Analyst, Shareholder Reporting
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will ensure the accuracy and completeness of your assigned documents and filings, using your analytical skills and attention to detail. You will help standardize and deliver a refined process, configure workflows, support and test applications, and explore innovative product solutions, while working across document types and with business partners.
Requirements
- Bachelor's degree or minimum 3 years of equivalent experience
- 3+ years in financial services preferred
- Prior regulatory and/or financial reporting experience preferred
- General knowledge of investments, accounting, mutual fund industry and regulations
- Strong analytical skills
- Strong computer skills including Microsoft Office
- Ability to work independently on multiple concurrent projects
Responsibilities
- Prepare documents and filings using Fidelity systems and process validations
- Identify, analyze and escalate potential risks
- Standardize and deliver refined processes
- Configure workflows and support and test applications
- Adapt to different document types and reporting requirements across product lines
- Collaborate with the team and external business partners
- Communicate with stakeholders to ensure appropriate solutions are implemented
- Grow skills and product knowledge proactively
