Senior Manager, Shareholder Reporting

Fidelity Investments • Westlake, TX

2d

About The Position

The Senior Manager, Shareholder Reporting delivers accurate, time-sensitive regulatory reports and filings required by shareholders and regulators for Fidelity’s registered funds. The role guides and mentors staff to produce high-quality work, comply with process controls, and proactively mitigate risk. It also contributes to implementing new regulatory reporting requirements and improving reporting processes through streamlining and automation.

The position is part of Fidelity Fund and Investment Operations (FFIO), within Shareholder Reporting. The team produces and distributes financial statements, prospectuses, and other fund and legal documents to customers and files them with the SEC. It is developing reporting solutions for new investment products, including alternative investments, responding to changing regulations, and implementing a new technology platform.

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Current onsite expectations vary by role and location and may evolve. Fidelity will not provide immigration sponsorship for this position.

Requirements

• Bachelor’s degree or equivalent.
• At least 5 years of financial services experience with a mutual fund operation, custodian bank, or asset manager, focused on legal and financial regulatory reporting.
• Solid understanding of risk frameworks and ability to design and lead processes that ensure a strong control environment.
• Ability to identify and advance ways to improve and automate current processes.
• Ability to work with all levels of management and influence high-impact decisions quickly and accurately.
• Strong understanding of workflows and requirements of internal and external business partners and systems applications.
• Experience helping define and understand the environmental impacts of initiatives to anticipate and coordinate operational readiness.
• Excellent written and verbal communication skills and strong presentation capability.

Responsibilities

• Inspire and guide a team to deliver high-quality, time-sensitive regulatory documents.
• Champion process excellence by implementing controls and identifying automation opportunities.
• Collaborate with data, systems, audit firms, and legal teams to streamline workflows and reduce risk.
• Mentor and develop talent, fostering accountability, innovation, and continuous improvement.
• Deliver accurate and timely regulatory reports and filings for shareholders and regulators.
• Participate in implementing new regulatory reporting requirements and improving processes.

What This Job Offers

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