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

Company Historically Provides H1B Sponsorship

Westlake, TX, USA + 2 more

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

Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Category
Investment Banking
Risk Management
Finance & Banking
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets

You match the following Fidelity Investments's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
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 provides financial services and tools to help individuals manage their investments and stay updated on market trends. Their offerings include mobile apps and widgets that deliver real-time market data, news, and trading tools, such as the Fidelity Market Monitor for Glass and the Fidelity app for Windows Phone 8. Unlike many competitors, Fidelity focuses on integrating new technologies and user-friendly designs to enhance the investment experience. The company's goal is to empower users to make informed financial decisions and effectively manage their portfolios.

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