skillventory - A Leading Talent Research Firm

Senior Manager, Shareholder Reporting

skillventory - A Leading Talent Research Firm

full-time

Posted on:

Location Type: Hybrid

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

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Job Level

Senior

About the role

  • Participate in implementation of new regulatory reporting requirements and improve processes by streamlining and introducing automation
  • Leverage analytical skills, knowledge of accounting and financial reporting to ensure accurate, time-sensitive reporting and filings required for shareholders and regulators
  • Partner with technical, oversight, business partners, operation leaders and operational associates to ensure scalable and effective reporting
  • Coach and mentor staff to achieve high-quality results and adhere to process controls to proactively mitigate risk
  • Manage a backlog and work under pressure to meet deadlines
  • Develop reporting solutions for new investment products, including alternative investments and Digital Assets, and incorporate new/changing regulations
  • Support implementation of a new technology platform transforming reporting processes
  • Produce and distribute financial statements, prospectuses, fund and legal documents and file with the SEC (team responsibility)

Requirements

  • Bachelor’s degree or equivalent
  • 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
  • Digital Assets / Alternative products experience preferred
  • Strong understanding of SEC regulatory reporting requirements, including Form N-PORT, Form N-MFP, and Form N-CEN (preferred)
  • Solid understanding of risk frameworks and ability to design and lead processes ensuring a strong control environment
  • Ability to identify and drive process improvements and automation
  • Ability to work with all levels of management and influence high impact decisions
  • Ability to work concurrently on a variety of opposing priorities in a changing regulatory and technology environment
  • Strong understanding of workflows and requirements of internal and external business partners and systems applications
  • Experience defining and understanding environmental impacts of initiatives to anticipate and coordinate operational readiness
  • Excellent written and verbal communication and strong presentation capability
  • Certifications: Category: Business Analysis (mentioned)
Benefits
  • Hybrid work arrangement (onsite every other week in a Fidelity office)
  • Opportunities to develop key knowledge, experience, and capabilities (professional development)
  • Inclusive and diverse workplace
  • Reasonable accommodations for applicants with disabilities
  • Equal opportunity employer

Applicant Tracking System Keywords

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

Hard skills
regulatory reportingfinancial reportingprocess automationreporting solutionsrisk frameworksSEC regulatory requirementsForm N-PORTForm N-MFPForm N-CENfinancial statements
Soft skills
analytical skillscoachingmentoringcommunicationinfluencing decisionsprocess improvementtime managementworking under pressurepresentation skillscollaboration
Certifications
Business Analysis