Full-Time

Senior Representative

Alternative Investments

Confirmed live in the last 24 hours

Fidelity Investments

Fidelity Investments

10,001+ employees

Investment management and financial services provider

Fintech
Financial Services

Compensation Overview

$39k - $61kAnnually

+ Bonus + Variable Compensation

Senior

Westlake, TX, USA + 2 more

More locations: Albuquerque, NM, USA | New York, NY, USA

Hybrid role requiring onsite presence every other week.

Category
Investment Banking
Risk Management
Finance & Banking
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets
Requirements
  • College degree preferred
  • 1-2 years financial services experience preferred
  • Prior experience with the alternative investment product is preferred
  • Prior reconciliation experience is preferred
  • Knowledge of alternative investment products and reconciliation process
  • 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
  • Exceptional quality and productivity in current role
  • Ability to handle and resolve complex problems
  • 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
Responsibilities
  • Reconcile the Operations and Services Groups' Alternative Investment positions
  • Generate and process paperwork
  • Follow up on aging transactions
  • 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 with various fund companies and their transfer agents
  • Identify process improvement opportunities
  • Prioritize and maintain control on all discrepancies by age/market value
Desired Qualifications
  • 2 years financial services experience preferred
  • Prior experience with the alternative investment product is preferred
  • Prior reconciliation experience is preferred

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time and compare different stocks visually. Fidelity differentiates itself from competitors by continuously testing and launching new products through Fidelity Labs, which focuses on innovative user interactions and insights. The company's goal is to empower investors with the information and tools they need to make informed financial decisions.

Company Stage

Debt Financing

Total Funding

$120.3B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing interest in wearables boosts potential for Fidelity's mobile market tools.
  • AI and data-driven trends enhance Fidelity's data analytics capabilities.
  • Strategic talent acquisition strengthens Fidelity's innovation and product development.

What critics are saying

  • Loss of key personnel to competitors like Aviva Investors.
  • Increased competition in wealth management from firms like Vanguard.
  • Volatile cryptocurrency market may impact Fidelity's investment offerings.

What makes Fidelity Investments unique

  • Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.
  • Fidelity's mobile apps provide comprehensive market monitoring and trading tools.
  • Fidelity's Open Limit Order Visualization offers unique insights into order execution.

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Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement