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<h3>Job Description:</h3>The RoleThe Associate Analyst, Alternative Investments, Asset Review position plays a unique and central role on a team dedicated to delivering World Class customer and transaction servicing around all aspects of alternative investment processing by vetting requests to support new products against our acceptability guidelines and asset servicing capabilities.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.<ul><li>Creatively construct, design, and implement procedures for new product offerings.</li><li>Assist in systems testing relating to industry-driven initiatives, internal enhancements and new business functionality.</li><li>Deliver quality assistance to our clients</li><li>Serve as a resource for technical issues and assist associates in problem solving.</li><li>Act as a functional subject matter expert and go-to person for complex situations and daily processing.</li><li>Play a leading role on assigned projects.</li></ul>The Expertise and Skills You Bring<ul><li>2+ years of brokerage operations experience or 5+ years related work experience preferred</li><li>Alternative Investment transaction servicing experience preferred</li><li>College degree preferred</li><li>Excellent interpersonal and communication skills (written and oral) to engage with clients and internal partners to provide them with the best quality experience</li><li>Strong analytical and problem-solving skills and ability to prioritize decisions in a fast-moving environment</li><li>Ability to work and build strong relationships across different teams within the organization</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamThe Alternative Investments team supports a leading-edge Alternative Investments platform that offers our customers the ability to represent limited partnerships, non-listed REIT's, fund of funds, registered and privately placed products above the line. Our Alternative Investment group is a part of the Operations &amp; Services Group (OSG) and services all Fidelity lines of business and handles end-to-end operations from onboarding of assets, all transactions, reconciliation, and servicing requests. Demand for our service is growing at a significant rate, making this an exciting opportunity.#FidelityAltsThe base salary range for this position is $48,000-91,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.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.<h3>Certifications:</h3><h3>Category:</h3>Brokerage Operations

Fidelity Investments

Associate Analyst, Alternative Investments

<h3>Job Description:</h3>The Role The Alternative Investments Brokerage Operations role is responsible for processing distributions 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 Distributions team is tasked with paying out all dividends, returns of capital, and reinvested shares and processing distribution election changes. The Expertise and Skills You Bring <ul><li>College degree preferred</li><li>Prior experience with alternative investments and distribution experience is preferred </li><li>Detail oriented, ability to work effectively with minimal supervision </li><li>Team player with capability to help maintain a positive work environment</li><li>Strong analytical and decision-making skills </li><li>Ability to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes </li><li>Exceptional quality and productivity in current role</li><li>Ability to handle and resolve complex problems </li><li>Strong verbal and written interaction skills including ability to explain complex processes </li><li>Effective time management skills and ability to prioritize and multi-task.</li><li>Strong PC skills - Word, Excel and Access </li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Team Operations &amp; 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. The base salary range for this position is $40,000-76,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.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.<h3>Certifications:</h3><h3>Category:</h3>Brokerage Operations

Senior Representative Alternative Investments

<h3>Job Description:</h3>Join Fidelity Fund &amp; Investment Operations (FFIO) as a Contract Negotiator and play a critical role in supporting global derivatives trading for one of the world’s leading asset managers. This is an opportunity to work on complex, high-impact agreements and collaborate with top legal and business professionals across the industry. Proficiency in equity derivatives documentation is critical to supporting a rapidly growing and strategically important area within Fidelity’s Asset Management business. Key responsibilities include:<ul><li>Negotiate a wide range of trading agreements, including ISDA Master Agreements, Master Confirmation Agreements (MCAs), bespoke equity confirmations, Futures &amp; OTC Clearing agreements, Cleared Derivative Execution Agreements (CDEAs), MSFTAs, Collateral Control Agreements (CCAs), and Prime Brokerage Agreements.</li><li>Familiarity with 2002 ISDA Equity Derivatives Definition</li><li>Ensure documentation meets global regulatory standards (Dodd-Frank, EMIR, MiFID II, etc.).</li><li>Partner with internal legal, compliance, and AML teams, as well as external counterparties.</li><li>Identify and escalate legal, credit, and operational risks.</li><li>Maintain and enhance documentation templates and playbooks.</li><li>Support fund launches, restructurings, and strategic initiatives by ensuring timely documentation. This includes coordinating with internal stakeholders to assess documentation impacts, manage bespoke requirements, and facilitate readiness for new fund launches, restructurings, and strategic initiatives involving equity derivatives and other sophisticated instruments</li><li>Drive process and technology improvements to strengthen legal support.</li><li>Identify and escalate legal, credit, and operational risks</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree required, paralegal/JD beneficial</li><li>Extensive experience negotiating equity derivatives documentation and related agreements.</li><li>Strong understanding of equity derivatives products, legal concepts, and global market regulations.</li><li>Ability to negotiate complex terms, including fallback language, collateral terms, netting provisions, and termination events.</li><li>Proven ability to manage high-volume negotiations and customized documentation structures.</li><li>Excellent communication, relationship-building, and problem-solving skills.</li><li>Ability to thrive autonomously in a fast-paced environment while handling a high volume of work and maintaining attention to detail.</li><li>Experience implementing process improvements and leveraging technology solutions.</li><li>Knowledge of regulatory impacts (Dodd-Frank, EMIR, FATCA, MiFID II, FINRA) on derivatives and trading markets.</li><li>Facilitate legal and regulatory readiness required for fund and client events for international markets and sophisticated products.</li><li>Act as a liaison with banking relationships on behalf of Fidelity for documentation and regulatory adherence to ensure operational readiness.</li><li>Ability to build strong relationships externally with industry partners and internally across legal, various product groups, investment services, trading operations, and other operational groups across Asset Management and FFIO</li><li>Experience negotiating terms with counterparties, including fallback language, collateral terms, netting provisions, and termination events</li></ul>The TeamThe Global Product Documentation Negotiator will join a team within the Fidelity Fund &amp; Investment Operations division to assist in completing agreements for intricate products. There is focus on growing a more robust legal support function for complex product documentation (including ISDA, Futures &amp; OTC Clearing, futures give up agreements, Cleared Derivative Execution Agreements (CDEA), MSFTA, &amp; Collateral Control Agreements (CCA).#Fidelityalts#FFIOALTSThe base salary range for this position is $85,000-171,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.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.<h3>Certifications:</h3><h3>Category:</h3>Investment Operations

Legal Contracts Negotiator - Equity Derivatives

<h3>Job Description:</h3>The RoleAre you waiting for your opportunity in the investment services industry? Are you curious about sophisticated topics such as mutual funds, pricing, trading, mergers, and acquisitions? Then you are ideal candidate for one of Fidelity’s most exciting and dynamic teams!Our goal is to hire YOU, the curious and growth-minded individual, who is adventurous enough to immerse yourself in the sophisticated world of brokerage operations. Your mission: To learn, analyze problems and connect dots for business partners and customers. Your reward: To excel at providing award-winning service and problem solving every day. In the role you will hone your professional competence and build your professional brand. The environment will be customer focused, ambitious, and heavily team oriented. In addition to curiosity and growth, you have a desire to be innovative and strategic – these are must haves! Classes start soon. If you are driven by curiosity, mission and fascinated by the world of finance; then become part this team!The Expertise and Skills You Bring:· You will Analyze industry problems that may include – Stock Trading, Dividends, Mutual Funds, Corporate Actions, Security Data, Securities Pricing and Physical Stock Certificates.· You will Apply various technologies to assist our customers with a range of needs – basic and sophisticated· You will Engage with customers and business partners through multiple channels – phone, email, and instant messaging· You will Envision and execute bold ideas to attract and retain the next generation of customers· You will Improve every day to prepare for future and advanced career opportunities, including – Team Lead, Analyst and Leadership· Customer Service or Problem-Solving experience preferred· College Degree or equivalent work experience preferred· A desire for continuous growth and learning about the financial services industry required· Possesses a drive to solve sophisticated problems and deliver an outstanding customer experience every day· Self-starter and comfortable working independently when needed· Excellent written and verbal communications skills· Proven technical knowledge and strong problem-solving skills· Ability to contribute ideas as well as influence and execute them in a team environment· Ability to lean into change while multi-tasking in a remote and multifaceted financial services center· Growth Mindset and an appetite for endless learning· FINRA Licenses are preferred but not required.The TeamAs a member of the Client Experience Team, you will take on the role of a Brokerage Operations Rep. You will be given an overview course of the industry, and niche training to help you master brokerage operations. You will also get an exclusive peek behind the scenes of one of the most successful privately-owned companies in the world.The base salary range for this position is $40,000-76,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.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.<h3>Certifications:</h3><h3>Category:</h3>Brokerage Operations

Senior Representative, Client Experience

<h3>Job Description:</h3>The RoleDo you want to make a difference in our customers’ lives and be part of a highly collaborative, cross-functional team committed to improving the value of our services within Fidelity Brokerage Operations &amp; Technology (FBOT)?As a leader with our Corporate Actions Team, you will have operational oversight of all announcement and reconciliation processes associated with corporate actions and income payments for the Fidelity Agency Lending business. We need a strategic thinker capable of staying abreast of corporate actions industry related trends and changes.The Expertise and Skills You Bring<ul><li>5+ years of Brokerage Operations experience required.</li><li>Demonstrated ability to lead, coach and mentor a team of associates to their full potential</li><li>Operational experience supporting international processing required.</li><li>Perform daily reconciliation of corporate action events with custodians and brokers, ensuring all data is correctly captured and discrepancies are resolved. </li><li>Experience supporting international stock lending</li><li>Act as an intermediary between banks and borrowers focusing on the importance of timely and accurate communication.</li><li>Manage expiration date events (and relevant liabilities) along with reconciliation of new entitlements for a variety of regionally specific corporate actions.</li><li>Event and instruction management in proprietary Fidelity applications.</li><li>Accountable for key talent management processes including hiring, on boarding, goal setting, performance evaluations and other career development activities for a team.</li><li>Excellent interpersonal skills with the ability to collaborate, empower and communicate effectively and assertively with internal and external stakeholders.</li><li>Ability to adjust team/departmental priorities to support changing needs.</li><li>Participation as a key stakeholder in prioritization of enhancements and new releases of core functional systems.</li><li>Track record of end-to-end process improvement delivering tangible business results.</li><li>Series 99 or 7 required or obtained within 90 days</li></ul>The compensation listed in this job posting is not accurate and is an automated statement. We have a very robust package base, bonus and more for the right candidate. Please do not let compensation deter you from exploring this amazing opportunity!Note: Fidelity will not provide immigration sponsorship for this position.The TeamThis dynamic team is a part of FBOT within the Operations &amp; Services Group (OSG), Asset Servicing division. The OSG team is responsible for the accurate and timely announcement and processing of Domestic and International Corporate Action and Income events in a high energy and fast-paced team environment. The team is responsible for supporting the Agency Lending business.The base salary range for this position is $79,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.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.<h3>Certifications:</h3>Series 99 - FINRA<h3>Category:</h3>Brokerage Operations

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