Job Description:

Job Title Senior Analyst Private Equity Operations

The Role

As part of the Private Equity Operations team our new Senior Analyst will facilitate the settlement of private investments into mutual funds and institutional portfolios through the coordination of the review and approval process across various internal addition the Senior Analyst will support our private equity alternative investment products by coordinating the operational aspects of credit line and cash flow management as well as new product development and launches. To succeed in this role the Senior Analyst should have confidence working with individuals at various levels across the organization a focus on operational efficiency and risk management and a as well as the ability to problem solve and work quickly under pressure.

• Facilitate private equity transactions throughout the investment process from initial investment approval to security settlement
• Ensure final deal documents are accurate and complete
• Support operational aspects of credit line management including coordination of credit line draws monitoring of credit line capacity and anticipated investment activity and credit line repayment via capital calls
• Document and maintain procedures; compile and disseminate monthly reporting
• Monitor private placement exposures by fund; field requests for data from other internal groups including senior management
• Cultivate partnerships with our teams including Trading Legal Compliance Treasurers Office Investment Professionals Trade Settlements Corporate Actions Alternative Accounting Corporate Treasury and Operations Services Group.
• Understanding Fidelitys Asset Management investment process and culture would be beneficial but may be learned.

The Expertise and Skills You Bring

• BA/BS Degree preferably in Accounting or Finance
• 8-10 years of fund operation experience exposure to equity investing a plus
• High ethical and moral character
• Excellent analytical issue management and problem-solving skills
• Must be highly organized and meticulously detail oriented
• Highly developed risk management skills
• Self-motivated and comfortable taking the initiative to problem solve
• Ability to perform multiple tasks simultaneously and comfortable in an environment of shifting priorities
• Excellent listener and strong communicator
• Capacity to think strategically as well as tactically

Note: Fidelity is not providing immigration sponsorship for this position

The Team

As a member of the Investment Services team for FMRs Global Equity group our Senior Analyst of Private Equity Operations will work primarily with our Equity Investment team. Our offices are in Boston London and Hong Kong. Together we are largely responsible for all private investments in private companies (late-stage growth equity Pre-IPO) as well as supporting our Private Equity Alternative Investment Products.

Placement in the range will vary based on job responsibilities and scope geographic location candidates relevant experience and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support market-leading retirement generous paid time off and parental leave charitable giving employee match program and educational assistance including student loan repayment tuition reimbursement and learning resources to develop your career. Note the application window closes when the position is filled or unposted.

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.

Most 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 consult with your recruiter for the specific expectations for this position.

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