Analyst Shareholder Reporting
Analyst Shareholder Reporting
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1 Vacancy
Job Description
Job Description:
The Role
As a Shareholder Reporting Analyst you will use your analytical skills and attention to detail to prepare documents and filings effectively and efficiently using various Fidelity systems and process validations. Your understanding of mutual fund operations will improve your ability to adapt quickly to the role and ensure the accuracy and completeness of regulatory documents and filing requirements for Fidelitys U.S. 1940 Act products and certain institutional products.
This role requires excellent attention to detail working in a time sensitive environment and thinking outside of the box! In addition to the technical aspect of the role the Analyst will also perform project work look for process improvements partake in training and development opportunities and is part of a larger team effort. This includes the ability to identify analyze and call out potential risks using knowledge of department policies procedures and disclosure requirements.
The Expertise and Skills you Bring
- B/S or B/A (Finance or business equivalent field preferred).
- Experience with regulatory legal and/or financial reporting preferred
- Strong MS Excel and analytical skills
- Knowledge of Fidelitys product lines and Fidelitys mutual fund operations
- Selfstarter who will work under tight time constraints to meet deliverables
- Proactively identify high risk exposure and develop effective solutions to minimize risks
- Prioritize and balance multiple projects and tasks simultaneously
- Ability to work overtime and be flexible will be required at times. Depending on the project that the analyst supports the work hours may vary from early morning/late evening shifts to more standard work hours.
Note: If you are a FINRA registered internal employee who is considering moving to a nonlicensed role you may want to proactively have a conversation with the hiring manger to understand the potential impact to your registrations before a final hiring decision is made.
The Team
The Quality Assurance Team is part of the Registration Statements Production group within Shareholder Reporting team responsible for creating and filing Fidelity Fund regulatory documents. We work closely with the Treasurers office the Legal Department and Product Governance to ensure accurate and timely reporting requirements. The team strives to deliver SMART SIMPLE and SCALABLE reporting solutions while cultivating our talent!
Note: Fidelity will not provide immigration sponsorship for this position
Certifications:
Category:
Investment OperationsFidelitys 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 MF) in a Fidelity office.
Required Experience:
IC
Employment Type
Full-Time
