FMR

Senior Representative, Alternative Investments

United States · Work style not stated · Full time

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About the role

Description from the employer’s posting. Check the employer’s page for the current version.

EmployerFMR
LocationUnited States
Work styleWork style not stated
Employment typeFull time
Employer posted6 Oct 2026

Fidelity will not provide immigration sponsorship for this position.

Job Description:

Senior Representative, Alternative Investments - Trades

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Alternative Investments Brokerage Operations role is responsible for processing trades accurately on behalf of our clients and in a timely manner to mitigate risk and exposure to the organization. These activities are performed daily and require adherence to policies, procedures, and regulatory guidelines

The Trading team supports any subscription, capital call, or redemption of an AI position into or out of NFS custody.

The Expertise and Skills You Bring

College degree preferred

Prior experience with alternative investments and transfers process experience is preferred

Detail oriented, ability to work effectively with minimal supervision

Show full description

Team player with capability to help maintain a positive work environment

Strong analytical and decision-making skills

Ability to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes

Exceptional quality and productivity in current role

Ability to handle and resolve complex problems

Strong verbal and written interaction skills including ability to explain complex processes

Effective time management skills and ability to prioritize and multi-task.

Strong PC skills - Word, Excel and Access

The Team

Operations and 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.

An Alternative Investment (AI) is a highly specialized investment vehicle that is tailored to sophisticated, high net-worth investors and are not traded on any public market. Our Alternative Investments group services all Fidelity lines of business and handles end-to-end operations from onboarding of assets, all transactions, reconciliation, and servicing requests.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Brokerage Operations

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.

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