Posted 3 days ago
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**Senior Manager, Shareholder Reporting** Leverage your solid understanding of SEC reporting requirements to drive accurate, time-sensitive reports for shareholders and regulators. This role involves implementing new regulations, streamlining processes with automation, and mentoring staff. Key responsibilities include delivering regulatory reports, coaching staff, and adhering to process controls. Required skills include: 5+ years in financial services, strong analytical skills, risk management expertise, process improvement mindset, and effective communication. This is a full-time, onsite role with benefits and a diverse workplace. Fidelity is an equal opportunity employer and committed to a culture of inclusion.
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Full Job Description
Job Description:
NOTE: Fidelity will not provide sponsorship for this position.
The Role
Do you have a solid understanding of regulatory reporting requirements for SEC-registered investment companies? Would you be interested in participating in the implementation of new regulatory reporting requirements and improving processes by streamlining and introducing automation? If this sounds like you, this job is for you!
In this role, you will leverage your analytical stills and attention to detail to deliver accurate and time-sensitive 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 essential to our success and in helping to support the service lines overall mission to deliver high-quality and efficient shareholder reporting solutions for Fidelitys registered funds.
The Expertise and Skills You Bring
- Bachelors degree or equivalent, with 5 years of experience in financial servicespreferably within mutual fund operations, a custodian bank, or an asset managerwith a focus on financial regulatory reporting or accounting. Experience with alternative investments is a plus.
- Strong understanding of SEC regulatory reporting requirements, including Form N-PORT, Form N-MFP, and Form N-CEN (preferred)
- Strong analytical skills, with the ability to apply critical thinking to interpret and manage large, complex data sets.
- Deep understanding of risk frameworks, with the ability to design and lead processes that ensure a robust control environment.
- Innovation-focused mindset, with a proven ability to identify opportunities for process improvement and automation.
- Effective communicator and influencer, capable of working across all levels of management to drive high-impact decisions quickly and accurately.
- Comprehensive understanding of workflows and requirements of internal and external business partners, as well as related systems and applications.
- Experience in assessing operational impacts of initiatives, with the ability to anticipate and coordinate operational readiness.
- Excellent written and verbal communication skills, with strong presentation capabilities and attention to detail.
The Team
Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, were the largest service line within FFIO and are responsible for producing and filing regulatory reports with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of developing reporting solutions for Fidelitys new investment products, including alternative investments, while incorporating new and changing regulations and implementing a brand new technology platform that will transform the way we work. We offer ample opportunities to develop key knowledge, experience, and capabilities that will continue to contribute to Fidelitys current and future success!
Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
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Business AnalysisPlease 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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