Associate Analyst, Alternative Investments
Fidelity Investments
- Location
- Westlake, TX
- Work style
- On-site
- Job type
- Full time
- Posted
- Oct 29
- 1 day ago
Career path
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About the company
Fidelity Investments
Financial services · 10,001+ employees
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.
What you'll do
- Process distributions accurately and in a timely manner
- Adhere to policies, procedures, and regulatory guidelines
- Oversee the onboarding process for new Alternatives on the platform
- Maintain existing products on the platform
What you need
- Strong PC skills - Word, Excel and Access
- Detail oriented
- Strong analytical and decision-making skills
- Strong verbal and written interaction skills
- College degree (preferred)
- Prior experience with alternative investments (preferred)
- Distribution experience (preferred)
Key skills
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