Fidelity Investments Hiring for Associate Representative at Albuquerque, NM Full Time

Job Description:
Operations & 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.

The Alternative Investments Brokerage Operations role involves reconciling the Operations and Services Groups’ Alternative Investment positions, held in book entry form in a timely manner to mitigate risk and exposure to the organization. The primary responsibility will be the generation and processing of paperwork as well as following up on aging transactions. These activities are performed daily and require adherence to policies, procedures, and regulatory guidelines. Associates are also responsible for the generation of account change and re-registration paperwork and following up on aged items in a timely manner.

The Expertise You Have

College degree preferred

Prior experience with the alternative investment product is preferred

Prior reconciliation experience is preferred

The Skills You Bring

Knowledge of alternative investment products and reconciliation process

Detail oriented, ability to work effectively with minimal supervision

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 Value You Deliver

Escalate any potential risk to the organization

Data entry to support those funds that are reconciled manually

Interact with various fund companies and their transfer agents

Identify process improvement opportunities

Research and settlement of aged transactions

Create documentation to send to the fund companies to update their books and records

Certifications:
Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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 Us

At 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. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

We invite you to Find Your Fidelity at fidelitycareers.com.

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 accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.