Associate Analyst III, Shareholder Reporting

Job Description:

The Role

Are you ambitious and excited to make a significant impact in an ever-changing regulatory and operations environment? Join us as an Associate Analyst in the Shareholder Reporting organization at Fidelity Investments! In this role, you will use your analytical skills and attention to detail to ensure the accuracy and completeness of your assigned documents and filings. You will be part of a dynamic team that is committed to standardizing processes, configuring workflows, and exploring innovative product solutions to drive operational excellence.

The Expertise and Skills You Bring

• 1 - 3 years of financial services experience with a Bachelor’s degree or equivalent experience and prior regulatory and/or financial reporting experience preferred

• General knowledge of investments, accounting, the mutual fund industry, and regulations

• An assertive, independent self-starter who can work without close supervision on multiple concurrent projects

• Outstanding collaboration skills across various service lines and business partners and within the team

• Strong analytical abilities to understand complex requirements and translate them into practical applications

• Ability to identify, develop and present process improvement initiatives within financial reporting workflows

• Proficiency in Microsoft Office applications and strong computer skills

• Excellent verbal and written communication skills

• Note: Fidelity will not provide immigration sponsorship for this position.

The Team

In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity’s current and future success!

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Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.