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

Merrimack, NH, USA

Hybrid role requiring onsite presence every other week.

Category
Financial Accounting
Financial Analysis
Financial Planning
Accounting
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
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).
  • Advanced excel skills and experience developing light automation solutions for financial reporting preferred.
  • CPA or MBA preferred.
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.
  • Collaborate with business partners in Asset Management including relevant investment divisions, the Treasurer’s Office and Compliance, Risk & Business Operations.

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and widgets that provide real-time market data, news, and trading tools. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading features on their mobile devices. Additionally, they provide visualization tools for monitoring stock price changes and open limit orders, helping users gain insights into their investments. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The company's goal is to empower individuals with the information and tools they need to make informed financial decisions.

Company Stage

Debt Financing

Total Funding

$120.2B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased adoption of wearable tech could boost Fidelity's mobile solutions.
  • Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.
  • Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

What critics are saying

  • Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.
  • Increased competition from Vanguard's new division could draw clients away from Fidelity.
  • Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

What makes Fidelity Investments unique

  • Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.
  • Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.
  • Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

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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