Manager, Alternative Investments Shareholder Reporting

Fidelity Investments • Merrimack, NH

3d • Onsite

About The Position

This is an excellent opportunity for an individual contributor who has experience in, or is interested in learning about, Private Markets and the expanding Alternative Products space overall. The Senior Business Analyst combines in-depth knowledge of accounting and reporting matters with technical capability and superb interpersonal skills to elicit, define, and document systems requirements to the development team. The Senior Business Analyst is a liaison for the Shareholder Reporting business team to the systems groups. This role also includes general application support, issue documentation, project representation, and portfolio management. Thus, the business analyst performs many sub-roles as business analyst, systems analyst, and project coordinator for the Shareholder Reporting team.

Requirements

• Bachelor's Degree in accounting, finance, business, business analysis, CIS or the equivalent
• 4+ years prior experience in the mutual fund industry
• 3+ years project experience required (active participation and/or management)
• Ability to work concurrently on a variety of opposing priorities, while remaining flexible to a constantly evolving regulatory environment
• Strong verbal and written communication skills
• Extensive understanding of MS Office

Nice To Haves

• Previous financial reporting experience with Alternative Investment products preferred
• Experience with database query tools, such as Microsoft Access, SQL, Power BI, or Oracle, are preferred
• Experience with Confluence's Unity financial reporting software is a plus
• Experience with SunGard’s InvestOne and the Geneva accounting software and related reporting tools are a plus

Responsibilities

• General application support
• Issue documentation
• Project representation
• Portfolio management
• Elicit, define, and document systems requirements to the development team
• Act as a liaison for the Shareholder Reporting business team to the systems groups
• Perform many sub-roles as business analyst, systems analyst, and project coordinator for the Shareholder Reporting team
• Translate business requirements to technical resources in support of helping develop business solutions that reduce risk, increase business efficiency, and minimize impact
• Work with product owners to build, prioritize and maintain product backlog to focus a team on delivering business solutions with the highest customer experience impact
• Craft, handle and evaluate business acceptance tests for end to end operational processes and end-users of solutions
• Assess and detail business opportunities, benefits, risks, and success factors of potential solutions
• Implement strategies and techniques to ensure that customer needs are addressed in solution design that result in a positive experience with the organization and its products and services at every touch point
• Analyze business systems and/or business processes to identify user needs, document requirements, and address operation/process issues/improvements to accomplish business objectives
• Perform qualitative reviews of regulatory reports on assigned U.S. Canadian, or offshore domiciled Fidelity funds to ensure accuracy and adherence to appropriate regulatory guidelines.

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: Senior