Director, Alternative Investments – Regulatory Reporting
Fidelity Investments
full-time
Posted on:
Location Type: Hybrid
Location: Merrimack • New Hampshire • Texas • United States
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Job Level
About the role
- Assess how new investments and changing requirements affect regulatory reports and filings produced by the Shareholder Reporting Team.
- Evaluate complex instruments (e.g., derivatives, short securities, alternative and digital assets), emerging regulatory changes (e.g., new SEC rules, US GAAP accounting and reporting updates) and complex and innovative products.
- Assemble critical information and coordinate comprehensive end-to-end analyses for production team leads to interpret impacts.
- Create requirement summaries to inform the broader Shareholder Reporting staff and to highlight impacted products and deliverables.
- Facilitate meetings and collaborate with internal team leaders to capture operational demands of new requirements across the Shareholder Reporting production teams.
- Summarize and communicate impacts of new requirements to Senior Management and key business partners.
- Coordinate and maintain documentation for ongoing reference and to support implementation of new and changed processes.
- Coordinate and deliver training that improves Shareholder Reporting staff’s conceptual understanding of new and changing requirements.
Requirements
- Bachelor’s Degree or equivalent experience
- 8+ years of experience preferred including financial services experience with an asset manager, audit firm or custodian bank, preferably in administration for investment funds.
- CPA preferred
- Familiarity with regulatory reports and filings for investment companies including their operational support processes.
- Investment product knowledge including investment structures and their regulatory and compliance frameworks.
- Research skills including the ability to capture information about a topic, review that information and analyze and interpret the details in a way to support a solution.
- Excellent organizational skills and attention to detail, with an ability to manage multiple, concurrent high priority assignments and deadlines.
- Strong written and verbal communications skills.
- Proficiency in various PC software applications including Microsoft Excel, Word, and PowerPoint. Power BI preferred.
Benefits
- Flexible working arrangements
- Professional development opportunities
- Health insurance
- Retirement plans
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
regulatory reportsfinancial servicesinvestment product knowledgeresearch skillsanalysisdocumentationtraining deliverycompliance frameworksoperational support processesinvestment structures
Soft Skills
organizational skillsattention to detailcommunication skillscollaborationcoordinationproblem-solvingtime managementcritical thinkingpresentation skillsinterpersonal skills
Certifications
Bachelor's DegreeCPA