Senior Representative Alternative Investments
Company: Financial Advisory Workforce
Location: Hoboken
Posted on: April 1, 2026
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Job Description:
Fidelity Investments, a leading multinational financial services
corporation based in Boston, MA, is seeking a Senior Representative
for Alternative Investments in the Banking, Insurance & Investment
department. We pride ourselves on promoting a client-focused,
innovative culture that emphasizes integrity, respect, and
continuous learning, offering diverse career opportunities in
finance, tech, and customer service. In this role, you will be
responsible for analyzing and managing a diverse portfolio of
alternative investments, conducting detailed due diligence and
research, and developing strategic investment plans that enhance
the performance of the portfolios. The ideal candidate will have a
BA/BS degree in Finance or a related field, at least 7 years of
experience in investment management with a focus on alternative
investments, and a CFA certification or equivalent. You will
collaborate with cross-functional teams to support and innovate our
investment strategies, develop client presentations, and ensure
compliance with both company and regulatory policies. Fidelity
offers a dynamic work environment in a hybrid setting, supported by
a competitive compensation package including bonuses and
comprehensive benefits such as medical, dental, vision insurance,
and 401(k) plans. Join us to be part of an organization that
supports professional growth and is committed to innovating the
financial sector. Analyze and manage a diverse portfolio of
alternative investments. Conduct detailed due diligence and
research on prospective investment opportunities. Develop strategic
investment plans and monitor market trends. Collaborate with
cross-functional teams to enhance investment strategies. Develop
client presentations and reports to communicate portfolio
performance. Ensure compliance with company and regulatory
investment policies. Financial analysis Investment strategy
development Portfolio management Market research Risk assessment
Client communication Medical Insurance Dental Insurance Vision
Insurance 401k CFA or equivalent
Keywords: Financial Advisory Workforce, White Plains , Senior Representative Alternative Investments, Accounting, Auditing , Hoboken, New York
