Analyst, Shareholder Reporting

Soteria Reinsurance Ltd.; Texas; On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments in Westlake, TX is seeking a Shareholder Reporting Analyst to ensure the accuracy of regulatory documents and filings. You will work to standardize processes, configure workflows, and test Fidelity applications, supporting a fast-paced regulatory environment.

You will prepare documents, assist in filings, and collaborate with stakeholders across service lines to implement compliant solutions and drive operational excellence.

Qualifications

• Bachelor's degree or minimum 3 years of equivalent experience.
• A minimum of 3 years of experience in the financial services industry is preferred.
• Prior experience with regulatory and/or financial reporting preferred.
• Bachelor's Degree expected.
• General knowledge of investments, accounting, the mutual fund industry and regulations.
• Self-starter who is assertive, independent and can work without close supervision on multiple concurrent projects.
• Ability to collaborate across varying service lines and business partners.
• Strong analytical skills with the ability to understand complex requirements and translate them into pragmatic application.
• Strong computer and application skills, including Microsoft Office applications.
• Delivering flawless, scalable operational processes.
• Assist in preparation of documents and filings effectively and efficiently using various Fidelity systems and process validations.

Responsibilities

• Assist in preparation of documents and filings effectively and efficiently using Fidelity systems.
• Configure a workflow, support and test various Fidelity applications, and explore alternative solutions.
• Collaborate across service lines and with external partners to implement compliant solutions.
• Communicate with stakeholders to ensure appropriate solutions are implemented.

Skills

Analytical skills

Regulatory knowledge

Financial services experience

Strong communication

MS Office

Independent worker

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Analyst, Shareholder Reporting### Analyst, Shareholder ReportingApply: Westlake, TX: Full time: Posted Today: 2136100**Fidelity will not provide immigration sponsorship for this position.**## ## Job Description:**The Role**You are 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. In the role of Shareholder Reporting Analyst, you will depend on your analytical skills and attention to detail to ensure the accuracy and completeness of your assigned documents and filings. Additionally, you will be part of a working team to standardize and deliver a refined process, configure a workflow, support and test various applications, and explore alternative and innovative product solutions. Your ability to work within a team and under pressure to meet deadlines will be critical to success in your role and in helping to support the service line’s overall mission to achieve new efficiencies through process engineering and operational excellence.The **Expertise** & Skills You Bring* Bachelor’s degree or a minimum of 3 years of equivalent experience.* A minimum of 3 years of experience in the financial services industry is preferred.* Prior experience with regulatory and/or financial reporting preferred.* Bachelor’s Degree expected* General knowledge of investments, accounting, the mutual fund industry and regulations* A self-starter who is assertive, independent and can work without close supervision on multiple concurrent projects* Ability to effectively collaborate across varying service lines and business partners* You have strong analytical skills with the ability to understand complex requirements and translate them into pragmatic application.* Strong computer and application skills, including Microsoft Office applications.* Delivering flawless, scalable operational processes* Assist in preparation of documents and filings effectively and efficiently using various Fidelity systems and process validations. This includes the ability to identify, analyze and escalate potential risks using knowledge of accounting, department policies, procedures and disclosure requirements.* Adapt to working across various document types to support Fidelity’s different product lines (e.g. 1940 Act, Canadian, CITs, non-registered) with different reporting requirements.* Collaborate well within the team and with external business partners through strong verbal and written communication.* Communicate with stakeholders to ensure the appropriate solutions are implemented* Demonstrate a proactive approach to growing your skills and building your product knowledge. **The Team**Shareholder Reporting team is responsible for creating and filing Fidelity Fund regulatory documents. We work closely with the Treasurer’s office, the Legal Department, Product Development and Governance to ensure accurate and timely reporting requirements.Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.## ## Certifications:## ## Category:## Investment OperationsPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.