Senior Manager, Shareholder Reporting

Fidelity • Merrimack, NH

6d • Onsite

About The Position

This role focuses on delivering accurate and time-sensitive regulatory reports and filings required for shareholders and regulators. The Senior Manager will leverage analytical skills and attention to detail, coach and mentor staff, and adhere to process controls to proactively mitigate risk. The position requires the ability to work within a team and under pressure to meet deadlines, supporting the service line’s mission to deliver high-quality and efficient shareholder reporting solutions for Fidelity’s registered funds. Fidelity is transitioning to a full-time onsite working model.

Requirements

• Bachelor’s degree or equivalent.
• 5 years of experience in financial services —preferably within mutual fund operations, a custodian bank, or an asset manager—with a focus on financial regulatory reporting or accounting.
• Strong understanding of SEC regulatory reporting requirements, including Form N-PORT, Form N-MFP, and Form N-CEN (preferred).
• Strong analytical skills, with the ability to apply critical thinking to interpret and manage large, complex data sets.
• Deep understanding of risk frameworks, with the ability to design and lead processes that ensure a robust control environment.
• Innovation-focused mindset, with a proven ability to identify opportunities for process improvement and automation.
• Effective communicator and influencer, capable of working across all levels of management to drive high-impact decisions quickly and accurately.
• Comprehensive understanding of workflows and requirements of internal and external business partners, as well as related systems and applications.
• Experience in assessing operational impacts of initiatives, with the ability to anticipate and coordinate operational readiness.
• Excellent written and verbal communication skills, with strong presentation capabilities and attention to detail.

Nice To Haves

• Experience with alternative investments is a plus.

Responsibilities

• Deliver accurate and time-sensitive regulatory reports and filings required for shareholders and regulators.
• Coach and mentor staff to achieve high-quality results.
• Adhere to process controls to proactively mitigate risk.
• Participate in the implementation of new regulatory reporting requirements.
• Improve processes by streamlining and introducing automation.
• Develop reporting solutions for Fidelity’s new investment products, including alternative investments.
• Incorporate new and changing regulations.
• Implement a brand new technology platform.

What This Job Offers

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