Alternative Investment Service Associate processing client transactions for Fidelity's Institutional Products Group. Ensuring adherence to internal guidelines and building strong client relationships.
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
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.
Benefits
comprehensive health care coverage
emotional well-being support
market-leading retirement
generous paid time off
parental leave
charitable giving employee match program
educational assistance including student loan repayment
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