Posted 5 days ago
No clicks
**Senior Representative, Alternative Investments - Distributions** Responsible for accurate and timely processing of client distributions, including dividends, returns of capital, and reinvested shares. Ensures adherence to policies, procedures, and regulatory guidelines. Requires a college degree and prior experience in alternative investments and distributions. Must be detail-oriented, effective under minimal supervision, and skilled in decision-making. Proficiency in Word, Excel, and Access is essential. Fidelity does not sponsor immigration for this position.
- Compensation
- Not specified USD
- City
- Not specified
- Country
- Not specified
Currency: $ (USD)
Full Job Description
Job Description:
Senior Representative, Alternative Investments - Distributions
The Role
The Alternative Investments Brokerage Operations role is responsible for processing distributions accurately on behalf of our clients and in a timely manner to mitigate risk and exposure to the organization. These activities are performed daily and require adherence to policies, procedures, and regulatory guidelines
The Distributions team is tasked with paying out all dividends, returns of capital, and reinvested shares and processing distribution election changes.
The Expertise and Skills You Bring
College degree preferred
Prior experience with alternative investments and distribution experience is preferred
Detail oriented, ability to work effectively with minimal supervision
Team player with capability to help maintain a positive work environment
Strong analytical and decision-making skills
Ability to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes
Exceptional quality and productivity in current role
Ability to handle and resolve complex problems
Strong verbal and written interaction skills including ability to explain complex processes
Effective time management skills and ability to prioritize and multi-task.
Strong PC skills - Word, Excel and Access
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
Operations and Services Group (OSG) provides superior customer service to Fidelity's Institutional Products Group's businesses through innovation, dedication and commitment to excellence. With eight operating divisions located throughout the country, OSG provides securities execution, clearance, and information management services to retail, institutional, and correspondent clients. OSG performs tens of thousands of over-the-counter, listed equities, options, bonds, and mutual fund transactions daily.
An Alternative Investment (AI) is a highly specialized investment vehicle that is tailored to sophisticated, high net-worth investors and are not traded on any public market. Our Alternative Investments group services all Fidelity lines of business and handles end-to-end operations from onboarding of assets, all transactions, reconciliation, and servicing requests.
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.
Apply
All fields are required.
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.
AI Guidelines
Learn about our guidelines for use of AI when applying for a Fidelity job
