Senior Manager, Shareholder Reporting

Fidelity • Westlake, TX

8d • Onsite

About The Position

The Role Do you have a solid understanding of regulatory reporting requirements for SEC-registered investment companies? Would you be interested in participating in the implementation of new regulatory reporting requirements and improving processes by streamlining and introducing automation? If this sounds like you, this job is for you! In this role, you will leverage your analytical stills and attention to detail to deliver accurate and time-sensitive regulatory reports and filings required for shareholders and regulators. You will also coach and mentor staff to achieve high-quality results and adhere to process controls to proactively mitigate risk. Your ability to work within a team and under pressure to meet deadlines will be essential to our success and in helping to support the service line’s overall mission to deliver high-quality and efficient shareholder reporting solutions for Fidelity’s registered funds.

Requirements

• Bachelor’s degree or equivalent, with 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 and adhere to process controls to proactively mitigate risk.
• Participate in the implementation of new regulatory reporting requirements.
• Improve processes by streamlining and introducing automation.

What This Job Offers

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