Job Description:

　　The Job

　　The Senior Representative, Alternative Investments role involves reconciling the Operations and Services Groups' Alternative Investment positions, held in book entry form in a timely manner to mitigate risk and exposure to the organization. The primary responsibility will be the generation and processing of paperwork as well as following up on aging transactions. These activities are performed daily and require adherence to policies, procedures, and regulatory guidelines. Associates are also responsible for the generation of account change and re-registration paperwork and following up on aged items in a timely manner.

　　Minimize risk to the organization by resolving discrepancies within 7 days of identifyingAnalyze and research discrepancies with issuersTake in reporting information and upload timelyProcess various maintenance requestsInteract with various fund companies and their transfer agentsIdentify process improvement opportunitiesPrioritize and maintain control on all discrepancies by age/market value

　　The Experience and Skills You Bring

　　College degree preferred1-2 years financial services experience preferredPrior experience with the alternative investment product is preferredPrior reconciliation experience is preferredKnowledge of alternative investment products and reconciliation process Detail oriented, ability to work effectively with minimal supervisionTeam player with capability to help maintain a positive work environmentStrong analytical and decision making skillsAbility to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes Exceptional quality and productivity in current roleAbility to handle and resolve complex problems • Strong verbal and written interaction skills including ability to explain complex processesEffective time management skills and ability to prioritize and multi-task.Strong PC skills - Word, Excel and Access

　　The Team

　　Nestled within the Operations & Services Group (OSG), the Alternative Investments Brokerage Operations department is responsible for reconciling the OSG's Alternative Investment positions, held in book entry form in a timely manner to mitigate risk and exposure to the organization.

　　The base salary range for this position is $39,000-$61,000 per year.

　　Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

　　Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

　　We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

　　Certifications:

　　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 Best Place to Work in 2023. 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.

　　At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

　　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, or by calling 800-835-5099, prompt 2, option 3.

　　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 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.