Senior Manager, Shareholder Reporting

skillventory - A Leading Talent Research Firm

Senior Manager handling regulatory reporting and filings for Fidelity’s registered investment companies. Coaching staff and ensuring compliance with SEC regulations in a fast-paced environment.

Posted 7/9/2026full-timeMerrimack • New Hampshire, Texas • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Deliver 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 to proactively mitigate risk.
Work within a team and under pressure to meet deadlines.

Requirements

What you’ll need

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.
Strong understanding of SEC regulatory reporting requirements, including Form N-PORT , Form N-MFP , and Form N-CEN.
Strong analytical skills , with the ability to apply critical thinking to interpret and manage large, complex data sets.
Deep understanding of risk frameworks , with the ability to design and lead processes that ensure a robust control environment.
Innovation-focused mindset , with a proven ability to identify opportunities for process improvement and automation.
Effective communicator and influencer , capable of working across all levels of management to drive high-impact decisions quickly and accurately.
Comprehensive understanding of workflows and requirements of internal and external business partners, as well as related systems and applications.
Experience in assessing operational impacts of initiatives , with the ability to anticipate and coordinate operational readiness.
Excellent written and verbal communication skills , with strong presentation capabilities and attention to detail.

Benefits

Comp & perks

Fidelity’s Onsite Working Model transitioning to full-time onsite working model.
Ample opportunities to develop key knowledge, experience, and capabilities.

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

Financial Regulatory ReportingAccountingData AnalysisProcess ImprovementAutomation

Soft Skills

Effective CommunicationCritical ThinkingMentoringInfluencing