Senior Representative, AI Investor Relations

Fidelity • Smithfield, RI

13d

About The Position

The Senior Representative services internal and external stakeholders of Fidelity funds through knowledge of alternative products. This individual is expected to work professionally and independently with minimal direct supervision while producing and reviewing fund- and investor-level reporting, including monthly and quarterly statements, contract notes, cash receipts, order acknowledgements, and regulatory reports.

The role supports an expanding team servicing Fidelity’s alternative investment products. The team works with funds, investors, and internal groups to manage end-to-end processes, support fund launches and onboarding, test systems, mitigate risk, and improve operational efficiency. Extended hours may be required during fund launches, system changes, and peak periods such as month-end, year-end, and tax season.

Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout. Current onsite expectations vary by role and location and may evolve; the transition does not apply to fully remote roles. Fidelity will not provide immigration sponsorship for this position. Employment may be subject to restrictions based on certain criminal histories under applicable laws and regulations.

Requirements

• Bachelor’s degree.
• Minimum 1–2 years of industry experience, preferably in Alternative Fund Administration or a financial operations role.
• Organized and professional, with the ability to work independently with minimal direct supervision.
• Ability to process investor data quickly and accurately.
• Ability to work extended hours during fund launches, system changes, and peak cycles such as month-end, year-end, and tax season.

Nice To Haves

• Experience in Alternative Fund Administration or a financial operations role.

Responsibilities

• Produce and review fund- and investor-level reporting, including monthly and quarterly statements, contract notes, cash receipts, order acknowledgements, and regulatory reports.
• Collaborate with the team to manage daily work volume.
• Process investor data quickly and accurately.
• Complete ad-hoc and system-generated reporting for the fund, channels, and other Fidelity-related groups.
• Partner with funds, investors, and internal stakeholders—including channels, tax, accounting, and technology—to complete end-to-end processes.
• Participate in Investor Relations projects, including fund launches, onboarding, and system testing.
• Identify and mitigate risk and improve operational efficiency.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior