Analyst, Alternative Portfolio Services

Fidelity Investments•Boston, MA

1d•$60,000 - $115,000•Onsite

About The Position

The Portfolio Services Group (PSG) in the Alternatives Investment Services team liaises between portfolio managers, trade operations teams, and internal partners. The Alts Portfolio Services Group performs tasks and functions in support of investment professionals for the benefit of clients and fund shareholders. The group works with the Direct Leading and Real Estate Investment teams to deliver a consistent high level of service to the portfolio managers.

Requirements

BA / BS degree required
Major or concentration in legal, finance, business administration, or accounting preferred but not required
Proficient in trading operations, terminology, and market mechanics
Ability to prioritize workload and responsibilities in fast-paced environment
Contributes positively and is committed to improving the work environment and enhancing Fidelity’s culture
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

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