Manager, Alternative Investment Operations at Fidelity Investments

| Raleigh-Durham, NC
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Job Description:

The Expertise and Skills You Bring
  • Degree in Paralegal Studies, Finance, Accounting, or a related field is preferred
  • Experience in financial services, asset management, or wealth management is preferred
  • Experience with private markets and non-traditional assets is preferred
  • Strong analytical and detail-oriented aptitude
  • A high degree of attention to detail is required
  • Experience creating or enhancing documented policy & procedures
  • Excellent communication and organizational skills
  • A general understanding of financial markets
  • Ability to manage time effectively, set priorities and manage/meet deadlines
  • A friendly professional demeanor and ability to excel in a team-oriented environment
  • Strong proficiency with Microsoft Office suite and Adobe Acrobat
  • Ability to maintain successful working relationships across a multitude of business partner teams
  • Embracing of change and continuous improvement

The Value You Deliver
  • Gather and complete fund subscription documents, investment questionnaires, and supporting materials utilizing established guidelines
  • Respond to investment manager inquiries and questionnaires in support of ongoing portfolio management
  • Support new business by working closely with internal stakeholders, including legal, tax, and compliance
  • Provide transaction support through analyzing, onboarding, and maintaining non-traditional investments that involve non-standard contracts, investment execution, wire instructions, valuation, investment and operational due diligence reports, and documentation
  • Monitor and improve transaction processes
  • Assimilate information from multiple sources
  • Strong individual contributor who works effectively as a member of a highly functioning team

The Team

Manager, Alternative Investment Operations is a member of a broader investment oversight and operations team and will be responsible for supporting the execution of private equity, real estate, venture capital, hedge fund, and other alternative and non-traditional investment transactions. This individual will be responsible for gathering and completing fund subscription documents, investment questionnaires, and supporting materials necessary to execute new investments in private markets and other non-traditional investments. This individual will work closely with internal stakeholders, including alternative investment due diligence and oversight, compliance, legal, and others, external portfolio management, general partners, and investment custodian staff to support the timely execution and accurate recording of alternative investments and other transactions. This position requires strong communications skills, attention to detail, positive professional attitude, and ability to work in a dynamic team environment.

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 2022. 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.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, 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."

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 Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.
More Information on Fidelity Investments
Fidelity Investments operates in the Fintech industry. The company is located in Boston, MA and Covington, KY. Fidelity Investments was founded in 1946. It has 58848 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 315 open jobs at Fidelity Investments, click here.
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