What are the responsibilities and job description for the Complex Asset Specialist position at Fidelity Investments?
Job Description
Complex Asset Specialist
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Complex Asset Specialist is a key member of the Complex Assets Group supporting oversight of data management, reporting, and general support of all complex asset contributions. This person will work closely with senior level subject matter experts to ensure accurate and timely transaction processing and management of private assets, contributions, and investments. 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.
The Expertise And Skills You Bring
Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals.
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.
Certifications
Category:
Investment Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
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.
Complex Asset Specialist
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Complex Asset Specialist is a key member of the Complex Assets Group supporting oversight of data management, reporting, and general support of all complex asset contributions. This person will work closely with senior level subject matter experts to ensure accurate and timely transaction processing and management of private assets, contributions, and investments. 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.
The Expertise And Skills You Bring
- Bachelor’s Degree required with concentration in business management, economics, finance or accounting preferred.
- 1-3 years of Financial Services experience, preferably in Fund Operations, Custody Services or Brokerage Operations.
- Working knowledge of transaction processing related to investment products.
- An understanding of both public markets as well as the private asset industry or a keen interest in hedge funds and private equity operations.
- Strong analytical and detail-oriented aptitude.
- A high degree of accuracy and understanding urgency is required.
- Experience in creating or enhancing documented policy & procedures.
- Excellent communication and organizational skills.
- A general understanding of financial markets.
- Ability to manage time effectively, set priorities and meet deadlines.
- Strong proficiency with Microsoft Office products, specifically Excel.
- Ability to maintain successful working relationships across a multitude of cross functional teams.
Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals.
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.
Certifications
Category:
Investment Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
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.