Analyst, Digital Products Shareholder Reporting

Fidelity Investments•Boston, MA

About The Position

The Digital Assets Shareholder Reporting team at Fidelity is expanding, and we are seeking an Analyst to join our collaborative, operations-focused group. This role is crucial for supporting key initiatives in digital product strategy, instrument readiness, and shareholder reporting. The team is responsible for preparing, reviewing, and coordinating the production of financial reports, ensuring they meet regulatory, product-specific, and internal quality standards. The primary focus will be on digital asset products structured as Exchange Traded Products (ETPs) and Limited Partnerships (LPs), including quarterly and annual reporting. We are looking for individuals who excel in an operational environment where accuracy, timeliness, and high-quality reporting are paramount. As an Analyst, you will drive operational efficiencies by supporting the scale and automation of processes, contributing to the accurate and timely production of digital asset product financial reports. Collaboration across teams will be key to enhancing 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 and 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, preferably with 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.