skillventory - A Leading Talent Research Firm

Senior Manager, Shareholder Reporting

skillventory - A Leading Talent Research Firm

full-time

Posted on:

Location Type: Hybrid

Location: Merrimack • New Hampshire, Texas • 🇺🇸 United States

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Job Level

Senior

About the role

  • Lead a team responsible for the implementation of new regulatory reporting requirements
  • Improve processes by streamlining and introducing automation
  • Ensure delivery of accurate and time-sensitive regulatory reports and filings required for shareholders and regulators
  • Coach and mentor staff to achieve high-quality results and adhere to process controls

Requirements

  • Bachelor’s degree or equivalent
  • 5+ years of experience in financial services—preferably within mutual fund operations, a custodian bank, or an asset manager—with a focus on financial regulatory reporting or accounting
  • Deep understanding of risk frameworks
  • Effective communicator and influencer
  • Comprehensive understanding of workflows and requirements of internal and external business partners
Benefits
  • Ample opportunities to develop key knowledge
  • Experience and capabilities that will continue to contribute to Fidelity’s current and future success

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
regulatory reportingfinancial regulatory reportingaccountingprocess automationrisk frameworks
Soft skills
leadershipcoachingmentoringcommunicationinfluencing
Certifications
Bachelor’s degree