ALTERNATIVE INVESTMENT Trading Senior Representative

Company: Fidelity Investments
Location: Jersey City
Posted on: September 14, 2023

Job Description:

Job Description:The RoleThe Alternative Investment Trading, Senior Representative role will be responsible for processing client transactions accurately and expeditiously. Attention to detail and accuracy will be must for this role. The Senior Representative will be required to deal with high volume workloads as well as managing multiple client requests/issues that must be completed within a tight timeframe. The Senior Representative will also be responsible for monitoring adherence to internal guidelines in addition to building and maintaining strong relationships while providing a superior level of customer service. The ideal candidate will be responsible for having the technical expertise to respond to inquiries related to transaction processing as well as be detailed oriented and possess excellent interpersonal and communication skills, the ability and desire to learn new functions and the ability to communicate both verbally and in writing.
The Expertise and Skills You Bring

• College degree preferred
• 2+ years brokerage operations experience, or 5+ work related experience is preferred
• Prior experience with the alternative investment product is preferred
• Mutual fund operations experience will be considered in lieu of alternative investment experience.
• Ensure alternative investment policy and procedures are followed and paperwork requirements are met
• Ability to process alternative investment subscription, redemption and transfer transactions
• Strong organization and time management skills
• Strong problem-solving skills
• Ability to write clear and concise communication to internal and external business partners
• Track and supervise outstanding issues and provide timely updates
• High accuracy transaction processing
• Passion for customer serviceThe TeamOperations & 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.Certifications:Company OverviewFidelity 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 UsAt 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 , 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.Many of our associates are continuing to work remotely temporarily due to COVID-19. 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 \u0022.\u0022We invite you to Find Your Fidelity at .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--, or by calling 800-835-5099, prompt 2, option 3.

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