Manager, Alternative Investments – Shareholder Reporting

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Manager preparing financial reports ensuring accuracy and compliance for alternative investment products at Fidelity. Leading operational efficiencies and collaborating across teams for quality reporting.

Posted 6/17/2026full-timeMerrimack • New Hampshire, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Prepare the production of financial reports to ensure accuracy and compliance with regulatory requirements
Participate and/or lead operational efficiencies to scale and automate processes
Interact with many groups within the Fidelity organization and effectively represent the business to customers and business partners

Requirements

What you’ll need

Bachelor’s degree expected
5 years of financial services experience with an asset manager, audit firm or custodian bank, preferably in accounting operations or administration for alt investment products
Accounting and operational knowledge for alternative asset classes (e.g., commodities, real estate, private debt, private equity, distressed securities, derivatives, cryptocurrencies)
Experience preparing financial statements and related content for 10-K and 10-Q filings for products structured as BDCs, ETPs or REITs
Strong computer and application skills, including Microsoft Office applications
Familiarity with data analysis and visualization tools (e.g., Tableau)

Benefits

Comp & perks

Health insurance
Retirement plans
Professional development
Paid time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial reportingregulatory complianceoperational efficienciesaccounting operationsfinancial statements10-K filings10-Q filingsdata analysisdata visualizationalternative asset classes

Soft Skills

interpersonal skillsleadershipcommunicationorganizational skills

Certifications

Bachelor's degree