Posted 15 days ago
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**Senior AI Investor Relations Representative:** Support internal & external stakeholders understanding alternative investment products. Generate & review fund reports (monthly/quarterly), manage investor data, collaborate within teams, drive operational efficiency, and engage in fund launches and onboarding projects. Requires Bachelor's degree, 1-2 years' experience in AI or related financial operations, and extended hours during peak cycles.
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- Not specified
- City
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- Country
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Currency: Not specified
Full Job Description
Fidelity will not provide immigration sponsorship for this position.
Job Description:
The Role
The Senior Representative services both internal and external stakeholders of the funds via their understanding of alternative products. We are seeking an individual who is organized, professional, and can demonstrate the ability to work independently with minimal direct supervision who can produce and review fund and investor level reporting, such as, monthly / quarterly statements, contract notes, cash receipts, order acknowledgements, and regulatory reports.
Some other notable tasks are as follows:
- Collaborating within team environment to successfully manage daily work volume
- Ability to process investor data quickly and accurately
- Take on and complete ad-hoc and system generated reporting for the fund, channels, and other Fidelity related groups
- Partner with the funds, investors, internal stakeholders (channels, tax, accounting, technology, etc.) to ensure completion of all end to end processes
- Engage in projects within the IR team including fund launches and on-boarding, system testing, etc.
- Works to identify and mitigate risk, and improve operational efficiency
The Expertise and Skills You Bring
- Bachelors degree
- Minimum 1-2 years of industry experience, preferably in Alternative Fund Administration, or in a financial operations role
- Extended hours may be required during fund launches, system changes, as well as during peak cycles (month-end, year-end, tax season, etc.)
The Team
We are a newly created and expanding team here at Fidelity, servicing the suite of Alternative Investment products that have been created and launched by Fidelity. This new space offers Fidelity a new asset class previously unexplored by current day Fidelity funds (ETFs, Mutual Funds). If you are a motivated professional looking for a new challenge, this is an opportunity you should consider.
Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
Brokerage OperationsPlease be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
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.
Equal opportunity employer
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.
Applicant screening
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.
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