Analyst, Digital Products Shareholder Reporting

Fidelity•Merrimack, NH

About The Position

The Digital Assets Shareholder Reporting team at Fidelity is expanding, and they are seeking an Analyst to join their collaborative, operations-focused team. This role is crucial for supporting key initiatives in digital product strategy, instrument readiness, and shareholder reporting, with a specific focus on digital assets and cryptocurrencies. The team is responsible for preparing, reviewing, and coordinating the production of financial reports, ensuring accuracy and compliance with regulatory, product-specific requirements, and internal quality standards. The primary responsibilities involve digital asset products structured as Exchange Traded Products (ETPs) and Limited Partnerships (LPs), including quarterly/annual reporting. The ideal candidate thrives in an operational environment where deadlines, accuracy, and high-quality reporting are paramount. As an Analyst, you will drive operational efficiencies by supporting the scaling and automation of processes, contributing to the production of accurate, timely, and high-quality digital asset product financial reports, and collaborating across teams to enhance processes for an evolving product set with diverse investments and structures.

Requirements

Strong knowledge of alternative investments with an emphasis on broad and deep operations of digital products including cryptocurrencies and tokens.
Knowledge of requirements related to using a blockchain for recording of capital and portfolio transactions for both registered and pooled investment funds.
Bachelor’s degree with 2-5 years of experience working in financial services with an asset manager, audit firm or custodian bank.
Experience in accounting operations or administration for alternative investment products and public company financial reporting (Form 10-K, 10-Q, 8-K and other reporting as needed).
Strong working knowledge of US GAAP, including familiarity with investment company reporting for nonregistered investment partnerships and 33/34/40 Act investment funds.
Exposure to alternative asset classes with interest in or familiarity with digital assets and cryptocurrency products.
Experience with accounting and reporting platforms (e.g., Geneva, InvestOne) and strong Excel skills.
Strong attention to detail with the ability to manage multiple deadlines in an operations-focused, fast-paced team environment.
Effective communication and collaboration skills, with the ability to partner cross-domain with accounting, tax, product and technology teams.
Demonstrated ability to support operational efficiencies, including process improvement, standardization and automation initiatives.

Responsibilities

Preparing, reviewing, and coordinating the production of financial reports for digital asset products.
Ensuring accuracy and compliance with regulatory, product-specific requirements, and internal quality standards.
Supporting key initiatives across digital product strategy, instrument readiness, and shareholder reporting.
Driving operational efficiencies by supporting the scale and automation of processes.
Collaborating across teams to enhance processes that support an evolving product set with diverse investments and structures.
Contributing to the production of digital asset product financial reports, ensuring accuracy, timeliness, and high quality outputs.