Associate Analyst, Shareholder Reporting

Fidelity Investments • Merrimack, NH

7d • Hybrid

About The Position

The Role If you have strong analytical, organizational, and communication skills and are a diligent professional, this role may suit you well. You should thrive in a dynamic regulatory and operational environment. As an Associate Analyst, Shareholder Reporting you will apply your analytical capabilities and precision to ensure the accuracy and completeness of assigned documents and regulatory filings. You will contribute to team efforts by building and optimizing workflows and improving processes. You will support and test key applications and find innovative solutions to enhance the reporting ecosystem. Success in this role requires collaborating effectively, managing multiple priorities, and meeting deadlines in a fast‑paced environment—helping drive operational perfection across the service line. The Team The Shareholder Reporting team is committed to delivering SMART, SIMPLE, and SCALABLE reporting solutions while developing and empowering our talent. As the largest service line within Fidelity Fund and Investment Operations (FFIO), we are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents—and ensuring timely and accurate SEC filings. Our work is evolving rapidly as we integrate new product offerings, respond to changing regulations, and adopt a next‑generation technology platform that will transform how we operate. This is an exciting opportunity to gain deep knowledge, expand your capabilities, and play a meaningful role in advancing Fidelity’s present and future success.

Requirements

• Bachelor’s degree and a minimum of 3 years of financial services experience; prior regulatory and/or financial reporting experience preferred
• Broad understanding of investments, accounting principles, mutual fund industry practices, and regulatory requirements
• A self‑starter mindset—assertive, independent, and capable of working with limited direct supervision across multiple concurrent initiatives
• Strong collaboration skills and the ability to partner effectively across business divisions and team members
• Advanced analytical abilities, including interpreting complex requirements and translating them into clear, practical solutions
• Proficiency with Microsoft Office and related applications
• Note: Fidelity will not provide immigration sponsorship for this position

Responsibilities

• Apply your analytical capabilities and precision to ensure the accuracy and completeness of assigned documents and regulatory filings.
• Contribute to team efforts by building and optimizing workflows and improving processes.
• Support and test key applications and find innovative solutions to enhance the reporting ecosystem.
• Collaborating effectively, managing multiple priorities, and meeting deadlines in a fast‑paced environment—helping drive operational perfection across the service line.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees