Fidelity Investments · 1 day ago
Analyst, Alternative Investment Shareholder Reporting
Merrimack, NH
Full-time
Hybrid
Mid Level
3+ years expFidelity Investments is seeking an Analyst for their Alternative Investment Shareholder Reporting team. The role involves preparing financial reports and ensuring compliance with regulatory requirements for alternative investment products, while also leading operational efficiencies to enhance processes.
FinanceWellnessAsset ManagementFinancial ServicesRetirementWealth Management
No H1B
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
Qualification
Required
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)
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
Responsible Investor
2026-02-11
2026-02-10
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