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Senior Representative, Alternative Investments
2 months ago
Job Description:
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.\u00A0
The\u00A0Alternative\u00A0Investments Brokerage Operations role\u00A0involves reconciling the Operations and Services Groups' Alternative Investment positions, held in book entry form in a timely manner to mitigate risk and exposure to the organization.\u00A0The primary responsibility will be the generation and processing of paperwork as well as following up on aging transactions. These activities are performed daily and require adherence to policies, procedures, and regulatory guidelines. Associates are also responsible for the generation of account change and re-registration paperwork and following up on aged items in a timely manner.\u00A0\u00A0
Primary Responsibilities:
- Minimize risk to the organization by resolving discrepancies within 7 days of identifying
- Analyze and research discrepancies with issuers
- Take in reporting information and upload timely
- Process various maintenance requests
- Interact\u00A0with various fund companies and their transfer agents
- Identify process improvement opportunities
- Prioritize and maintain control on all discrepancies by age/market value
Education and Experience
- College degree preferred
- Prior experience with the alternative investment product is preferred
- Prior reconciliation experience is preferred
\u00A0
\u00A0\u00A0Skills and Knowledge
- Knowledge of alternative investment products and reconciliation process\u00A0\u00A0\u00A0
- Detail oriented, ability to work effectively with minimal supervision
- Team player with capability to help maintain a positive work environment
- Strong analytical and decision making skills
- Ability to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes\u00A0
- Exceptional quality and productivity in current role
- Ability to handle and resolve complex problems \u00B7\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0
- Strong verbal and written interaction skills including ability to explain complex processes
- Effective time management skills and ability to prioritize and multi-task.
- Strong PC skills - Word, Excel and Access
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 Fidelity\u2014we 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 accommodations@fmr.com.
