Associate Analyst, Alternative Investments
Job Description:
The RoleProcesses the full range of transactions under moderate supervision and is responsible for completing daily work volumes within assigned scope of responsibility, as well as, providing guidance to less experienced associates as appropriate.The Expertise and Skills You BringThe order of these bullets does not matter, don t repeat yourself! Use paragraph form and limit bullets to items that need to stand out, such as:
Bachelor s degree or equivalent experience Minimum 2-5 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) Ability to learn and adapt to changes and new processes Strong attention to detail and independent judgement to handle various projects Excellent communication skills and ability to interact with all levels Have a Growth Mindset & Intellectual Curiosity Thrive for quality and operational improvements Motivated and committed to excellence; positive demeanor and u201Ccan dou201D work ethic Strong knowledge of MS Office applications, in particular Excel (i.e., Outlook, and Word) The TeamWe are a new 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. The Associate Analyst services both internal and external collaborators 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.Certifications:
Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelityu2014we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances:
Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to email protected , or by calling 800-835-5099, prompt 2, option 3. Recommended Skills Attention To Detail Communication Finance Hardworking And Dedicated Microsoft Excel Microsoft Office Apply to this job. Think you're the perfect candidate? Apply on company site $(document).ready( function() $(#ads-desktop-placeholder).html(
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n Estimated Salary: $20 to $28 per hour based on qualifications.
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