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<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Are you a professional who possesses strong analytical, interpersonal, communication, cross team partnership skills and the ability to adapt to the ever-evolving nature of regulations and operational demands?</p><p>The <strong>Senior Manager, Fund Pricing</strong> provides leadership and supports partnership at the business unit and divisional level for business essentials including risk management, operational strategy, systems improvement prioritization, communication strategy, customer/vendor/peer relationships, resource alignment, people development, cost control, project management, business continuity and new business opportunities.</p><ul><li>Providing oversight, problem resolution, training, analysis, and reporting.</li><li>Crafting and delivering optimized, scalable processes with a focus on risk mitigation and compliance.</li><li>Supporting financial reporting audits using Fidelity systems and process validations.</li><li>Identifying, analyzing, and raising potential risks based on accounting practices and department policies.</li><li>Working across various document types to support different product lines with varying reporting requirements.</li><li>Connecting with partners to implement appropriate solutions.</li><li>Coordinating business unit-wide initiatives and sharing plans with key participants.</li><li>Implementing and assisting with directions set by senior leadership regarding new products and initiatives.</li></ul><p><strong>The Expertise &amp; Skills You Bring</strong></p><ul><li>A bachelor's degree or at least 10 years of equivalent experience.</li><li>Exhibited experience in financial services, particularly in pricing and mutual funds.</li><li>Deep knowledge of equity, fixed income, and derivative instruments is a plus.</li><li>Ability to work independently and proficiently on multiple projects.</li><li>Effective partnering across service lines and with external auditors.</li><li>Strong analytical abilities to understand intricate requirements and develop pragmatic solutions.</li><li>Ability to resolve root causes of issues and guide staff towards resolutions.</li><li>Familiarity with automation tools and data validation methods.</li><li>Understanding of departmental system applications, including their capabilities and limitations, and an eagerness to accept innovative technology.</li></ul><p><strong>The Team</strong></p><p>Fund Operations team at Fidelity plays a crucial role in providing comprehensive accounting and pricing services for a wide range of products, including retail, institutional products, and ETFs. They support multiple asset managers and perform vital tasks such as maintaining books and records, pricing securities, and calculating net asset values, yields, and distribution rates.</p><p>If this role aligns with your career goals and expertise, it could be an incredible opportunity to join our fast-paced team and make a significant impact!</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Fidelity Investments

Senior Manager, Fund Pricing

<br><strong>The Value You Deliver</strong><br> The Operations Associate role acts as the central point of contact for Workplace Consulting on incoming requests from all levels of associates. The primary responsibility will be to help support, triage, or respond to a broad range of requests coming from other associates within Workplace Consulting. In this role, no workday is ever the exact same. As our business needs or internal infrastructure evolves, the role and responsibilities may evolve as well. <p><strong>Day-to-Day Management of Incoming Requests</strong>&nbsp;– Support the day-to-day requests in the WC Operations queue in a timely and professional manner. This includes ensuring processes, best practices, procedures are properly followed, and to triage certain requests to other team members where applicable.</p><p><strong>Data Maintenance and Support</strong>&nbsp;– Provide assistance with associate timesheets, login errors, schedule requests, etc. Receive and respond to data updates and maintenance in OpenAir (our timekeeping platform), Outlook and Salesforce, such as creating, changing, or removing of associate, client, and project details. Reliable data is critical to our business to ensure highest quality project and people management and financial reporting. This may include batch updates and special projects.</p><p><strong>Troubleshooting and Research</strong>&nbsp;– Support WC Operations in researching and finding answers for the unknowns by collaborating with other Fidelity internal business partners and helping to support new initiatives that aim to improve quality, efficiency, and processes. This may include working with other team members to establish new standards by updating existing processes, best practices, procedures for future reference, and/or to determine whether issues should be re-routed or escalated.</p><p><strong>The Expertise and Skills You Bring&nbsp;</strong>&nbsp; </p><ul><li>A college degree or related work experience.</li><li>2-3 years of experience in a professional office environment.</li><li>Excellent writing, communication, and organizational skills with strong attention to detail.</li><li>Proficient with Microsoft Office Suite with the aptitude to learn new skills quickly.</li><li>Experience with OpenAir (an Oracle NetSuite software) or Salesforce preferred but not required.</li><li>Effective time management skills, with ability to prioritize and balance multiple tasks simultaneously and timely follow up.</li><li>Have a polished calm demeanor and professionalism to be proactive and collaborative with associates across all levels on escalated issues; as well as the ability to maintain a high level of confidentiality.</li><li>A self-starter, able to work&nbsp;independently with a strong sense of ownership, involvement, and resolve.&nbsp;Comfort in seeking clarification or resolution when asked to assist with unknowns, problem solving or troubleshooting issues.</li><li>A flexible teammate, willing to get involved and assist the work of the larger team across a variety of other duties, including backing-up peers.&nbsp;</li></ul><p><strong>The Team</strong>&nbsp;<br> As a member of the Core Operations team in Fidelity Workplace Consulting (FWC), you will provide operational support to the service delivery and project teams which comprise of all levels of management on a multitude of internal office issues. FWC consists of over 600 consulting professionals with offices across 12 major cities who help clients stay competitive, innovate on strategic solutions, and solve problems ranging from benefits design, strategy, funding, communication and delivery to talent management and people analytics. All our consultants have billable hourly rates with productivity targets. You will be a key team member of a small support team who assists our consultants with issues and resolution to reduce the amount of time spent on non-billable research and problem resolution.</p><p><strong>About Fidelity Workplace Consulting</strong><br> Workplace Consulting is responsible for bringing innovative solutions and products to our clients. We help employers assess and improve the effectiveness of their benefit and rewards programs, engage employees, and design and implement successful workforce and planning strategies that deliver measurable return on investment.&nbsp;As the workplace landscape evolves, so do we.<br> We help clients solve complex (or simple) workplace problems.&nbsp; </p><ul><li>We look to provide clients with a unique perspective to their situation by offering comprehensive solutions leveraging exclusive intelligence from the clients and participants we serve.</li><li>We strive to expand on the trusted and proven relationships which helps to understand a client’s history, goals and challenges while reducing the time and effort to achieve desired results.????</li></ul><p> We can provide a better return on the client’s benefits investment where our implemented solutions will provide a state of continuous improvement and affordability to drive value for them and their participants.<br> One of our key essential leadership principles that we all strive for every day is customer obsessed.</p><h4><strong>Company Overview</strong></h4><p>&nbsp;<br>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).<br><em>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.</em><br><em>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 </em><em>HR@ ftsjobs.com</em><em>.</em></p><h4><strong>Information about Fidelity Investments</strong></h4><p>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: <em>to strengthen the financial well-being of our clients</em>. 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).</p><p>Fidelity’s hybrid working model&nbsp;(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.</p><p>Fidelity Investments and Fidelity TalentSource are equal opportunity employers.</p>

Fidelity TalentSource

Operations Associate

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>Are you a professional who possesses strong analytical, organizational and communication skills with the ability to embrace and adapt to an ever-changing regulatory and operations environment? The Shareholder Reporting Analyst role will depend on analytical skills and attention to detail to ensure the accuracy and completeness of assigned documents and filings! Additionally, this role will be part of a working team to standardize and deliver a refined process, configure a workflow, support, and test applications, and explore alternative and innovative product solutions. Your ability to work within a team and under pressure to meet deadlines will be essential to success. It will also help to support the service line’s mission to achieve new efficiencies through process engineering and operational excellence.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Bachelor’s degree and a minimum of 3 years of financial services experience with regulatory and/or financial reporting experience preferred</li><li>General knowledge of investments, accounting, the mutual fund industry and regulations</li><li>A self-starter who is assertive, independent and can work without close supervision on multiple concurrent projects</li><li>Optimally collaborate across varying service lines and business partners</li><li>Use strong analytical skills; The ability to understand sophisticated requirements and translate them into pragmatic application</li><li>Apply computer and application skills, including Microsoft Office applications</li><li>Verbal and written communication</li></ul><h3><strong>The Team</strong></h3><p>In Shareholder Reporting, we are on a mission to deliver "SMART, SIMPLE and SCALABLE" shareholder reporting solutions while growing our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we are the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand-new technology platform that will transform the way we work. We have lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity’s success.</p><p><em>Please note: Fidelity will not provide immigration sponsorship for this position</em></p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Associate Analyst III, Shareholder Reporting

<h3>Job Description:</h3><p><strong>The Role </strong></p><p>As a <strong>Fund Operations Manager</strong>, you will lead a team of <strong>20+</strong> analysts performing daily/monthly review of components of NAV (Net Asset Value), Mil rates and fund yields. If you enjoy working in a dynamic, high volume, fast-paced operations environment and want to be an integral part of managing a team, this role could be just right for you!</p><ul><li>Coordinate and manage departmental workflows</li><li>Participate in and execute strategy and initiatives set forth by senior leadership</li><li>Identify and recommend changes to systems, processes, responsibilities, reporting, etc.</li><li>Coordinate testing of new technology prior to roll out into production and report results to peers and managers</li><li>Provide technical leadership and act as a technical resource to group, as well as other areas of Fidelity</li><li>Monitor and assess the department’s control environment; identify potential issues and their impact on internal controls; drive a course of action to mitigate risk</li><li>Raise operational incidents to senior management and Risk team; manage resolution process</li><li>Lead and manage relationships with business partners; meet and exceed service level expectations</li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>Degree Preferred</li><li>5 years of industry experience</li><li>5 years prior accounting/reconciliation/reporting </li><li>Comfortable presenting to a senior audience</li></ul><ul><li>Ability to strategically resolve complex problems</li><li>Prior people management experience (nice to have)</li><li>Lead by Example</li><li>Ability to develop and nurture relationships with business partners</li><li>Ability to collaborate across business department and units</li><li>Ability to drive initiatives and achieve of results</li></ul><p><strong>The Team</strong></p><p>As part of Fidelity's Fund and Investment Operations (FFIO) business unit, the Fund Operations division provides accounting and pricing services to all Fidelity Retail and Institutional products, including books and records maintenance, securities' pricing, and NAV, yield and distribution rate calculations. The Fund Accounting department performs the daily pricing and bookkeeping for retail funds and institutional funds within FFIO. Would you like to be a part of this innovative team?</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Fund Operations Manager

<h3>Job Description:</h3><h3><strong>Manager – Shareholder Reporting</strong></h3><h3><strong>The Role</strong></h3><p>Are you interested in leading both people and process on an operational team? Do you have a solid understanding of regulatory and financial reporting requirements for SEC-registered investment companies? If this sounds like you, this job is for you!</p><p>In this role, you will manage a team that delivers accurate and time-sensitive financial and regulatory reports and filings required for shareholders and regulators. The manager will supervise and mentor staff to achieve high-quality results and coordinate process controls to proactively mitigate risk. This role will collaborate with many groups within the Fidelity organization and use cross functional working relationships to achieve common goals and optimally represent the business.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>3+ years of management experience including managing people and leading teams</li><li>Bachelor’s degree or equivalent experience with 5+ years of financial services experience with a mutual fund operation, custodian bank or asset manager with a focus on legal and financial regulatory reporting.</li><li>Focus on innovation – ability to identify and drive forward ways to improve and automate current processes</li><li>Understanding of risk frameworks and ability to craft and proactively lead processes ensuring a strong control environment</li><li>Ability to work with all levels of management and make high impact decisions quickly and accurately</li><li>Strong understanding of workflows and requirements of internal and external business partners and systems applications</li><li>Helping to define and understand the impact of initiatives on the production environment to anticipate and coordinate operational readiness</li><li>Excellent written and verbal communication and strong presentation capability</li></ul><h3><strong>The Team</strong></h3><p>In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand-new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity’s current and future success!</p><p><em>Please note: Fidelity will not provide immigration sponsorship for this position</em></p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Manager, Shareholder Reporting

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Do you have a strong understanding of regulatory and financial reporting requirements for SEC-registered investment companies? Are you interested in participating in the implementation of new regulatory reporting requirements? If so, this role is for you!</p><p>In this role, you will use analytical stills and attention to detail to deliver accurate and time-sensitive financial and regulatory reports and filings required for shareholders and regulators. You will also coach and mentor staff to achieve high-quality results and adhere to process controls to proactively mitigate risk. Your ability to work within a team and under pressure to meet deadlines will be critical to our success and in helping to support the service line’s overall mission to deliver high-quality and efficient financial reporting for Fidelity’s registered funds. </p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Bachelor’s degree or equivalent experience with 5+ years of financial services experience with a mutual fund operation, custodian bank or asset manager with a focus on legal and financial regulatory reporting</li><li>Understanding of risk frameworks and ability to design and lead processes ensuring a strong control environment</li><li>Focus on innovation – ability to identify and drive forward ways to improve and automate current processes</li><li>Working with all levels of management and make high impact decisions quickly and accurately</li><li>Use of workflows and requirements of internal and external business partners and systems applications</li><li>Helping to define and understand the impact of initiatives to the production environment to anticipate and coordinate operational readiness</li><li>Excellent written and verbal communication and strong presentation capability</li></ul><h3><strong>The Team</strong></h3><p>In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more meaningful than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand-new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity’s current and future success!</p><p>Note: Fidelity will not provide immigration sponsorship for this position </p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Sr. Manager, Shareholder Reporting

<h3>Job Description:</h3><p>The Role</p><p>As a<strong> Senior Manager, ETF Fund Operations</strong>, you will manage a team of analysts performing daily/monthly review of components of NAV (Net Asset Value), and ETF basket creation processes.</p><ul><li>Coordinates and manages departmental workflows</li><li>Participates in and executes strategy and initiatives set forth by senior leadership</li><li>Works to recommend changes to systems, processes, responsibilities, and reporting.</li><li>Coordinates testing of new technology prior to roll out into production and reports results to peers and managers</li><li>Provides technical leadership and act as a technical resource to group, as well as other areas of Fidelity</li><li>Monitors and assesses the department’s control environment; identifies potential issues and their impact on internal controls and drives a course of action to mitigate risk</li><li>Raises operational incidents to senior management and Risk team; manages resolution process</li><li>Leads and maintains relationships with business partners and expectations of service levels Strong understanding of accounting principles and regulations, financial markets, ETF industry, as well as knowledge of Mutual Funds.</li></ul><p>The Skills &amp; Expertise You Bring</p><ul><li>Bachelor degree preferred</li><li>5+ Years of experience industry experience, preferrable Mutual Fund &amp;/or ETF</li></ul><ul><li>Strong ETF and Accounting knowledge</li><li>Strong problem-solving skills</li><li>Prior people management experience</li><li>Focus on Innovation and driving change initiatives.</li></ul><ul><li>Strong capability to form relationships, provide clear direction, and build effective teams.</li><li>Interpersonal skills and an ability to work horizontally and vertically within the organizations.</li></ul><p><strong>The Team</strong></p><p>As part of Fidelity's Fund and Investment Operations (FFIO) business unit, the Fund Operations division provides accounting and pricing services to all Fidelity Retail and Institutional products, including books and records maintenance, securities' pricing, and NAV, yield, and distribution rate calculations. The Fund Accounting department performs the daily pricing and bookkeeping for retail funds and institutional funds within FFIO. Would you like to be a part of this innovative team?</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Senior Manager, ETF Fund Operations

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>We are looking for a manager that is passionate and motived to lead the work for the Fund of Funds (FoF) team. The FoF team works directly with Fidelity’s Investment Advisors and WI to process fund of funds trade instructions, collaborates with other FFIO business units, custodian banks and other Fidelity business partners to ensure fund of funds trades are processed accurately on all systems, trades are settled and cash is moved, maintain investment attributes on behalf of the front office and lead complex fund events. In this role, the Manager must be sensitive to business partner issues and constraints, as well as proactively work to identify operational improvement opportunities.</p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>B.S./B.A. finance/accounting/business administration</li><li>5+ years of financial services industry experience</li><li>Strong interpersonal skills and ability to collaborate with multiple teams</li><li>Ability to work in a deadline-oriented environment and handle multiple tasks and projects simultaneously within a tight timeframe</li><li>Strong attention to detail and experience in reviewing others work</li><li>Ability to lead daily work for the team and projects</li><li>Strong analytical skills, motivated and ability to take initiative</li><li>Ability to manage the escalation process properly and effectively communicate issues</li><li>Proficient with Microsoft excel and access</li><li>Strong process management and decision making skills</li></ul><p><strong>The Team</strong></p><p>The Fund of Funds (FoF) team is part of the Global Middle Office in Fidelity Fund and Investment Operations (FFIO) and delivers world-class Fund of Funds Cash Allocation and rebalancing services and supports our business partners needs of innovative solutions, speed to market on new products, and competitive advantage. Fidelity Fund and Investment Operations provides many services to the firm including trade processing, cash management, accounting, and pricing services. The Fund of Funds team is responsible for the daily processing of thousands of trades which is a key processing in establishing the accurate valuation of the funds’ daily Net Asset Values (NAVs). </p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Manager, Investment Operations

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Are you interested in leading both people and process on a developing operational team? Do you have a strong knowledge of financial reporting requirements for private partnerships following investment company GAAP? The Director, Alts Shareholder Reporting, Financial Statements Production role manages a team that delivers accurate, timely financial reports required for investors across a growing number of products with diverse structures, asset classes and investment strategies. The role will ensure Fidelity’s regulatory filings, including 34Act and 40Act public company and offshore reporting, are accurate, timely and adhere to GAAP and other relevant accounting standards. Your functional and technical area expertise will help you to lead and influence the team, resolve production issues, and implement process improvements aimed at increasing efficiency and quality. You will engage closely with the alternative accounting team and the products’ external auditors in overseeing the annual financials and audit cycle. </p><p>You will be part of a team dedicated to alternative products and focused on identifying short and long-term processes, controls, and technology solutions to support operational proficiency on new and evolving products. You will think and work across Fidelity partnering with the rest of the Fidelity Fund and Investment Operations (FFIO) organization and collaborate with business partners in Asset Management including relevant investment divisions, the Treasurer’s Office and Compliance, Risk &amp; Business Operations.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s degree or equivalent with 10+ years of financial services experience with a mutual fund operation, custodian bank or asset manager with a focus on financial reporting.</p></li><li><p>Proven track record of team building, people management skills (hiring, training, motivating, managing performance).</p></li><li><p>Advanced technical knowledge of alternative investment classes (e.g., direct loans, real estate, digital currency, fund-of-funds) as well as relevant accounting and reporting standards (US GAAP).</p></li><li><p>Working knowledge of risk frameworks and ability to design and oversee processes that ensure a strong control environment.</p></li><li><p>Ability to work with all levels of management and make high impact decisions quickly and accurately.</p></li></ul><ul><li><p>Strong understanding of workflows and requirements of internal and external business partners and system applications.</p></li><li><p>Innovation attitude – ability to identify and drive forward new ways to improve current processes.</p></li><li><p>Excellent written and verbal communications skills and strong presentation capability.</p></li><li><p>Proficiency in various PC software applications (e.g., MS Teams, Excel, Word, PowerPoint)</p></li><li><p>Advanced excel skills and experience developing light automation solutions for financial reporting preferred.</p></li><li><p> CPA or MBA preferred.</p></li></ul><p><strong>The Team</strong></p><p>In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity’s current and future success!</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Director, Alts Shareholder Reporting, Financial Statements Production

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Are you a hardworking and proactive analyst who thrives in a collaborative fast paced environment? If so, come continue to build your career with Fidelity Investments!</p><p>We are looking for a Senior Performance and Attribution Consultant, who will support multiple types of investment performance reporting and analytics including security selection, market selection, asset allocation, and risk for a broad range of Fidelity portfolios<strong><em>, </em></strong>with an emphasis on Fixed Income portfolios<strong><em>.</em></strong> You will be responsible for responding to inquiries from the investment staff and senior leaders about performance and attribution results and will collaborate with index, accounting, and advisor analytics data teams for performance and attribution data needs. </p><p>Acting as a performance and attribution subject matter specialist, you will participate in new product development initiatives with advisors and the investment product groups to ensure performance and attribution requirements are met when new strategies come to market. You will facilitate discussions with the technology team and other business partners to define business requirements for each product launch or fund structure change and ensure investment strategies are accurately handled within the Performance and Attribution System. This role is also responsible for the performance and attribution calculations across the various asset classes as well as interacting with and educating the investment staff, their support staff, and senior leadership on performance and attribution reporting across all asset classes. </p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>Bachelor’s degree accounting, finance, math science, engineering, quantitative, with 5-7+ years of experience; fund accounting or performance related environment preferred but not required.</li><li>CFA or CIPM or progress towards one is strongly preferred</li><li>Experience with attribution analysis, performance measurement calculations, and attribution calculations </li><li>Knowledge of equity markets<em>, </em>bond markets<em>,</em> ETFs, derivatives, asset allocation, and portfolio construction</li><li>Strong knowledge of third-party data (Morningstar, Lipper, etc.)</li><li>Strong Microsoft office skills required (Excel, Word, PowerPoint)</li><li>Familiarity with applications programming languages including SQL, Python, R</li><li>Experience in defining business requirements to support technical specifications.</li><li>Attention to detail and ability to excel in a fast-paced environment.</li><li>Experience in market knowledge and skill with investment performance computations.</li><li>Ability to problem solve complex data issues and effectively communicate to internal clients</li><li>Use of sound judgment to recognize and resolve systematic issues relating to reporting cycles </li><li>Collaborative approach to problem solving and ability to manage expectations of high-profile clients </li><li>Ability to collaborate with team members, lead team discussions, and present process improvement ideas</li><li>Delivering accurate and timely reporting on investment performance and attribution to all of Fidelity’s advisors.</li><li>Compiling, analyzing, and validating attribution results that are distributed across the organization and externally</li><li>Analyzing and interpreting portfolio performance and identifying the factors impacting performance such as industry, market cap, security selection, or other market factors</li><li>Creating customized analyses for response to ad hoc inquiries from portfolio managers and senior leaders</li><li>Supporting and taking ownership of performance and attribution data quality and integrity</li><li>Representing the group at Fidelity wide system initiatives and analyzing the potential impacts</li><li>Managing relationships with the department’s client groups and business partners</li><li>Acting as a 'go to' leader for other analysts on the team</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position.</strong></p><p><strong>The Team</strong></p><p>The Performance, Attribution, and Product Disclosure team responds to investment staff inquiries and supports their information needs with respect to portfolio performance, attribution, and risk measurement. The group is responsible for monitoring portfolio, index, and third-party data and validation of portfolio level performance and attribution results. Analysts review fund and holdings level activity to then compile, research, and validate performance and attribution results. This ensures quality of performance and attribution results for internal clients and downstream deliverables. The team produces daily, periodic (Monthly/Quarterly/Annually), and ad hoc performance and attribution reports that decompose portfolio returns on an absolute and relative basis. These results are used in marketing material, board reporting, public reporting, and portfolio management. The team provides ad hoc performance and attribution analysis to the investment staff and senior leaders.</p><p><strong>Company Overview </strong></p><p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> 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.</p><p><strong>Join Us</strong></p><p>At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.</p><p><a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity’s hybrid working model</a> 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.</p><p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.</p><p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p><p>Fidelity Investments is an equal opportunity employer. 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.</p><p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

14 Procurement / Operations Jobs in New Hampshire