Senior Analyst, Private Equity Investments
Posted on: 3 Feb 2026
Boston, MA
Job Description
The Role
As part of the Private Equity Operations team, our new Senior Analyst will facilitate the settlement of private investments into mutual funds and institutional portfolios through the coordination of the review and approval process across various internal departments. In addition, the Senior Analyst will support our private equity alternative investment products by coordinating the operational aspects of credit line and cash flow management as well as new product development and launches. To succeed in this role, the Senior Analyst should have confidence working with individuals at various levels across the organization, a focus on operational efficiency and risk management and a as well as the ability to problem solve and work quickly under pressure.
Facilitate private equity transactions throughout the investment process from initial investment approval to security settlement
Ensure final deal documents are accurate and complete
Support operational aspects of credit line management including coordination of credit line draws, monitoring of credit line capacity and anticipated investment activity, and credit line repayment via capital calls
Document and maintain procedures; compile and disseminate monthly reporting
Monitor private placement exposures by fund; field requests for data from other internal groups including senior management
Cultivate partnerships with our teams, including Trading, Legal, Compliance, Treasurer’s Office, Investment Professionals, Trade Settlements, Corporate Actions, Alternative Accounting, Corporate Treasury, and Operations Services Group.
Understanding Fidelity’s Asset Management investment process and culture would be beneficial but may be learned.
The Expertise and Skills You Bring
BA/BS Degree, preferably in Accounting or Finance
8-10 years of fund operation experience, exposure to equity investing a plus
High ethical and moral character
Excellent analytical, issue management, and problem-solving skills
Must be highly organized and meticulously detail oriented
Highly developed risk management skills
Self-motivated and comfortable taking the initiative to problem solve
Ability to perform multiple tasks simultaneously and comfortable in an environment of shifting priorities
Excellent listener and strong communicator
Capacity to think strategically as well as tactically
Fidelity Investments
Boston, MA
Fidelity Investments is a privately-owned investment management company that was established in 1946 as a mutual fund company. Fidelity now offers a range of services including fund distribution and investment advice, wealth management, life insurance, retirement services, and securities execution and clearance. It manages equity, fixed income, and balanced mutual funds for individual investors, businesses, financial advisors, and institutional investors.
Based in Boston, Massachusetts, it is one of the largest investment management firms in the United States, with over 26 million customers, $6.5 trillion in total customer assets, and more than $2.4 trillion in global assets under management
History of Fidelity Investments
The Fidelity Fund was established in 1930, a year after the stock market crash of 1929 and before the Great Depression of 1933. The fund continued to operate until 1943 when it was acquired by Boston-based lawyer Edward C. Johnson II. At the time, the fund reported assets under management valued at $3 million. In 1946, Johnson II founded the Fidelity Management and Research Company, now Fidelity Investments, to serve as an investment advisor to the Fidelity Fund. When running the fund, Johnson’s objective was to buy stocks with a potential for growth, and not necessarily blue-chip stocks.
Fidelity Investments Operations
Fidelity Investments operates several businesses, with the main ones being mutual funds and brokerage services. The mutual fund division comprises three divisions – equity, high-income, and fixed income divisions. The company operates Fidelity Contrafund, the largest non-indexed mutual fund in the United States, with over $107.4 billion in assets. Fidelity Investments also owns Fidelity Magellan, which was at one time managed by former CEO and President Ned Johnson. Fidelity Magellan manages assets totaling $15.5 billion.
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IndustryBanking/Financial Services
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No. of Employees50,000+
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Website
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Jobs Posted892
