Senior Analyst, Alternative Investments 

The Role

The Senior Analyst, Alternative Investments is a member of a broader investment team and will be responsible for supporting the intake and execution of private equity, real estate, venture capital, hedge fund, and other alternative and non-traditional investment transactions. This individual will work closely with internal stakeholders, including alternative investment due diligence, oversight, operations, and others, external advisors, investment managers, and investment custodian staff to support the timely execution and accurate recording of alternative investment transactions. This position requires strong communications skills, attention to detail, positive and professional attitude, as well as the ability to work in a dynamic team environment.

This member of the team will also:

Provide transaction support through triaging, onboarding, and maintaining non-traditional investments that involve non-standard contracts, investment execution, wire instructions, valuation, investment and operational due diligence reports, and documentation

Monitor and improve transaction processes

Quickly acquire and assimilate information from multiple sources

Assess and mitigate risk in real-time

Review and evaluate data against key performance indicators

Analyze workflow and propose workflow and system improvements to meet the needs of the team

The Expertise and Skills You Bring

Degree in Finance, Accounting, or a related field is required

Experience in investment operations is required, preferably with private markets and other non-traditional assets

3+ years’ experience in financial services, asset management, or wealth management is preferred

Experience with private markets and non-traditional assets is preferred

Experience with Salesforce and Advent helpful but not required

Progress toward advanced degrees or certifications such as MBA, CFA, CAIA or others is helpful but not required

Skills required for the role:

A high degree of attention to detail

Strong analytical and detail-oriented aptitude

Ability to manage time effectively, set priorities and manage/meet multiple deadlines

Excellent communication and organizational skills

An existing familiarity with financial markets

A friendly, professional demeanor and ability to excel in a team-oriented environment

Embracing of change and continuous improvement

Strong proficiency with Microsoft Office suite

Ability to maintain successful working relationships across a multitude of business partner teams

Thinks critically to solve complex business problems

Note: Fidelity is not providing immigration sponsorship for this position

The Team

The mission of Fidelity Charitable is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization's employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising. This role is on the Fidelity Charitable Investment Team. For more information about Fidelity Charitable, visit https://www.fidelitycharitable.org. 
 

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.