What are the responsibilities and job description for the Manager, Shareholder Reporting position at Fidelity Investments?
Job Description
Manager – Shareholder Reporting
The Role
Are you interested in leading both people and process on an operational team? Do you have a solid understanding of regulatory and financial reporting requirements for SEC-registered investment companies? If this sounds like you, this job is for you!
In this role, you will manage a team that delivers accurate and time-sensitive financial and regulatory reports and filings required for shareholders and regulators. The manager will supervise and mentor staff to achieve high-quality results and coordinate process controls to proactively mitigate risk. This role will collaborate with many groups within the Fidelity organization and use cross functional working relationships to achieve common goals and optimally represent the business.
The Expertise And Skills You Bring
In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand-new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity’s current and future success!
Please note: Fidelity will not provide immigration sponsorship for this position
Certifications
Category:
Investment Operations
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Manager – Shareholder Reporting
The Role
Are you interested in leading both people and process on an operational team? Do you have a solid understanding of regulatory and financial reporting requirements for SEC-registered investment companies? If this sounds like you, this job is for you!
In this role, you will manage a team that delivers accurate and time-sensitive financial and regulatory reports and filings required for shareholders and regulators. The manager will supervise and mentor staff to achieve high-quality results and coordinate process controls to proactively mitigate risk. This role will collaborate with many groups within the Fidelity organization and use cross functional working relationships to achieve common goals and optimally represent the business.
The Expertise And Skills You Bring
- 3 years of management experience including managing people and leading teams
- Bachelor’s degree or equivalent experience with 5 years of financial services experience with a mutual fund operation, custodian bank or asset manager with a focus on legal and financial regulatory reporting.
- Focus on innovation – ability to identify and drive forward ways to improve and automate current processes
- Understanding of risk frameworks and ability to craft and proactively lead processes ensuring 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 systems applications
- Helping to define and understand the impact of initiatives on the production environment to anticipate and coordinate operational readiness
- Excellent written and verbal communication and strong presentation capability
In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand-new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity’s current and future success!
Please note: Fidelity will not provide immigration sponsorship for this position
Certifications
Category:
Investment Operations
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
