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Analyst, Shareholder Reporting

2 months ago

Westlake, United States Fidelity TalentSource LLC Full time



Job Description:

The Role

As an Analyst, Shareholder Reporting, you will depend on your analytical skills and attention to detail to ensure the accuracy and completeness of disclosure library maintenance and document production both through document preparation and review.

You will either prepare registration statements, financial documents, regulatory filings, and/or other reporting requirements for Fidelity s U.S. 1940 Act products, Canadian registered funds, and certain institutional products. Your understanding of mutual fund operations will facilitate adapting quickly to the role. Your ability to work as a teammate and to meet deadlines will be essential to success in your role and in helping to support the department s overall mission of ensuring the completeness and timeliness of regulatory reporting documents in support of Fidelity s multiple product lines.

  • Adhere to production deadlines for your products and work with internal and external business partners to research and resolve issues.
  • Support the department s overall mission to deliver smart, simple, and scalable shareholder reporting solutions.
  • Participate in committees and projects to improve the controls, accuracy, and efficiency of the reporting process.
  • Work on multiple assignments each reporting cycle and effectively prioritize tasks to ensure work is completed on schedule.
  • Work within a team of other preparers and reviewers who you will collaborate with on both preparation and review of assignments.

The Expertise and Skills You Bring

  • B/S or B/A (Finance, Communications, Management, Marketing, or business equivalent field).
  • 3+ years of experience in the mutual fund industry preferred.
  • Experience with regulatory legal and/or financial reporting preferred.
  • Working knowledge of Fidelity s product lines and Fidelity s mutual fund operations preferred.
  • Ability to adapt to a constantly evolving regulatory and operations environment.
  • Strong organizational and interpersonal skills
  • Experience owning and successfully delivering on multiple deadlines.

The Team

The Shareholder Reporting Team s overall mission is to ensure the completeness and timeliness of regulatory reporting documents in support of Fidelity s multiple product lines.





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 working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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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