Senior Analyst, Private Equity Investments
About The Position
As part of the Private Equity Operations team, our new Senior Analyst will facilitate the settlement of private investments into mutual funds and institutional portfolios through the coordination of the review and approval process across various internal departments. In addition, the Senior Analyst will support our private equity alternative investment products by coordinating the operational aspects of credit line and cash flow management as well as new product development and launches. To succeed in this role, the Senior Analyst should have confidence working with individuals at various levels across the organization, a focus on operational efficiency and risk management and a as well as the ability to problem solve and work quickly under pressure. Understanding Fidelity’s Asset Management investment process and culture would be beneficial but may be learned.
Requirements
- BA/BS Degree, preferably in Accounting or Finance
- 8-10 years of fund operation experience, exposure to equity investing a plus
- High ethical and moral character
- Excellent analytical, issue management, and problem-solving skills
- Must be highly organized and meticulously detail oriented
- Highly developed risk management skills
- Self-motivated and comfortable taking the initiative to problem solve
- Ability to perform multiple tasks simultaneously and comfortable in an environment of shifting priorities
- Excellent listener and strong communicator
Nice To Haves
- Understanding Fidelity’s Asset Management investment process and culture would be beneficial but may be learned.
Responsibilities
- Facilitate private equity transactions throughout the investment process from initial investment approval to security settlement
- Ensure final deal documents are accurate and complete
- Support operational aspects of credit line management including coordination of credit line draws, monitoring of credit line capacity and anticipated investment activity, and credit line repayment via capital calls
- Document and maintain procedures; compile and disseminate monthly reporting
- Monitor private placement exposures by fund; field requests for data from other internal groups including senior management
- Cultivate partnerships with our teams, including Trading, Legal, Compliance, Treasurer’s Office, Investment Professionals, Trade Settlements, Corporate Actions, Alternative Accounting, Corporate Treasury, and Operations Services Group.
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
