Senior Manager, Alternative Investments Shareholder Reporting
Fidelity Investments
Mont Vernon, NH
20 days ago
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Job Description
Join Fidelity Investments as a Senior Manager in Shareholder Reporting, where you'll lead the preparation and review of financial reports for alternative investment products. You'll collaborate with a dynamic operations team, ensuring compliance and quality in reporting while driving operational efficiencies for a growing portfolio of diverse investments.
Key Responsibilities
Prepare, review, and coordinate the production of financial reports
Ensure accuracy and compliance with regulatory and product-specific requirements
Participate and/or lead operational efficiencies to scale and automate processes
Interact with various groups within Fidelity and represent the business to customers
Required Qualifications
Bachelor’s degree expected
5+ years of financial services experience with an asset manager, audit firm, or custodian bank
Extensive working experience using Geneva platform for partnership accounting and reporting
Advanced accounting and operational knowledge for alternative asset classes
In-depth knowledge of US GAAP financial reporting standards
Advanced excel skills
Ability to lead independently in a fast-paced team environment
Strong working knowledge of project and relationship management