Senior Representative Alternative Investments, Investor Relations
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Job Location:
Westlake, OH - USA
Monthly Salary:
Not Disclosed
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
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
Bachelors 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.
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#FFIOALTS
Certifications:
Category:
Brokerage OperationsMost roles at Fidelity are Hybrid requiring associates to work onsite every other week (all business days M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelitys 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.
Required Experience:
Senior IC
Key Skills
- Data Entry
- Deputy
- Drafting
- Hibernate
- Administration Support
- Activex
About Company
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