Senior Representative, Alternative Investments

Company: Fidelity Investments
Location: Euless
Posted on: February 1, 2026

Job Description:

Fidelity Investments, a world-renowned leader in financial services based in Boston, MA, is seeking a knowledgeable Senior Representative for our Alternative Investments team. This role is pivotal in managing high-value client portfolios and driving strategic investment in non-traditional asset classes, including hedge funds, real estate investments, private equity, and commodities. The Senior Representative will utilize extensive industry knowledge to enhance client outcomes, develop innovative investment strategies, and maintain compliance with all regulatory requirements. This position requires a keen understanding of market trends, risk management, and the ability to convey complex information effectively to diverse stakeholders. Evaluate and adjust investment portfolios to meet client financial goals, focusing on alternative investments. Develop and implement cutting-edge investment strategies that comply with regulatory standards. Maintain up-to-date knowledge of market trends and economic factors affecting alternative investments. Collaborate with analysts, portfolio managers, and other investment professionals to optimize investment outcomes. Provide detailed and accessible investment reports and presentations for both clients and internal stakeholders. Ensure strict adherence to risk management protocols and compliance regulations. Strong analytical skills and proficiency in financial modeling Excellent communication and presentation skills In-depth understanding of alternative investment markets and instruments Proficient in using investment management software Ability to synthesize complex information and make data-driven decisions Medical Insurance Dental Insurance Vision Insurance Life Insurance 401k CFA (Chartered Financial Analyst) preferred Series 7 and 63 licenses required

Keywords: Fidelity Investments, Lewisville , Senior Representative, Alternative Investments, Accounting, Auditing , Euless, Texas