Job Description:

The Role:

Are you a professional who possesses strong analytical, organizational and communication skills with the ability to embrace and adapt to an ever-changing regulatory and operations environment? In the role of Shareholder Reporting Analyst, you will depend on your analytical skills and attention to detail to ensure the accuracy and completeness of your assigned documents and filings. Additionally, you will be part of a working team to standardize and deliver a refined process, configure a workflow, support and test various applications, and explore alternative and innovative product solutions. Your ability to work within a team and under pressure to meet deadlines will be critical to success in your role and in helping to support the service line’s overall mission to achieve new efficiencies through process engineering and operational excellence.

• Delivering flawless, scalable operational processes

• Assist in preparation of documents and filings effectively and efficiently using various Fidelity systems and process validations. This includes the ability to identify, analyze and escalate potential risks using knowledge of accounting, department policies, procedures and disclosure requirements.

• Adapt to working across various document types to support Fidelity’s different product lines (e.g. 1940 Act, Canadian, CITs, non-registered) with different reporting requirements.

• Collaborate well within the team and with external business partners through strong verbal and written communication.

• Communicate with stakeholders to ensure the appropriate solutions are implemented

• Demonstrate a proactive approach to growing your skills and building your product knowledge.

The Expertise and Skills You Bring:

• Bachelor’s degree or a minimum of 3 years of equivalent experience.

• A minimum of 3 years of experience in the financial services industry is preferred.

• Prior experience with regulatory and/or financial reporting preferred.

• Bachelor’s Degree expected

• General knowledge of investments, accounting, the mutual fund industry and regulations

• A self-starter who is assertive, independent and can work without close supervision on multiple concurrent projects

• Ability to effectively collaborate across varying service lines and business partners

• You have strong analytical skills with the ability to understand complex requirements and translate them into pragmatic application.

• Strong computer and application skills, including Microsoft Office applications.

Please see below for the salary range for work locations in Colorado only:

Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:

Please see below for the salary range for work locations in California only:

Please see below for the salary range for work locations in Washington only:

Certifications:

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you've always imagined.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

We invite you to Find Your Fidelity at fidelitycareers.com.

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.

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.