Job Title Senior Analyst, Private Equity Operations
The RoleAs part of the Private Equity Operations team, our new Senior Analyst will facilitate the settlement of private investments into mutual funds and institutional portfolios through the coordination of the review and approval process across various internal departments. In addition, the Senior Analyst will support our private equity alternative investment products by coordinating the operational aspects of credit line and cash flow management as well as new product development and launches. To succeed in this role, the Senior Analyst should have confidence working with individuals at various levels across the organization, a focus on operational efficiency and risk management and a as well as the ability to problem solve and work quickly under pressure.- Facilitate private equity transactions throughout the investment process from initial investment approval to security settlement
- Ensure final deal documents are accurate and complete
- Support operational aspects of credit line management including coordination of credit line draws, monitoring of credit line capacity and anticipated investment activity, and credit line repayment via capital calls
- Document and maintain procedures; compile and disseminate monthly reporting
- Monitor private placement exposures by fund; field requests for data from other internal groups including senior management
- Cultivate partnerships with our teams, including Trading, Legal, Compliance, Treasurer’s Office, Investment Professionals, Trade Settlements, Corporate Actions, Alternative Accounting, Corporate Treasury, and Operations Services Group.
- Understanding Fidelity’s Asset Management investment process and culture would be beneficial but may be learned.
- BA/BS Degree, preferably in Accounting or Finance
- 8-10 years of fund operation experience, exposure to equity investing a plus
- High ethical and moral character
- Excellent analytical, issue management, and problem-solving skills
- Must be highly organized and meticulously detail oriented
- Highly developed risk management skills
- Self-motivated and comfortable taking the initiative to problem solve
- Ability to perform multiple tasks simultaneously and comfortable in an environment of shifting priorities
- Excellent listener and strong communicator
- Capacity to think strategically as well as tactically
Note: Fidelity is not providing immigration sponsorship for this position
The TeamAs a member of the Investment Services team for FMR’s Global Equity group, our Senior Analyst of Private Equity Operations will work primarily with our Equity Investment team. Our offices are in Boston, London, and Hong Kong. Together we are largely responsible for all private investments in private companies (late-stage growth equity, Pre-IPO) as well as supporting our Private Equity Alternative Investment Products.The base salary range for this position is $85,000-171,000 USD per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s 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.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Investment OperationsFidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
-
Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
-
Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
-
Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
Similar Jobs
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
