The associate will act as the owner of the relationship between the Product Sponsor and Fidelity. The Expertise and Skills You Bring * College degree preferred * Knowledge of alternative investment ...
The associate will act as the owner of the relationship between the Product Sponsor and Fidelity. The Expertise and Skills You Bring * College degree preferred * Knowledge of alternative investment ...
The associate will act as the owner of the relationship between the Product Sponsor and Fidelity. The Expertise and Skills You Bring * College degree preferred * Knowledge of alternative investment ...
The associate will act as the owner of the relationship between the Product Sponsor and Fidelity. The Expertise and Skills You Bring * College degree preferred * Knowledge of alternative investment ...
The associate will act as the owner of the relationship between the Product Sponsor and Fidelity. The Expertise and Skills You Bring * College degree preferred * Knowledge of alternative investment ...
The associate will act as the owner of the relationship between the Product Sponsor and Fidelity. The Expertise and Skills You Bring * College degree preferred * Knowledge of alternative investment ...
The associate will act as the owner of the relationship between the Product Sponsor and Fidelity. The Expertise and Skills You Bring * College degree preferred * Knowledge of alternative investment ...
The associate will act as the owner of the relationship between the Product Sponsor and Fidelity. The Expertise and Skills You Bring * College degree preferred * Knowledge of alternative investment ...
The associate will act as the owner of the relationship between the Product Sponsor and Fidelity. The Expertise and Skills You Bring * College degree preferred * Knowledge of alternative investment ...
The associate will act as the owner of the relationship between the Product Sponsor and Fidelity. The Expertise and Skills You Bring * College degree preferred * Knowledge of alternative investment ...
The associate will act as the owner of the relationship between the Product Sponsor and Fidelity. The Expertise and Skills You Bring * College degree preferred * Knowledge of alternative investment ...
The associate will act as the owner of the relationship between the Product Sponsor and Fidelity. The Expertise and Skills You Bring * College degree preferred * Knowledge of alternative investment ...
The associate will act as the owner of the relationship between the Product Sponsor and Fidelity. The Expertise and Skills You Bring * College degree preferred * Knowledge of alternative investment ...
The associate will act as the owner of the relationship between the Product Sponsor and Fidelity. The Expertise and Skills You Bring * College degree preferred * Knowledge of alternative investment ...
Internal Alternative Investment Specialist - Analyst / Associate
Greenwich, CT · On-site
$90K - $115K/yr
About the Role iCapital's Portfolio Management team is looking to hire an Associate Internal Alternative Investment Specialist to support a new series of accredited investor-focused offerings created ...
Internal Alternative Investment Specialist - Analyst / Associate
Greenwich, CT · On-site
$90K - $115K/yr
About the Role iCapital's Portfolio Management team is looking to hire an Associate Internal Alternative Investment Specialist to support a new series of accredited investor-focused offerings created ...
The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
Rowe Price, and its affiliates, has more than 7,000 associates and over $1.7 trillion in assets ... The Senior Alternative Investment Specialist (B/D) position offers a unique opportunity to expand ...
Rowe Price, and its affiliates, has more than 7,000 associates and over $1.7 trillion in assets ... The Senior Alternative Investment Specialist (B/D) position offers a unique opportunity to expand ...
Internal Alternative Investment Specialist - Analyst / Associate
New York, NY · Hybrid
$90K - $115K/yr
About the Role iCapital's Portfolio Management team is looking to hire an Associate Internal Alternative Investment Specialist to support a new series of accredited investor-focused offerings created ...
Internal Alternative Investment Specialist - Analyst / Associate
New York, NY · Hybrid
$90K - $115K/yr
About the Role iCapital's Portfolio Management team is looking to hire an Associate Internal Alternative Investment Specialist to support a new series of accredited investor-focused offerings created ...
The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
Alternative Investment Operations - Associate
Salt Lake City, UT · Remote
$70K - $85K/yr
About the Role iCapital is seeking an Associate to join the Platform Operations team. This role ... varying alternative investment products. Qualifications * 2-5+ years of experience in a client ...
Alternative Investment Operations - Associate
Salt Lake City, UT · Remote
$70K - $85K/yr
About the Role iCapital is seeking an Associate to join the Platform Operations team. This role ... varying alternative investment products. Qualifications * 2-5+ years of experience in a client ...
The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously.
Alternative Investment Associate information
See salary details
$22K - $39.4K
4% of jobs
$39.4K - $56.8K
14% of jobs
$60.7K is the 25th percentile. Wages below this are outliers.
$56.8K - $74.2K
32% of jobs
The median wage is $74.7K / yr.
$74.2K - $91.6K
18% of jobs
$91.6K - $109K
7% of jobs
$109.4K is the 75th percentile. Wages above this are outliers.
$109K - $126.5K
12% of jobs
$126.5K - $143.9K
9% of jobs
$143.9K - $161.3K
4% of jobs
$161.3K - $178.7K
0% of jobs
$178.7K - $196.1K
0% of jobs
$196.1K - $213.5K
0% of jobs
$22K
$97.1K
$213.5K
How much do alternative investment associate jobs pay per year?
What is the difference between Alternative Investment Associate vs Hedge Fund Analyst?
| Aspect | Alternative Investment Associate | Hedge Fund Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, finance or related field; certifications like CFA beneficial | Bachelor's degree, finance/economics; CFA often preferred |
| Work Environment | Asset management firms, private equity, real estate | Hedge funds, investment firms, asset management |
| Industry Usage | Used in private equity, real estate, infrastructure investments | Common in hedge funds, alternative strategies |
The Alternative Investment Associate and Hedge Fund Analyst roles share similar educational backgrounds and work environments, often requiring finance degrees and CFA certifications. Both work within asset management or hedge fund firms, focusing on investment analysis. However, the Alternative Investment Associate typically handles a broader range of alternative assets like private equity and real estate, while the Hedge Fund Analyst concentrates on hedge fund strategies and trading activities.
What are some common challenges faced by Alternative Investment Associates in their day-to-day work?
What are the key skills and qualifications needed to thrive as an Alternative Investment Associate, and why are they important?
What are Alternative Investment Associates?
Full-time
Posted 7 days ago
Fidelity Investments rating
8.7
Based on 264 frontline employees who took The Breakroom Quiz
14th of 138 rated financial services
Job description
The Role
The Alternative Investments Brokerage Operations role involves reconciling the Operations and Services Groups' Alternative Investment positions, held in book entry form, 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 Recon team is tasked with reconciliation of Hedge Funds, non-publicly traded REITS, Funds of Funds, Private Investment Funds and other asset classes. The associate will also be responsible for handling research requests regarding account transactions and for resolving complex reconciliation issues in a timely manner. The associate will act as the owner of the relationship between the Product Sponsor and Fidelity.
The Expertise and Skills You Bring
College degree preferred
Knowledge of alternative investment products and reconciliation process
2 years brokerage experience, or 5 work related experience
Reconcile fund activity to internal books-and-records
Minimize risk to the organization by resolving discrepancies within 7 days of identifying
Analyze and research discrepancies and aged transactions with issuers
Process various maintenance requests
Escalate any potential risk to the organization
Data entry to support those funds that are reconciled manually
Analyze or review decision-related transactions and ensure compliance
Interact with various fund companies and their transfer agents
Review of brokerage activity and fund statements
Reconcile suspense accounts
Identify process improvement opportunities
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
Note: Fidelity will not provide immigration sponsorship for this position.
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.
Certifications:Category:Brokerage OperationsPlease 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.
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