Fidelity Investments · 1 day ago
Senior Representative Alternative Investments
Roanoke, TX
Full-time
Hybrid
Mid, Senior Level
$40K/yr - $76K/yrFidelity Investments is a leading financial services company, and they are seeking a Senior Representative for their Alternative Investments Brokerage Operations. The role involves processing distributions accurately for clients while adhering to policies and regulatory guidelines.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
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
Qualification
Required
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
Preferred
College degree preferred
Prior experience with alternative investments and distribution experience is preferred
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
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
Founded in 1946
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-23
Livemint.com
2026-01-22
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