Senior Representative, Alternative Investments

Fidelity Investments • Westlake, TX

3d • Onsite

About The Position

The Alternative Investments Brokerage Operations role is responsible for processing trades accurately on behalf of our clients and in a timely manner to mitigate risk and exposure to the organization. These activities are performed daily and require adherence to policies, procedures, and regulatory guidelines. The Trading team supports any subscription, capital call, or redemption of an AI position into or out of NFS custody.

Requirements

• Strong analytical and decision-making skills
• Ability to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes
• Exceptional quality and productivity in current role
• Ability to handle and resolve complex problems
• Strong verbal and written interaction skills including ability to explain complex processes
• Effective time management skills and ability to prioritize and multi-task.
• Strong PC skills - Word, Excel and Access

Nice To Haves

• College degree preferred
• Prior experience with alternative investments and transfers process experience is preferred
• Detail oriented, ability to work effectively with minimal supervision
• Team player with capability to help maintain a positive work environment

Responsibilities

• Processing trades accurately on behalf of clients in a timely manner to mitigate risk and exposure to the organization.
• Supporting subscriptions, capital calls, or redemptions of an AI position into or out of NFS custody.

What This Job Offers

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