Director – Investment Product
skillventory - A Leading Talent Research Firm
Senior Manager, Fund Financial & Tax Reporting
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Westlake • New Hampshire, Texas • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Deliver accurate and time-sensitive financial and regulatory reports and filings required for shareholders and regulators
- Coach and mentor staff to achieve high-quality results and adhere to process controls to proactively mitigate risk
- Work within a team and under pressure to meet deadlines
- Support the service line’s overall mission to deliver high-quality and efficient financial reporting for Fidelity’s registered funds.
Requirements
- Bachelor’s degree or equivalent experience
- 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
- 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
- Working with all levels of management and make high impact decisions quickly and accurately
- Use of workflows and requirements of internal and external business partners and systems applications
- Helping to define and understand the impact of initiatives to the production environment to anticipate and coordinate operational readiness
- Excellent written and verbal communication and strong presentation capability
Benefits
- The Team In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent.
- We are 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 statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial reportingregulatory reportingrisk frameworksprocess designautomationmutual fund operationscustodian bankingasset managementcontrol environmentfinancial services
Soft skills
coachingmentoringteamworkpressure managementhigh-impact decision makingcommunicationpresentation skillsinnovationproblem-solvingorganizational skills
Certifications
Bachelor's degree
