Shareholder Reporting Analyst

3 weeks ago

Westlake, United States Fidelity TalentSource LLC Full time



Shareholder Reporting Analyst

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Shareholder Reporting Analyst to work at Fidelity in Merrimack, NH or Westlake, TX



The Role

We are self-motivated professionals who possess strong interpersonal skills and excel in adapting to an ever evolving regulatory and operations environment. We bring to bear analytical skills and attention to detail to ensure the accuracy and completeness of disclosure library maintenance and document production. The ability to work as a teammate to meet business outcomes will be essential to success in the role and in helping to support the department’s overall mission of ensuring the completeness, timeliness, and implementation of various projects in support of Fidelity’s multiple product lines.



The Expertise and Skills You Bring

  • Experience owning and successfully delivering on multiple production goals
  • Strong MS Excel skills
  • Prior experience with regulatory and/or financial reporting preferred
  • Ability to maintain flexibility in a fast-paced work environment with evolving priorities
  • General knowledge of investments and the mutual fund industry and regulations


The Value You Deliver

  • Delivering detailed, scalable operational processes
  • Collaborate well within the team and with external business partners through strong verbal and written communication
  • Demonstrate a proactive approach to growing your skills and building your product knowledge


The Team

As a Shareholder Reporting Analyst, you will prepare financial documents, regulatory filings, and/or other reporting requirements for Fidelity’s U.S. 1940 Act products. Your understanding of mutual fund operations will facilitate adapting quickly to the role. You will work within a team of other preparers and reviewers who you will collaborate with on assignments. As an Analyst, you may also participate in committees and projects to improve the controls, accuracy, and efficiency of the reporting process. You will work on multiple assignments each reporting cycle and optimally prioritize tasks to ensure work is completed on schedule.



Dynamic Working

At Fidelity TalentSource, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we call “Dynamic Working.” Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.



Company Overview

Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at FTSJobs.com.

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 TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at HR@ ftsjobs.com.



Information about Fidelity investments

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity TalentSource'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).

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.

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