Job Description:
The Role
As a Director, Shareholder Reporting, you will be responsible for assessing how new and changing requirements affect the regulatory reports and filings produced by the Shareholder Reporting Team. Primary areas for evaluation will include complex instruments (e.g., derivatives, short securities, alternative and digital assets) and emerging regulatory changes (e.g., new SEC rules, US GAAP accounting and reporting updates). You will assemble critical information and coordinate comprehensive analyses for production team leads to interpret impacts.
- Get up-to-speed quickly on a variety of critical new requirements ranging from complex instruments to regulations and authoritative guidance.
- Create requirement summaries to inform the broader Shareholder Reporting staff and to highlight impacted products and deliverables.
- Facilitate meetings and collaborate with internal team leaders to capture operational demands of new requirements across the Shareholder Reporting production teams.
- Summarize and communicate impacts of new requirements to Senior Management and key business partners.
- Coordinate and maintain documentation for ongoing reference and to support implementation of new and changed processes.
- Coordinate and deliver training that improves Shareholder Reporting staff's conceptual understanding of new and changing requirements.
- Demonstrate an initiative-taking approach to growing your knowledge and supporting Shareholder Reporting's readiness for new and changing requirements impacting our business.
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The Expertise and Skills You Bring
- Bachelor's Degree or equivalent experience
- 8+ years of experience preferred including financial services experience with an asset manager, audit firm or custodian bank, preferably in administration for investment funds.
- Familiarity with regulatory reports and filings for investment companies including their operational support processes.
- Investment product knowledge including investment structures and their regulatory and compliance frameworks.
- Research skills including the ability to capture information about a topic, review that information and analyze and interpret the details in a way to support a solution.
- Excellent organizational skills and attention to detail, with an ability to manage multiple, concurrent high priority assignments and deadlines.
- Strong written and verbal communications skills. You will be able to absorb complex information and present it in a clear, digestible way to multiple audiences.
- Proficiency in various PC software applications including Microsoft Excel, Word, and PowerPoint. Power BI preferred.
The Team
In Shareholder Reporting, we are on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team, Requirements & Standards (R&S), is part of the Fidelity Fund and Investment Operations (FFIO) organization and supports Shareholder Reporting as a central service team passionate about intaking new work to help expand Shareholder Reporting's capabilities and to accelerate operational readiness for new products and requirements. The team interacts with many groups within the Fidelity organization and effectively represents the business to customers and business partners.
Certifications:
Company Overview
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.
Join Us
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 top 10 Best Place to Work in 2024. 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.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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.