Fidelity TalentSource LLC | Sr. Manager, Financial Reporting NH
4 weeks ago
Job Description:
The Role
Are you interested in joining a collaborative, operations-focused team? Do you have solid understanding and experience preparing or auditing financial statements for investment products? In this role the Senior Manager, Shareholder Reporting will prepare, review, and coordinate the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards. Products in scope may include BDCs, ETPs, and REITs with investments in alternative asset classes. Your ability to work within an operations team and to meet deadlines will be essential to delivering high-quality financial reporting for Fidelity s Investment Products. You will also lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures. The role will interact with many groups within the organization and effectively represent the business to customers and business partners.
The Expertise and Skills You Bring
- Bachelor s degree required, MBA or CPA preferred.
- 5+ years of financial services experience with an asset manager, audit firm or custodian bank, preferably in accounting operations or administration for investment products.
- Advanced accounting and operational knowledge of investment product reporting.
- Experience preparing, reviewing and/or auditing financial statements and related content for SEC filings such as 10-K, 10-Q, N-CSR, N-CSRS filings.
- Knowledge of iXBRL tagging preferred.
- Strong excel skills and experience translating accounting data into financial statement presentations.
- Ability to lead independently and in an operations-focused, fast paced team environment
- Strong project and relationship management skills.
- Excellent written and verbal communication skills and strong presentation capability.
The Team
In Shareholder Reporting, we re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. We re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity s new and alternative investment products, new and changing regulations, and a brand-new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity s current and future success
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.-
Merrimack, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Security Officer to work in Merrimack, NH!The RoleThe Security Representative is a Brand Ambassador for Global Security Operations who provides outstanding customer service during the course of their assigned duties as...
-
merrimack, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Security Officer to work in Merrimack, NH! The Role The Security Representative is a Brand Ambassador for Global Security Operations who provides outstanding customer service during the course of their assigned duties...
-
merrimack, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Helpdesk Support Specialist to work in Fidelity’s Enterprise Technology Group in Merrimack NH. Team/Role We are looking for a highly motivated individual to support our Asset Management’ Quantitative Research and...
-
Merrimack, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Helpdesk Support Specialist to work in Fidelity’s Enterprise Technology Group in Merrimack NH.Team/RoleWe are looking for a highly motivated individual to support our Asset Management’ Quantitative Research and...
-
merrimack, United States Fidelity TalentSource LLC Full timep>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments.Expertise in adult learning principles and coaching methodologies. Building and executing programmatic solutions. Company Overview Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and...
-
merrimack, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Program Manager to work in Merrimack, NH. The Role Have you ever wondered about what it takes to create and manage funds that our customers buy on Fidelity.com? If yes, then welcome to Fidelity Fund and Investment...
-
merrimack, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Program Manager to work in Merrimack, NH. The Role Have you ever wondered about what it takes to create and manage funds that our customers buy on Fidelity.com? If yes, then welcome to Fidelity Fund and Investment...
-
Merrimack, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Program Manager to work in Merrimack, NH.The RoleHave you ever wondered about what it takes to create and manage funds that our customers buy on Fidelity.com? If yes, then welcome to Fidelity Fund and Investment...
-
Fidelity TalentSource LLC | Systems Engineer NH
4 weeks ago
merrimack, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Systems Engineer to work in the Enterprise Technology Group within Fidelity Investments in Merrimack, NH. The Role Provides outstanding support across a suite of applications used by large scale enterprise applications,...
-
Fidelity TalentSource LLC | Systems Engineer NH
4 weeks ago
merrimack, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Systems Engineer to work in the Enterprise Technology Group within Fidelity Investments in Merrimack, NH. The Role Provides outstanding support across a suite of applications used by large scale enterprise applications,...
-
merrimack, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Senior Oracle/Java Developer to work in Merrimack, NH; Westlake, TX; or Durham, NC! Be a part of a development team building out the next generation of business intelligence and support tools for Fidelity Capital...
-
merrimack, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Systems Engineer to work in Fidelity’s Enterprise Infrastructure Group in Merrimack, NH or Westlake, TX. The Role We are looking for a technologist to join the Enterprise Infrastructure Production support team. In...
-
merrimack, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Helpdesk Support Specialist to work in Fidelity’s Enterprise Technology Group in Merrimack NH or Westlake TX. Team/Role We are looking for a highly motivated individual to support our Asset Management’ Quantitative...
-
Merrimack, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Helpdesk Support Specialist to work in Fidelity’s Enterprise Technology Group in Merrimack NH or Westlake TX.Team/RoleWe are looking for a highly motivated individual to support our Asset Management’ Quantitative...
-
Merrimack, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Senior Software Engineer in Merrimack, NH, Westlake, TX, or Durham, North Carolina! Senior Software Engineer In FFIO Market Data organization, we continually challenge the status quo, to process and deliver millions of...
-
merrimack, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Senior Oracle/Java Developer to work in Merrimack, NH; Westlake, TX; or Durham, NC! Be a part of a development team building out the next generation of business intelligence and support tools for Fidelity Capital...
-
Fidelity TalentSource LLC | DevOps NH
4 weeks ago
merrimack, United States Fidelity TalentSource LLC Full timeSenior DevOps Engineer, Cloud Engineering The Role Our Asset Management Cloud Engineering team is looking for a passionate, self-motivated Senior DevOps engineer to drive our development, testing, and observability automation maturity forward. In this role, you will collaborate with multiple engineering teams and our engineering leaders to shape the...
-
Merrimack, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an API Deployment Program Manager to work in Merrimack, NH.The RoleDo you want to make a difference and be part of a highly collaborative, cross-functional team committed to deploying Client Integration Solutions in the...
-
merrimack, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Senior Software Engineer in Merrimack, NH, Westlake, TX, or Durham, North Carolina! Senior Software Engineer In FFIO Market Data organization, we continually challenge the status quo, to process and deliver millions...
-
merrimack, United States Fidelity TalentSource LLC Full timeFraud Surveillance Analyst Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Fraud Surveillance Analyst to work hybrid at our Westlake, TX; Merrimack, NH; or Covington, KY facility. As a Fraud Surveillance Analyst, you work on the front lines, monitoring for...
