Complex Asset Specialist

Fidelity Investments•Durham, NC

1d•Hybrid

About The Position

The Complex Asset Specialist is a key member of the Complex Assets Group supporting oversight of data management, reporting, and general support of all complex asset contributions. This person will work closely with senior level subject matter experts to ensure accurate and timely transaction processing and management of private assets, contributions, and investments. This position requires strong communications skills, attention to detail, positive and professional attitude, as well as the ability to work in a dynamic team environment.

Requirements

Bachelor’s Degree required with concentration in business management, economics, finance or accounting preferred.
1-3 years of Financial Services experience, preferably in Fund Operations, Custody Services or Brokerage Operations.
Working knowledge of transaction processing related to investment products.
An understanding of both public markets as well as the private asset industry or a keen interest in hedge funds and private equity operations.
Strong analytical and detail-oriented aptitude.
A high degree of accuracy and understanding urgency is required.
Experience in creating or enhancing documented policy & procedures.
Excellent communication and organizational skills.
A general understanding of financial markets.
Ability to manage time effectively, set priorities and meet deadlines.
Strong proficiency with Microsoft Office products, specifically Excel.

Responsibilities

Oversight of data management, reporting, and general support of all complex asset contributions.
Ensure accurate and timely transaction processing and management of private assets, contributions, and investments.
Maintain successful working relationships across a multitude of cross-functional teams.