Fidelity Investments · 9 hours ago
Senior Analyst, Private Equity Investments
Boston, MA
Full-time
Hybrid
Senior Level, Lead/Staff
$85K/yr - $171K/yr
8+ years expFidelity Investments is a leading financial services firm, and they are seeking a Senior Analyst for their Private Equity Operations team. The role involves facilitating private equity transactions, ensuring the accuracy of deal documents, managing credit lines, and maintaining operational efficiency within the investment process.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
No H1B
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
Qualification
Required
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
Capacity to think strategically as well as tactically
Preferred
Understanding Fidelity's Asset Management investment process and culture would be beneficial but may be learned
Benefits
Comprehensive health care coverage
Emotional well-being support
Market-leading retirement
Generous paid time off
Parental leave
Charitable giving employee match program
Educational assistance including student loan repayment
Tuition reimbursement
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.
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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