Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Reporting Analyst to work in Westlake, TX!
As a Reporting Analyst, you will be part of a highly collaborative, cross functional team within Investment Operations. You will be writing custom reporting in Advent Portfolio Exchange, a financial reporting system used by internal business partners. You will also be assisting with backlogs on project as needed relating to private equity, real estate, venture capital, and other alternative and non-traditional investment.
You will work closely with internal partners, including alternative investment due diligence and oversight, investment operations and finance teams. This position requires strong attention to detail, positive professional attitude, and ability to work in a dynamic team environment.
Skills you will bring:
- Bachelor’s Degree required, Advanced Degree a plus
- Experience in the financial services industry, back-office operations preferred
- Experience in Alternative Accounting or Private Equity / Hedge Fund Accounting is a plus
- Proficient with Agile enabling tools like Jira/Jira Align
- SQL and SSMS experience required
- SSRS Reports development experience preferred
You will:
- Collaborate with business users to understand their reporting requirements and translate them into actionable reports
- Review and reconcile alternative investment data across multiple sources
- Identify opportunities to utilize reporting to create efficiencies in operations processes
- Provide training and support to end-users on how to access, understand, and utilize financial reports
Company Overview
Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at FTSJobs.com(opens in a new tab).
We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at HR@ ftsjobs.com.
Information about Fidelity Investments
At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. For information about working at Fidelity, visit FidelityCareers.com(opens in a new tab).
Fidelity’s hybrid working model (opens in a new tab)blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
Fidelity Investments and Fidelity TalentSource are equal opportunity employers.