Analyst, Shareholder Reporting NH
4 days ago
Job Description:
The Role
As a Shareholder Reporting Analyst, you will use your analytical skills and attention to detail to prepare documents and filings effectively and efficiently using various Fidelity systems and process validations. Your understanding of mutual fund operations will enhance your ability to adapt quickly to the role and ensure the accuracy and completeness of regulatory documents and filing requirements for Fidelity s U.S. 1940 Act products and certain institutional products.
This role requires phenomenal attention to detail, ability to work in a time sensitive environment and the ability to "think outside of the box." In addition to the technical aspect of the role, the Analyst will also perform project work, look for process improvements, partake in training and development opportunities and is part of a larger team effort. This includes the ability to identify, analyze and escalate potential risks using knowledge of department policies, procedures, and disclosure requirements. The Expertise and Skills you Bring
- B/S or B/A (Finance or business equivalent field preferred).
- Experience with regulatory legal and/or financial reporting preferred
- Strong MS Excel skills.
- Proficiency with reporting tools such as Workbench/JIRA
- Strong analytical skills
- Knowledge of Fidelity s product lines and Fidelity s mutual fund operations
- Self-starter with ability to work under tight time constraints to meet deliverables
- Proactively identify high risk exposure and develop effective solutions to minimize risks
- Ability to prioritize and balance multiple projects and tasks simultaneously
- The ability to work overtime and be flexible will be required at times. Depending on the project that the analyst supports, the work hours may vary from early morning/late evening shifts to more standard work hours.
- Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manger to understand the potential impact to your registrations before a final hiring decision is made.
The Team
The Cycle Prep Team is part of the Registration Statements Production group within Shareholder Reporting team, responsible for creating and filing Fidelity Fund regulatory documents. The team works closely with the Treasurer s office, the Legal Department and Product Governance to ensure accurate and timely reporting requirements. The team strives to deliver SMART, SIMPLE, and SCALABLE reporting solutions while cultivating our talent.
Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
Join Us
At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a
Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,
detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.We invite you to Find Your Fidelity at
fidelitycareers.com.Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to
accommodations@fmr.com.-
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merrimack, United States Fidelity TalentSource LLC Full timeJob Description: The Role Are you interested in leading both people and process on a developing operational team? Do you have a strong knowledge of financial reporting requirements for private partnerships following investment company GAAP? The Director, Alts Shareholder Reporting, Financial Statements Production role manages a team that delivers accurate,...
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