Senior Representative, Alternative Investments

Fidelity Investments • Jersey City, NJ

9d • $40,000 - $76,000 • Hybrid

About The Position

Summary Operations & Services Group (OSG) provides superior customer service to Fidelity's Institutional Products Group's businesses through innovation, dedication and commitment to excellence. With eight operating divisions located throughout the country, OSG provides securities execution, clearance, and information management services to retail, institutional, and correspondent clients. OSG performs tens of thousands of over-the-counter, listed equities, options, bonds, and mutual fund transactions daily. The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously. Attention to detail and accuracy is will be must for this role. The associate should be capable of dealing high volume workloads as well as managing multiple client requests/issues that must be completed within a tight timeframe. The associate will also be responsible for monitoring adherence to internal guidelines in addition to building and maintaining strong relationships while providing a superior level of customer service. In this position, the associate will be responsible for having the technical expertise to respond to inquiries related to transaction processing. The ideal candidate will detailed oriented and possess excellent interpersonal and communication skills, the ability and desire to learn new functions and the ability to communicate both verbally and in writing.

Requirements

• College degree preferred
• Prior experience with the alternative investment product is preferred
• 2+ years brokerage operations experience, or 5+ work related experience is preferred
• Mutual fund operations experience will be considered in lieu of alternative investment experience.
• Passion for Service
• Detail oriented
• Proficient transaction processor
• Excellent writing skills
• Ability to learn quickly
• Ability to thrive in a fast paced environment
• Strong organizational and multi-tasking skills

Responsibilities

• Process alternative investment subscription, redemption and transfer transactions
• Meet transaction processing deadlines
• Ensure alternative investment policy and procedures are followed and paperwork requirements are met
• Problem resolution
• Provide clear and concise communication to internal and external business partners
• Track and monitor outstanding issues and provide timely updates

Benefits

• comprehensive health care coverage and emotional well-being support
• market-leading retirement
• generous paid time off and parental leave
• charitable giving employee match program
• educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

What This Job Offers

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