Demo

Senior Representative, Alternative Investments

National Financial Services LLC
Two Destiny Way, TX Full Time
POSTED ON 9/8/2026
AVAILABLE BEFORE 11/7/2026
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 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. At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. 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 please contact the following: For roles based in the US: 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 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy

Salary.com Estimation for Senior Representative, Alternative Investments in Two Destiny Way, TX
$90,437 to $119,467
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