Senior Financial Analyst collaborating with employee benefits consulting team. Transforming data into compelling stories that drive strategic decisions for clients.
SF
Hybrid Analyst, Alternative Investment Shareholder Reporting
Posted last month
About the role
- Analyst preparing financial reports ensuring accuracy and compliance for Fidelity’s Investment Products. Collaborating with various groups to enhance financial reporting efficiencies.
Responsibilities
- Prepare the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards
- Participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures
- Interact with many groups within the Fidelity organization and effectively represent the business to customers and business partners
Requirements
- Bachelor’s degree expected
- 3+ 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
- Ability to effectively collaborate with all levels of staff and business partners to recommend changes to systems, processes, responsibilities, reporting, etc.
- Strong computer and application skills, including Microsoft Office applications
- Familiarity with data analysis and visualization tools (e.g., Tableau)
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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