Senior Manager, Alternative Investments Shareholder Reporting
Fidelity Investments
Dunbarton, 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 coordination of financial reports for alternative investments. Utilize your expertise in financial services to ensure compliance and quality while driving operational efficiencies in a collaborative team environment.
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
Interact with various groups within Fidelity and represent the business to customers and partners
Required Qualifications
Bachelor’s degree
5+ years of financial services experience with an asset manager, audit firm or custodian bank
Advanced accounting and operational knowledge for alternative asset classes
In-depth knowledge of US GAAP financial reporting standards
Advanced excel skills
Excellent written and verbal communication skills
Preferred Qualifications
MBA or CPA
Extensive working experience using Geneva platform for partnership accounting and reporting
Strong working knowledge of project and relationship management