Associate Analyst, Shareholder Reporting

Job Description:

The Role

If you have strong analytical, organizational, and communication skills and are a diligent professional, this role may suit you well. You should thrive in a dynamic regulatory and operational environment. As an Associate Analyst, Shareholder Reporting you will apply your analytical capabilities and precision to ensure the accuracy and completeness of assigned documents and regulatory filings. You will contribute to team efforts by building and optimizing workflows and improving processes. You will support and test key applications and find innovative solutions to enhance the reporting ecosystem. Success in this role requires collaborating effectively, managing multiple priorities, and meeting deadlines in a fast‑paced environment-helping drive operational perfection across the service line.

The Expertise and Skills You Bring

• Bachelor's degree and a minimum of 3 years of financial services experience; prior regulatory and/or financial reporting experience preferred
• Broad understanding of investments, accounting principles, mutual fund industry practices, and regulatory requirements
• A self‑starter mindset-assertive, independent, and capable of working with limited direct supervision across multiple concurrent initiatives
• Strong collaboration skills and the ability to partner effectively across business divisions and team members
• Advanced analytical abilities, including interpreting complex requirements and translating them into clear, practical solutions
• Proficiency with Microsoft Office and related applications
• Note: Fidelity will not provide immigration sponsorship for this position