Full-Time

Director – Alts Shareholder Reporting

Financial Statements Production

Confirmed live in the last 24 hours

Fidelity Investments

Fidelity Investments

10,001+ employees

Investment management and financial services provider

Fintech
Financial Services

Expert

Company Historically Provides H1B Sponsorship

Merrimack, NH, USA

Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Category
Financial Accounting
Financial Analysis
Financial Planning
Accounting
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides

You match the following Fidelity Investments's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bachelor’s degree or equivalent with 10+ years of financial services experience with a mutual fund operation, custodian bank or asset manager with a focus on financial reporting.
  • Proven track record of team building, people management skills (hiring, training, motivating, managing performance).
  • Advanced technical knowledge of alternative investment classes (e.g., direct loans, real estate, digital currency, fund-of-funds) as well as relevant accounting and reporting standards (US GAAP).
  • Working knowledge of risk frameworks and ability to design and oversee processes that ensure a strong control environment.
  • Ability to work with all levels of management and make high impact decisions quickly and accurately.
  • Strong understanding of workflows and requirements of internal and external business partners and system applications.
  • Innovation attitude – ability to identify and drive forward new ways to improve current processes.
  • Excellent written and verbal communications skills and strong presentation capability.
  • Proficiency in various PC software applications (e.g., MS Teams, Excel, Word, PowerPoint).
Responsibilities
  • Manage a team that delivers accurate, timely financial reports required for investors across a growing number of products with diverse structures, asset classes and investment strategies.
  • Ensure Fidelity’s regulatory filings, including 34Act and 40Act public company and offshore reporting, are accurate, timely and adhere to GAAP and other relevant accounting standards.
  • Lead and influence the team, resolve production issues, and implement process improvements aimed at increasing efficiency and quality.
  • Engage closely with the alternative accounting team and the products’ external auditors in overseeing the annual financials and audit cycle.
  • Identify short and long-term processes, controls, and technology solutions to support operational proficiency on new and evolving products.
Desired Qualifications
  • Advanced excel skills and experience developing light automation solutions for financial reporting preferred.
  • CPA or MBA preferred.

Fidelity Investments provides financial services and tools to help individuals manage their investments and stay updated on market trends. Their offerings include mobile apps and widgets that deliver real-time market data, news, and trading tools, such as the Fidelity Market Monitor for Glass and the Fidelity app for Windows Phone 8. Unlike competitors, Fidelity focuses on integrating new technologies and user-friendly designs to enhance the investment experience. The company's goal is to empower individuals to make informed financial decisions and effectively manage their investment portfolios.

Company Stage

Debt Financing

Total Funding

$120.3B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing interest in wearables boosts potential for Fidelity's mobile market tools.
  • AI and data-driven trends enhance Fidelity's data analytics capabilities.
  • Strategic talent acquisition strengthens Fidelity's innovation and product development.

What critics are saying

  • Loss of key personnel to competitors like Aviva Investors.
  • Increased competition in wealth management from firms like Vanguard.
  • Volatile cryptocurrency market may impact Fidelity's investment offerings.

What makes Fidelity Investments unique

  • Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.
  • Fidelity's mobile apps provide comprehensive market monitoring and trading tools.
  • Fidelity's Open Limit Order Visualization offers unique insights into order execution.

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Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement