Senior Manager, Shareholder Reporting

Job Description:

The Role

Do you have a solid understanding of regulatory reporting requirements for registered investment companies and alternative products? 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! This is an excellent opportunity for an individual contributor who has experience in, or is interested in learning about, Digital Assets, Liquid Alternatives and the expanding Alternative Products space overall.

In this role, you will leverage your analytical stills, knowledge of accounting and financial reporting, attention to detail, and project management skills combined with strong interpersonal skills to partner with technical, oversight, business partners, operation leaders and operational associates to ensure scalable, effective and accurate time-sensitive reporting and filings required for shareholders and regulators. You will also coach and mentor staff to achieve high-quality results, adhere to process controls to proactively mitigate risk and manage a backlog. 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 products.

The Expertise and Skills You Bring

• Bachelor's degree or equivalent with 5+ years of financial services experience with a mutual fund operation, custodian bank or asset manager with a focus on legal and financial regulatory reporting, with Digital Assets / Alternative products preferred.
• Strong understanding of SEC regulatory reporting requirements, including Form N-PORT, Form N-MFP, and Form N-CEN (preferred)
• Solid understanding of risk frameworks and ability to design and lead processes ensuring a strong control environment
• Focus on innovation - ability to identify and drive forward ways to improve and automate current processes
• Ability to work with all levels of management and influence high impact decisions quickly and accurately
• Ability to work concurrently on a variety of opposing priorities, while remaining flexible to a constantly evolving regulatory and technology environment.
• Strong understanding of workflows and requirements of internal and external business partners and systems applications
• Experience with helping to define and understand the environmental impacts of initiatives too anticipate and coordinate operational readiness
• Excellent written and verbal communication and strong presentation capability