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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About the role
- Review financial reports to ensure accuracy and compliance with regulatory requirements and internal quality standards.
- Coach and mentor staff to achieve high-quality results and adhere to process controls.
- Deliver detailed, scalable operational processes.
- Assist in preparation and review of documents and filings effectively and efficiently using various Fidelity systems and process validations.
- Collaborate well within the team and with external business partners through strong verbal and written communication.
- Demonstrate a proactive approach to growing your skills and building your product knowledge.
Requirements
- Bachelor’s degree or a minimum of 6 years of experience with an asset manager, audit firm or custodian bank.
- Prior experience with regulatory and/or financial reporting preferred.
- General knowledge of investments, accounting, the mutual fund industry and regulations.
- A self-starter who can work without supervision on multiple concurrent projects.
- Ability to effectively collaborate across varying service lines and business partners.
- Strong analytical skills, understand sophisticated requirements, and translate them into pragmatic application.
- Strong written and verbal communications skills.
- Effective time management and prioritization skills.
- Strong computer and application skills, including Microsoft Office applications.
Benefits
- Health insurance
- 401(k) matching
- Flexible working hours
- Paid time off
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial reportingregulatory complianceprocess controlsoperational processesinvestment knowledgeaccountingmutual fund regulationsanalytical skillstime managementproject management
Soft Skills
coachingmentoringcollaborationcommunicationself-starterprioritizationproactive approachadaptabilityproblem-solvingattention to detail