Alt Investments Reporting Manager – Shareholder

Fidelity Investments Inc.; Merrimack (NH); Presencial; USD 120.000 - 160.000; Jornada completa

Descripción de la vacante

Fidelity Investments Inc. is seeking a Manager, Alternative Investments Shareholder Reporting in Merrimack, NH (and Westlake, TX) to oversee the preparation and auditing of financial statements for alternative investment products, including BDCs, REITs, and LPs.

The role focuses on regulatory alignment, internal standards, and scalable reporting processes. The team supports Fidelity Fund and Investment Operations, delivering financial statements and fund documents to clients and the SEC, while

Formación

• Bachelor’s degree expected.
• 5 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).

Responsabilidades

• Prepare the production of financial reports to ensure accuracy and regulatory compliance.
• Support or lead operational efficiencies to scale and automate processes for a growing product line.
• Interact with various groups within Fidelity and represent the business to customers and partners.

Conocimientos

Financial reporting

Alternative assets knowledge

Collaboration

Data analysis

Microsoft Office

Educación

Bachelor's degree

Herramientas

Tableau

Microsoft Office

Descripción del empleo

Fidelity Investments Inc. is seeking a Manager, Alternative Investments Shareholder Reporting in Merrimack, NH (and Westlake, TX) to oversee the preparation and auditing of financial statements for alternative investment products, including BDCs, REITs, and LPs.

The role focuses on regulatory alignment, internal standards, and scalable reporting processes. The team supports Fidelity Fund and Investment Operations, delivering financial statements and fund documents to clients and the SEC, while