Associate Analyst, Alternative Investments

Fidelity Investments • Westlake, TX

23h

About The Position

The Associate Analyst, Alternative Investments processes client distributions accurately and promptly to mitigate risk and exposure to the organization. The work is performed daily and requires adherence to policies, procedures, and regulatory guidelines. The Asset Review team oversees onboarding new alternative investments onto the platform and maintains existing products. The Alternative Investments group supports all Fidelity lines of business and handles end-to-end operations, including asset onboarding, transactions, reconciliation, and servicing requests.

Requirements

• Detail-oriented, with the ability to work effectively with minimal supervision.
• Able to contribute as a team player and help maintain a positive work environment.
• Strong analytical and decision-making skills.
• Able to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes.
• Demonstrated exceptional quality and productivity in the current role.
• Able to handle and resolve complex problems.
• Strong verbal and written communication skills, including the ability to explain complex processes.
• Effective time-management skills and ability to prioritize and multitask.
• Strong PC skills, including Word, Excel, and Access.

Nice To Haves

• College degree preferred.
• Prior experience with alternative investments and distribution experience preferred.

Responsibilities

• Process client distributions accurately and in a timely manner.
• Follow applicable policies, procedures, and regulatory guidelines while performing daily activities.
• Oversee onboarding of new alternative investments onto the platform.
• Maintain existing products on the platform.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed