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Manager, Shareholder Reporting
Manager, Shareholder Reporting-November 2024
Merrimack
Nov 28, 2024
About Manager, Shareholder Reporting

  Job Description:

  Are you interested in learning more about the way Fidelity launches funds and ETFs? If you have developed a strong understanding of Fidelity's products, have strict attention to detail, can make sophisticated connections, and have the potential to lead, then this role may be the right fit! This Manager Level role is responsible for the oversight of regulatory filings to facilitate the launch of new Fidelity products. This will be achieved by providing direction and oversight to a team of Analysts. This is an excellent opportunity for an individual contributor who has curiosity about industry trends and interest in supporting mutual fund regulatory reporting. We interact with many groups within Fidelity and leverage cross functional working relationships to achieve our mission.

  The Team's mission is to excel in enabling the creation of prospectuses, statements of additional information, liquidations, information statements, reorganizations, stickers/reprints, contracts, and proxies. The Manager uses their experience and exercises latitude and discretionary decision-making over sophisticated product, regulatory or technological issues. The Manager coordinates and reviews the work of the Analyst Level staff ensuring that results meet legal requirements and internal quality standards. This role is also involved in implementing the strategic direction set by senior management and assumes broader leadership responsibilities.

  The Expertise and Skills You Bring

  5+ years of financial services experience with a mutual fund/ETF operation, custodian bank or asset manager.Strong organizational and leadership skills.Self-starter with strong analytical, attention to detail, communication, and organization skills.Ability to coach, develop and mentor a staff of professionals.Ability to deliver under pressure and coordinate and prioritize multiple projects.Ability to accept and adapt to evolving priorities, business needs and regulatory requirements.Superior writing, oral communication, and analytical skills.Ability to determine and meet deadlines.Proven record in resolving sophisticated issues using initiative and good business judgment skills.Extensive knowledge of the Fidelity organization and its products.Prior focus on legal regulatory reporting a plus.Technical knowledge of investments and business knowledge of mutual fund industry and regulations is a plus.

  The Team

  

  Shareholder Reporting team is responsible for the crafting and filing of Fidelity Fund regulatory documents. These documents include, but are not limited to registration statements, contracts, proxies, and financial documents. We work closely with the Treasurer's office, the Legal Department, and Product Governance to ensure accurate and timely filing of regulatory documents.

  Certifications:

  Company Overview

  Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

  Join Us

  At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

  At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

  We invite you to Find Your Fidelity at fidelitycareers.com.

  Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

  Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.

  At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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