Posted 3 days ago
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**Director, Alternatives Shareholder Reporting** Lead expert team in deciphering emerging investment products, derivatives, and digital assets' impacts on U.S. GAAP shareholder reporting. Guide cross-functional teams, simplifying complex regulations into scalable, efficient solutions. Demonstrated 8+ years in financial services, proficient in investment company reporting and U.S. GAAP. Analytical, detail-oriented, with exceptional communication skills. CPA preferred. Drive organizational growth with forward-thinking strategies. NOT SPONSORING VISA.
- Compensation
- $103,000 – $211,000 USD
- City
- Not specified
- Country
- Not specified
Currency: $ (USD)
Full Job Description
Job Description:
The Role
We are seeking a Director of Alternative Investments and Regulatory Reporting to play a key role in ensuring the organization remains well-positioned amidst evolving investment products and regulatory requirements.
This position operates at the intersection of technical accounting, regulatory interpretation, and business execution, and is responsible for evaluating the impact of emerging investment productssuch as alternative investments, derivatives, and digital assetsas well as new and evolving regulations on shareholder reporting.
The successful candidate will translate complex regulatory and product developments into practical, scalable reporting solutions, ensuring both compliance and operational efficiency. This role requires a forward-looking perspective, strong analytical capabilities, and the ability to collaborate effectively across functions.
This is an excellent opportunity for an experienced professional to apply deep subject matter expertise in a strategic, high-impact capacity, contributing to the ongoing development and modernization of reporting practices within the organization.
- Analyzing new regulatory requirements, accounting guidance, and emerging investment products to determine accounting and reporting impacts.
- Converting technical concepts into clear, actionable insights for reporting, business functions, and decision-makers.
- Collaborating with production, operations, and leadership teams to evaluate impacts and outline feasible implementation strategies.
- Leading cross-functional discussions and driving alignment on complex or ambiguous topics.
- Communicating key implications, risks, and recommendations to senior management and collaborators.
- Developing scalable documentation, frameworks, and mentorship to support consistent execution.
- Supporting and leading training efforts to build organizational knowledge in complex and evolving areas.
- Functioning as a subject matter resource, supporting the organizations responses to continuous industry and regulatory shifts.
The Expertise and Skills You Bring
You bring a wealth of experience and knowledge to this role! With over 8 years in financial services, including investment management accounting/reporting or operations, or audit/advisory experience, you have a proven track record. Your strong understanding of investment company reporting, U.S. GAAP, and regulatory frameworks positions you to excel. CPA preferred. Your analytical skills, attention to detail, and ability to prioritize and navigate ambiguity make you outstanding. You communicate complex topics effectively, influencing collaborators across all levels.
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
We are a world-class team dedicated to delivering shareholder reporting solutions within Fidelity's Fidelity Fund and Investment Operations (FFIO) organization. Our Research and Disclosure (R and D) team supports Shareholder Reporting by growing capabilities and ensuring operational readiness for new products and requirements. We closely collaborate with various groups inside Fidelity and represent the business effectively to customers and business partners. We are committed to building an enduring culture of inclusion and belonging that will attract, develop, and retain a diverse workforce.
#Fidelityalts
The base salary range for this position is $103,000-211,000 USD per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidates relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please 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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