Senior Representative, Alternative Investments

Westlakeonsitesenior

Posted today · via Workday

About this role

Fidelity will not provide immigration sponsorship for this position. Job Description: Senior Representative, Alternative Investments – Follow Up/Out of Standard The Role The Alternative Investments Brokerage Operations role is responsible for following up with Sponsors and Transfer Agents to obtain acknowledgements and confirmations of pending transactions that are 20 days or older in a timely manner on behalf of our clients and to mitigate risk and exposure to the organization. This role is also responsible for working with issuers to bring in delinquent reconciliation files. These activities are performed daily and require adherence to policies, procedures, and regulatory guidelines.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: outreach

2

Level fit

This role is senior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Westlake. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

outreach

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