Director, Alternatives Shareholder Reporting

skillventory - A Leading Talent Research Firm

Director of Alternative Investments and Regulatory Reporting at Fidelity. Ensuring compliance and operational efficiency amidst evolving investment products and regulatory requirements.

Posted 6/10/2026full-timeMerrimack • Massachusetts, New Hampshire, Texas • 🇺🇸 United StatesLead💰 $103,000 - $211,000 per yearWebsite

About the role

Key responsibilities & impact

ensure the organization remains well-positioned amidst evolving investment products and regulatory requirements
evaluate the impact of emerging investment products on shareholder reporting
translate complex regulatory and product developments into practical, scalable reporting solutions
collaborate effectively across functions
analyze new regulatory requirements and accounting guidance
convert technical concepts into clear, actionable insights for reporting

Requirements

What you’ll need

over 8 years in financial services, including investment management accounting/reporting or operations, or audit/advisory experience
strong understanding of investment company reporting, U.S. GAAP, and regulatory frameworks
CPA preferred
analytical skills and attention to detail
ability to prioritize and navigate ambiguity
ability to communicate complex topics effectively

Benefits

Comp & perks

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment management accountingshareholder reportingU.S. GAAPregulatory frameworksaccounting guidancereporting solutionsanalytical skillsattention to detail

Soft Skills

collaborationcommunicationprioritizationnavigating ambiguity

Certifications

CPA