Senior Representative, Alternative Investments

Fidelity will not provide immigration sponsorship for this position.

Job Description:

Senior Representative, Alternative Investments - Follow Up/Out of Standard

The Role

The Alternative Investments Brokerage Operations role is responsible for following up with Sponsors and Transfer Agents to obtain acknowledgements and confirmations of pending transactions that are 20 days or older in a timely manner on behalf of our clients and to mitigate risk and exposure to the organization. This role is also responsible for working with issuers to bring in delinquent reconciliation files. These activities are performed daily and require adherence to policies, procedures, and regulatory guidelines. Throughout this role you will build and maintain strong relationships while providing an exemplary client experience for all Fidelity clients.

• The Follow Up team is tasked with analyzing and researching pending transactions such as trades, ACAT and Non-ACAT Receives, Internal Transfers, and Conversions with issuers for settlement. The associate will be responsible for handling research requests regarding pending transactions and for resolving complex issues in a timely manner.

• The Follow Up team is also responsible for outreach and education to sponsors who are delinquent in their required reporting, such as reconciliation files and auditor opinion letter. The associate will also be responsible for several other ancillary processes for the department.

• College degree preferred.

• Prior experience with alternative investments process experience is preferred.

• Detail oriented, ability to work effectively with minimal supervision.

• Ability to process customer data quickly and accurately.

• Team player with capability to help maintain a positive work environment.

• 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 the current role.

• Ability to handle and resolve complex problems.

• Strong verbal and written interaction skills include the ability to explain complex processes.

• Effective time management skills and ability to prioritize and multi-task.

• Strong PC skills - Word, Excel and Access.

• Process a variety of data entry transactions and maintenance requests.

• Track and supervise monitor outstanding issues and provide timely updates.

• Analyze, research, and resolve discrepancies in accordance with departmental SLA's to minimize risk to the company.

• Partner with stakeholders to collect reporting information.

• Interact with a variety of customers, clients, and agents related to your role.

• Ensure policy and procedures are followed, and paperwork requirements are met to minimize risk.