Westlake TX Hiring Associate Analyst, Alternative Investments

Role Overview

The Associate Analyst, Alternative Investments role handles distribution processing for clients accurately and on time, which limits risk and exposure for the organization. These tasks run daily and must follow company policies, procedures and regulatory guidelines. The Asset Review team oversees onboarding of new alternative products onto the platform and maintains existing products.

Key Skills and Attributes

• A college degree is preferred
• Prior experience with alternative investments and distributions is preferred
• Detail oriented and able to work with minimal supervision
• Team player who helps maintain a positive work environment
• Strong analytical and decision-making skills
• Ability to prioritize in a fast-paced setting with multiple deadlines
• Exceptional quality and productivity in the current role
• Ability to handle and resolve complex problems
• Strong verbal and written communication, including explaining complex processes
• Effective time management and multitasking
• Strong PC skills in Word, Excel and Access

About the Team

Operations & Services Group (OSG) supports Fidelity's Institutional Products Group businesses. Across eight operating divisions nationwide, OSG handles securities execution, clearance and information management for retail, institutional and correspondent clients, processing tens of thousands of over-the-counter, listed equity, options, bond and mutual fund transactions each day.

Alternative Investments (AI) are specialized vehicles designed for sophisticated, high net-worth investors that do not trade on public markets. The Alternative Investments group supports all Fidelity lines of business and manages end-to-end operations, from asset onboarding and transactions to reconciliation and servicing requests.

Onsite Working Model

Fidelity is moving to a full-time onsite working model in phases across regions and roles. Some roles and locations currently require 100% onsite presence, while others require less. Expectations may change as the rollout continues. This transition does not apply to fully remote roles.