Job Description:

Senior Analyst, Alternative Investments

The Role

The Senior Analyst, Alternative Investments is a member of a broader investment team and will be responsible for supporting the intake and execution of private equity, real estate, venture capital, hedge fund, and other alternative and non-traditional investment transactions. This individual will work closely with internal stakeholders, including alternative investment due diligence, oversight, operations, and others, external advisors, investment managers, and investment custodian staff to support the timely execution and accurate recording of alternative investment transactions. This position requires strong communications skills, attention to detail, positive and professional attitude, as well as the ability to work in a dynamic team environment.

This member of the team will also:

• Provide transaction support through triaging, 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

• Quickly acquire and assimilate information from multiple sources

• Assess and mitigate risk in real-time

• Review and evaluate data against key performance indicators

• Analyze workflow and propose workflow and system improvements to meet the needs of the team

The Expertise and Skills You Bring

• Degree in Finance, Accounting, or a related field is required

• Experience in investment operations is required, preferably with private markets and other non-traditional assets

• 3+ years’ experience in financial services, asset management, or wealth management is preferred

• Experience with private markets and non-traditional assets is preferred

• Experience with Salesforce and Advent helpful but not required

• Progress toward advanced degrees or certifications such as MBA, CFA, CAIA or others is helpful but not required

Skills required for the role:

• A high degree of attention to detail

• Strong analytical and detail-oriented aptitude

• Ability to manage time effectively, set priorities and manage/meet multiple deadlines

• Excellent communication and organizational skills

• An existing familiarity with financial markets

• A friendly, professional demeanor and ability to excel in a team-oriented environment

• Embracing of change and continuous improvement

• Strong proficiency with Microsoft Office suite

• Ability to maintain successful working relationships across a multitude of business partner teams

• Thinks critically to solve complex business problems

Note: Fidelity is not providing immigration sponsorship for this position

The Team

The mission of Fidelity Charitable is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization's employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising. This role is on the Fidelity Charitable Investment Team. For more information about Fidelity Charitable, visit https://www.fidelitycharitable.org.

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