Senior Financial Analyst for BARBRI's Financial Planning & Analysis team. Involved in budgeting, forecasting, and providing financial analysis to support business decisions.
SF
Hybrid Analyst, Alternative Investment Shareholder Reporting
Posted 1 hour ago
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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