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**Associate, Client Reporting** drives exceptional institutional client reporting for Fidelity Institutional Asset Management, focusing on data-driven innovation and continuous improvement. Key responsibilities include end-to-end delivery of monthly, quarterly, and annual reports and supporting the transition to automated, digital channels. This role combines data analysis, attention to detail, and strong collaboration skills to ensure high standards in accuracy, consistency, and timeliness. Proficient in SQL, Power BI, Tableau, and SimCorp C1, the ideal candidate holds a bachelor's degree or relevant experience, with a proactive approach to driving workflow efficiency and process enhancement.
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Full Job Description
Job Description:
The Role
The Client Reporting Associate is a highly visible role at the center of delivering exceptional institutional client reporting across Fidelity Institutional Asset Management (FIAM) and shaping how we move forward as a team. This is an opportunity to go beyond traditional reporting by driving automation, leveraging data, and continuously improving how we deliver for our clients.
In this role, we take ownership of end-to-end client reporting across monthly, quarterly, annual, and ad hoc deliverables while working across teams like Client Services, Product, Technology, Performance, and Compliance. We will navigate complex data, solve problems, and help build more efficient and scalable solutions. We are looking for someone who thrives in a fast-paced environment, brings strong attention to detail, embraces innovation, and shows up every day with a positive, team first mindset.
Primary Responsibilities
- Produce and deliver monthly, quarterly, annual, and ad hoc client reports for institutional clients and consultants
- Ensure all deliverables meet high standards for accuracy, consistency, and timeliness
- Support both standard and customized reporting solutions across diverse client and account structures
- Partner with Technology and Product teams to ensure data integrity and content accuracy across reporting outputs
- Leverage tools such as SQL, Power BI, Tableau, and SimCorp C1 to support reporting processes and data validation
- Contribute to the development of dashboard-based and automated reporting solutions
- Identify and implement opportunities to streamline workflows, reduce manual processes, and improve scalability
- Support the transition from static, manual reporting to automated and digital delivery channels
- Track recurring issues and partner with stakeholders to drive root cause resolution and long-term efficiency gains
- Collaborate with Client Services to understand client needs, account structures, and reporting requirements
- Partner with Product and Marketing teams to support new product launches and evolving reporting content
- Engage stakeholders to define reporting objectives, enhancements, and standardization efforts
- Configure and maintain reporting setups in SimCorp C1 or other reporting tools
- Support layout design and report structure development to ensure clarity and consistency across deliverables
- Participate in initiatives aimed at standardizing report formats and improving client experience
The Expertise and Skills You Bring
Your background in client reporting or data analysis, combined with a strong attention to detail and dedication to quality, will be crucial for this role. You should have a bachelor's degree or 2 years of relevant experience. Familiarity with SQL and data visualization tools like Power BI and Tableau will be beneficial. Exposure to reporting platforms such as SimCorp C1 is preferred. Your ability to analyze, interpret, and validate large datasets, alongside strong communication and collaboration skills, will ensure success in this fast-paced environment. A proactive approach is essential for continuous improvement.
The Team
The Institutional Client Reporting team is part of the Investment Marketing Services group, a division of FI and Asset Management Marketing. Our team plays an important role in supporting Fidelity Institutional (FI) by managing the automation and production of reports for our institutional clients. Our team regularly interacts with marketing product owners, multiple analyst groups, portfolio management support teams, and our technology team. The objective of our work is to support institutional asset retention by producing timely and accurate client reports while maintaining consistency of data across the collateral. We are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.
Note: Fidelity will not provide immigration sponsorship for this position.
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MarketingPlease be advised that Fidelitys 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.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
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, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
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.
Applicant screening
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 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.
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