Financial Analysis Coordinator overseeing financial operations and budget management at Virtua Health. Ensuring accurate reporting and providing financial education to management teams.
About the role
- Sr. Analyst managing operations for alternative investments at Fidelity. Driving fund strategy and enhancing investor experiences through effective operational support.
Responsibilities
- 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
- helping drive improvements to our investor’s private fund experience
- crafting/maintaining procedures for associates
- participating in cross training to ensure team implements any new processes or changes
- embracing an open-minded outlook and adapting to change
- responding to operational issues timely and effectively
Requirements
- Bachelor’s or equivalent
- 5+ years of experience in fund operations
- Strong understanding of asset management middle office/back-office functions
- Experience with private fund administration and/or transfer agent applications
- Knowledge and an understanding of FinTech private fund platforms a plus
- Analytical, possessing superior research and problem-solving skills
- Ability to explain and resolve complex processes
- Self-starter, individual contributor
- Ability to maintain effective and mutually beneficial working relationships with internal and external counterparts
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
- tuition reimbursement
- learning resources to develop your career
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