Associate, Client Reporting

Fidelity Investments • Smithfield, RI

5d

About The Position

The Client Reporting Associate is a highly visible role at the center of delivering exceptional institutional client reporting across Fidelity Institutional Asset Management (FIAM) and shaping how we move forward as a team. This is an opportunity to go beyond traditional reporting by driving automation, leveraging data, and continuously improving how we deliver for our clients. In this role, we take ownership of end-to-end client reporting across monthly, quarterly, annual, and ad hoc deliverables while working across teams like Client Services, Product, Technology, Performance, and Compliance. We will navigate complex data, solve problems, and help build more efficient and scalable solutions. We are looking for someone who thrives in a fast-paced environment, brings strong attention to detail, embraces innovation, and shows up every day with a positive, team first mindset.

Requirements

• Bachelor's degree or 2 years of relevant experience
• Strong attention to detail
• Dedication to quality
• Ability to analyze, interpret, and validate large datasets
• Strong communication and collaboration skills
• Proactive approach

Nice To Haves

• Familiarity with SQL
• Familiarity with data visualization tools like Power BI and Tableau
• Exposure to reporting platforms such as SimCorp C1

Responsibilities

• Produce and deliver monthly, quarterly, annual, and ad hoc client reports for institutional clients and consultants
• Ensure all deliverables meet high standards for accuracy, consistency, and timeliness
• Support both standard and customized reporting solutions across diverse client and account structures
• Partner with Technology and Product teams to ensure data integrity and content accuracy across reporting outputs
• Leverage tools such as SQL, Power BI, Tableau, and SimCorp C1 to support reporting processes and data validation
• Contribute to the development of dashboard-based and automated reporting solutions
• Identify and implement opportunities to streamline workflows, reduce manual processes, and improve scalability
• Support the transition from static, manual reporting to automated and digital delivery channels
• Track recurring issues and partner with stakeholders to drive root cause resolution and long-term efficiency gains
• Collaborate with Client Services to understand client needs, account structures, and reporting requirements
• Partner with Product and Marketing teams to support new product launches and evolving reporting content
• Engage stakeholders to define reporting objectives, enhancements, and standardization efforts
• Configure and maintain reporting setups in SimCorp C1 or other reporting tools
• Support layout design and report structure development to ensure clarity and consistency across deliverables
• Participate in initiatives aimed at standardizing report formats and improving client experience

Benefits

• Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level