Senior Representative Alternative Investments

Company: Financial Advisory Workforce
Location: North Bergen
Posted on: April 1, 2026

Job Description:

Fidelity Investments is seeking a Senior Representative for Alternative Investments in our Finance, Accounting & Administration department. This position is ideal for an experienced finance professional who thrives in a dynamic, innovative environment. As a Senior Representative, you will spearhead the research and strategy development for alternative investment opportunities. Your primary responsibilities will include analyzing market trends, preparing detailed reports, and advising clients on investment options to maximize returns while managing risk. You will collaborate with cross-functional teams to align investment strategies with organizational goals and maintain a proactive approach to regulatory changes. The role demands excellent analytical abilities, strong communication skills, and a comprehensive understanding of financial markets. Fidelity offers a client-focused culture dedicated to integrity, respect, and continuous growth, with diverse career advancement opportunities in finance and tech. Research and analyze alternative investment opportunities. Develop strategies for maximizing investment returns while mitigating risk. Collaborate with cross-functional teams to ensure strategic alignment of investment initiatives. Prepare and present detailed reports and performance forecasts to senior management. Maintain up-to-date knowledge of industry trends and regulatory changes. Support client inquiries related to alternative investments. Investment analysis Financial modeling Risk management Portfolio management Microsoft Excel Investment research Medical Insurance Dental Insurance Vision Insurance Life Insurance 401k CFA designation preferred Series 7 and 63 certifications

Keywords: Financial Advisory Workforce, Hicksville , Senior Representative Alternative Investments, Accounting, Auditing , North Bergen, New York