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Investment Reporting Specialist

2 months ago

Merrimack, New Hampshire, United States Fidelity Investments Full time
{"The Role": "As a Shareholder Reporting Analyst at Fidelity Investments, you will play a critical role in ensuring the accuracy and completeness of regulatory documents and filings. Your analytical skills and attention to detail will be essential in delivering flawless operational processes and supporting the service line's mission to achieve new efficiencies through process engineering and operational excellence.", "Key Responsibilities": "
\t* Deliver high-quality documents and filings using various Fidelity systems and process validations
\t* Identify, analyze, and escalate potential risks using knowledge of accounting, department policies, procedures, and disclosure requirements
\t* Collaborate with the team and external business partners to standardize and deliver refined processes
\t* Communicate with stakeholders to ensure the appropriate solutions are implemented
\t* Demonstrate a proactive approach to growing your skills and building your product knowledge
", "Requirements": "
\t* Bachelor's degree or a minimum of 3 years of equivalent experience
\t* Prior experience with regulatory and/or financial reporting preferred
\t* General knowledge of investments, accounting, the mutual fund industry, and regulations
\t* Strong analytical skills and ability to understand complex requirements
\t* Ability to effectively collaborate across varying service lines and business partners
\t* Strong computer and application skills, including Microsoft Office applications
", "The Team": "The Shareholder Reporting team is responsible for creating and filing Fidelity Fund regulatory documents. We work closely with the Treasurer's office, the Legal Department, Product Development, and Governance to ensure accurate and timely reporting requirements.", "Certifications": "Category: Investment Operations"}