Senior Manager, Fund Financial & Tax Reporting

The Role

Do you have a strong understanding of regulatory and financial reporting requirements for SEC-registered investment companies? Are you interested in participating in the implementation of new regulatory reporting requirements? If so, this role is for you!

We are looking for a Senior Manager, Fund Financial & Tax Reporting who will use analytical skills and attention to detail to deliver accurate and time-sensitive financial and regulatory reports and filings required for shareholders and regulators. You will also coach and mentor staff to achieve high-quality results and adhere to process controls to proactively mitigate risk. Your ability to work within a team and under pressure to meet deadlines will be critical to our success and in helping to support the service line’s overall mission to deliver high-quality and efficient financial reporting for Fidelity’s registered funds. 

The Expertise and Skills You Bring

• Bachelor’s degree or equivalent experience
• 5+ years of financial services experience with a mutual fund operation, custodian bank or asset manager with a focus on legal and financial regulatory reporting
• Understanding of risk frameworks and ability to design and lead processes ensuring a strong control environment
• Focus on innovation – ability to identify and drive forward ways to improve and automate current processes
• Working with all levels of management and make high impact decisions quickly and accurately
• Use of workflows and requirements of internal and external business partners and systems applications
• Helping to define and understand the impact of initiatives to the production environment to anticipate and coordinate operational readiness
• Excellent written and verbal communication and strong presentation capability

Note: Fidelity is not providing immigration sponsorship for this position.

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. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing 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 meaningful 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!

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.