Sr. Alternative Investments Investor Operations Analyst

FidelitySmithfield, RI
14d$66,000 - $125,000Hybrid

About The Position

The Sr. Alternative Investments Investor Operations Analyst will be responsible for ensuring the Alternative Investment Investor Relations team successfully executes its support strategy on behalf of assigned funds, aiding the team to evolve our capabilities to address new product types and mitigate operational risks, and helping drive improvements to our investor’s private fund experience.

Requirements

  • Bachelor’s or equivalent
  • Private fund experience required; Exchange Fund experience preferred, but not required
  • 5+ years of experience in fund operations, ideally in a client onboarding and servicing capacity
  • Strong understanding of asset management middle office/back-office functions, particularly cash and security settlements
  • Analytical, possessing superior research and problem-solving skills; ability to explain and resolve complex processes.
  • Self-starter, individual contributor
  • You adopt an Agile way of work through continuous improvement, learning and sharing with a focus on the associate and client experience
  • Ability to maintain effective and mutually beneficial working relationships with internal and external counterparts
  • Demonstrates ownership and follows through to timely completion; makes decisions in the best interest of the business.

Nice To Haves

  • Experience with private fund administration and/or transfer agent applications desirable.
  • Knowledge and an understanding of FinTech private fund platforms a plus

Responsibilities

  • Crafting/maintaining procedures for associates and participate in cross training to ensure team is aware and implements any new processes or changes to a process
  • Demonstrating solid attention to detail, ability to evaluate problems and exhibit a methodical approach to solutions
  • Embracing an open-minded outlook and adapting to change
  • Responding to operational issues timely and effectively, while identifying ways to gain efficiencies in the process
  • Refining, improving, and driving the service business plan strategy for long-term sustainability, based off data trends from past fund operational events.

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
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service