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Senior Analyst, Business Operations in Alternative Investments

2 months ago


Smithfield, Rhode Island, United States Fidelity Investments Full time
Descripción del Puesto:

El Equipo

Formamos parte de un equipo recientemente creado y en expansión en Fidelity, dedicado a la gestión de una gama de productos de Inversiones Alternativas que han sido desarrollados y lanzados por la empresa. Este nuevo ámbito representa una clase de activos que Fidelity no había explorado previamente con sus fondos actuales (ETFs, Fondos Mutuos). Buscamos un Analista de Negocios que supervise las operaciones diarias de varios fondos de inversión alternativa. En este rol, serás responsable de impulsar el lanzamiento de fondos, establecer y mantener relaciones con contrapartes internas y externas, trabajar con asociados para asegurar que se implementen los procedimientos y procesos adecuados, así como centrarte en encontrar formas de mejorar la eficiencia en los procesos existentes.

La Experiencia que Aportas
  • Título universitario o equivalente
  • Experiencia en inversiones alternativas es altamente preferida
  • Más de 5 años de experiencia en un rol de Operaciones, Análisis de Negocios y/o Análisis de Datos
  • Experiencia con eventos de fondos de inversión alternativa, como Llamadas de Capital, Ofertas, Distribuciones
  • Comprensión clara de las funciones de middle office/back office en gestión de activos
  • Experiencia utilizando aplicaciones de SS&C, así como interactuando con empresas Fintech, como iCapital, CAIS, Subscribe
  • Se pueden requerir horas extendidas durante lanzamientos de fondos, así como en ciclos de alta demanda (fin de mes, fin de año, temporada de impuestos, etc.)
Las Habilidades que Aportas
  • Capacidad para realizar múltiples tareas con una atención extrema al detalle
  • Trabajo efectivo en equipos y en entornos colaborativos, tanto internos como externos
  • Adopción de un enfoque ágil a través de la mejora continua, el aprendizaje y el intercambio, con un enfoque en la experiencia del asociado y del cliente
  • Capacidad para mantener relaciones laborales efectivas y mutuamente beneficiosas con contrapartes internas y externas
El Valor que Aportas
  • Elaboración y mantenimiento de procedimientos para los asociados y participación en la capacitación cruzada para asegurar que el equipo esté al tanto e implemente cualquier nuevo proceso o cambio en un proceso
  • Demostración de una sólida atención al detalle, capacidad para evaluar problemas y exhibir un enfoque metódico hacia las soluciones
  • Adopción de una perspectiva abierta y adaptación al cambio
  • Respuesta oportuna y efectiva a problemas operativos, identificando formas de mejorar la eficiencia en el proceso
  • Refinamiento, mejora y conducción de la estrategia del plan de servicios comerciales para la sostenibilidad a largo plazo, basada en tendencias de datos de eventos operativos de fondos anteriores.
Certificaciones:

Categoría:

Análisis de Negocios

El modelo de trabajo de Fidelity combina lo mejor del trabajo remoto con la maximización del tiempo juntos en persona para satisfacer las necesidades de los asociados y del negocio. Actualmente, la mayoría de los roles híbridos requieren que los asociados trabajen en el sitio todos los días hábiles de una semana asignada por cada período de cuatro semanas.