Analyst, Alternative Portfolio Services
About The Position
The Portfolio Services Group (PSG) within the Alternatives Investment Services team acts as a liaison between portfolio managers, trade operations teams, and internal partners. The Alts Portfolio Services Group supports investment professionals to benefit clients and fund shareholders. The group collaborates with the Direct Leading and Real Estate Investment teams to provide a high level of service to portfolio managers. Activities include monitoring cash levels, managing the deal pipeline, overseeing asset allocation for structured portfolios, creating trade orders, serving as a point of contact for corporate actions, liaising with various internal departments, and responding to ad-hoc inquiries from portfolio managers.
Requirements
- BA / BS degree required
- Proficient in trading operations, terminology, and market mechanics
- Ability to prioritize workload and responsibilities in fast-paced environment
- Proven team-player with strong communication skills who is willing to engage in constructive feedback discussions
- Ability to think creatively and independently while working in a collaborative environment
Nice To Haves
- Advanced degree a plus
- Major or concentration in legal, finance, business administration, or accounting preferred but not required
- Contributes positively and is committed to improving the work environment and enhancing Fidelity’s culture
Responsibilities
- Monitor cash levels for all Alternative portfolios
- Manage Deal Pipeline and ensure all requirements are met
- Monitor asset allocation for group-sub structured portfolios
- Create trade orders based on PM instructions and allocation rules
- Serve as central point of contact for corporate actions (CA) activity; coordinating with assigned analyst and ensuring PMs’ interest is communicated to CA’s team
- Liaise with technology, compliance, legal, operations, portfolio management, trading, and other internal Fidelity partners
- Respond timely and accurately to ad-hoc inquiries from portfolio managers
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment
- Tuition reimbursement
- Learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
