Job Description:
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!
In this role, you will use analytical stills 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 with 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
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!
Note: Fidelity will not provide immigration sponsorship for this position
Certifications:
Category:Investment Operations
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
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What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
