team collaboration

Data processing

Reporting duties

Education

Bachelor’s degree

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

The Senior Representative services both internal and external stakeholders of the funds via their understanding of alternative products. We are seeking an individual who is organized, professional, and can demonstrate the ability to work independently with minimal direct supervision who can produce and review fund and investor level reporting, such as, monthly / quarterly statements, contract notes, cash receipts, order acknowledgements, and regulatory reports.

Some other notable tasks are as follows:

• Collaborating within team environment to successfully manage daily work volume

• Ability to process investor data quickly and accurately

• Take on and complete ad-hoc and system generated reporting for the fund, channels, and other Fidelity related groups

• Partner with the funds, investors, internal stakeholders (channels, tax, accounting, technology, etc.) to ensure completion of all end to end processes

• Engage in projects within the IR team including fund launches and on-boarding, system testing, etc.

• Works to identify and mitigate risk, and improve operational efficiency

The Expertise and Skills You Bring

• Bachelor’s degree

• Minimum 1-2 years of industry experience, preferably in Alternative Fund Administration, or in a financial operations role

• Extended hours may be required during fund launches, system changes, as well as during peak cycles (month-end, year-end, tax season, etc.)

The Team

We are a newly created and expanding team here at Fidelity, servicing the suite of Alternative Investment products that have been created and launched by Fidelity. This new space offers Fidelity a new asset class previously unexplored by current day Fidelity funds (ETFs, Mutual Funds). If you are a motivated professional looking for a new challenge, this is an opportunity you should consider.

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.