Senior Representative, AI Investor Relations

Fidelity Investments • Smithfield, RI

14d

About The Position

The Senior Representative services internal and external stakeholders of Fidelity’s alternative investment funds by applying knowledge of alternative products. The role produces and reviews fund- and investor-level reporting, including monthly and quarterly statements, contract notes, cash receipts, order acknowledgements, and regulatory reports. The position is part of a newly created and expanding team supporting Fidelity’s Alternative Investment products.

Requirements

• Bachelor’s degree.
• Minimum 1–2 years of industry experience.
• Ability to work independently with minimal direct supervision.
• Organized and professional, with the ability to process investor data quickly and accurately.
• Extended hours may be required during fund launches, system changes, and peak cycles such as month-end, year-end, and tax season.
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

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

Responsibilities

• 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 team projects, including fund launches, onboarding, and system testing.
• Identify and mitigate risk and improve operational efficiency.
• Produce and review fund- and investor-level reporting, including monthly and quarterly statements, contract notes, cash receipts, order acknowledgements, and regulatory reports.

What This Job Offers

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