Director of Fund Financial & Tax Reporting at Fidelity assessing regulatory impacts and changes for the Shareholder Reporting Team. Collaborating with team leaders and maintaining documentation for new requirements.
About the role
- Investment Associate part of the National Investment Team at Fiduciary Trust International. Partnering with the Director to lead strategic initiatives and manage investment operations in a dynamic environment.
Responsibilities
- partner with the Director of Portfolio Management on high-priority strategic business initiatives
- act as a proxy or delegate for the Director when needed
- lead strategic projects through to successful completion with full accountability
- ensure strategic alignment across departments to support firm-wide investment goals
- contribute to operational oversight of the investments platform
- address issues across investment operations, compliance, marketing, and digital enablement
- navigate complex priorities to drive initiatives that support long-term investment strategy
- liaise between the investment team and Portfolio Management, Relationship Management, and Asset Allocation
- collaborate with Digital Strategy, Marketing, Trust & Estates, and Investment Operations teams
- work across departments and business functions at senior levels
- engage in cross-functional business management tasks
Requirements
- Bachelor's degree in Finance, Economics, Business Administration, or related quantitative field
- 2–5 years of experience in wealth management, investment banking, or asset management with exposure to investment strategy, portfolio operations, or business management
- Progress toward or completion of CFP, MBA, or equivalent advanced certification is a plus
- Familiarity with regulatory and compliance environment in wealth and asset management
- Advanced proficiency in MS PowerPoint and Excel (Power BI highly desirable)
- Experience with CRM systems such as Microsoft Dynamics
- Experience with investment management software or digital strategy implementation projects preferred
Benefits
- annual discretionary bonus
- 401(k) plan with a generous match
- recognition rewards
- comprehensive benefits package
- competitive healthcare options
- insurance and disability benefits
- employee stock investment program
- learning resources and career development programs
- reimbursement for certain education expenses
- paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays)
- motivational wellbeing program
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