Associate, Client Reporting

Fidelity; United States; On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity is seeking a Client Reporting Associate to deliver institutional client reports, drive automation, and improve data-driven processes. You will work with FIAM teams to manage monthly, quarterly, and ad hoc deliverables, focusing on accuracy and scalability.

Strong SQL and data visualization skills (Power BI, Tableau) and familiarity with SimCorp C1 help ensure data integrity. This role emphasizes collaboration, problem solving, and continuous improvement in a fast-paced environment.

Qualifications

• Bachelor's degree or 2 years of relevant experience.
• Familiarity with SQL and data visualization tools like Power BI and Tableau is beneficial.
• Exposure to SimCorp C1 is preferred.

Responsibilities

• Produce and deliver monthly, quarterly, and ad hoc client reports for institutional clients.
• Ensure all deliverables meet high standards for accuracy and timeliness.
• Support both standard and customized reporting across diverse client structures.
• Partner with Technology and Product teams to ensure data integrity and content accuracy.
• Leverage SQL, Power BI, Tableau, and SimCorp C1 to support reporting processes and data validation.
• Develop dashboard-based and automated reporting solutions.

Skills

SQL

Data visualization

Education

Bachelor's degree or 2 years of relevant experience

Tools

Power BI

Tableau

SimCorp C1

Job description

Job Description:

NOTE: Fidelity will not provide sponsorship for this position.

The Role

The Client Reporting Associate is a highly visible role at the center of delivering exceptional institutional client reporting across Fidelity Institutional Asset Management (FIAM) and shaping how we move forward as a team. This is an opportunity to go beyond traditional reporting by driving automation, leveraging data, and continuously improving how we deliver for our clients.

In this role, we take ownership of end-to-end client reporting across monthly, quarterly, annual, and ad hoc deliverables while working across teams like Client Services, Product, Technology, Performance, and Compliance. We will navigate complex data, solve problems, and help build more efficient and scalable solutions. We are looking for someone who thrives in a fast-paced environment, brings strong attention to detail, embraces innovation, and shows up every day with a positive, team first mindset.

Primary Responsibilities

• Produce and deliver monthly, quarterly, annual, and ad hoc client reports for institutional clients and consultants
• Ensure all deliverables meet high standards for accuracy, consistency, and timeliness
• Support both standard and customized reporting solutions across diverse client and account structures
• Partner with Technology and Product teams to ensure data integrity and content accuracy across reporting outputs
• Leverage tools such as SQL, Power BI, Tableau, and SimCorp C1 to support reporting processes and data validation
• Contribute to the development of dashboard-based and automated reporting solutions
• Identify and implement opportunities to streamline workflows, reduce manual processes, and improve scalability
• Support the transition from static, manual reporting to automated and digital delivery channels
• Track recurring issues and partner with stakeholders to drive root cause resolution and long-term efficiency gains
• Collaborate with Client Services to understand client needs, account structures, and reporting requirements
• Partner with Product and Marketing teams to support new product launches and evolving reporting content
• Engage stakeholders to define reporting objectives, enhancements, and standardization efforts
• Configure and maintain reporting setups in SimCorp C1 or other reporting tools
• Support layout design and report structure development to ensure clarity and consistency across deliverables
• Participate in initiatives aimed at standardizing report formats and improving client experience

The Expertise and Skills You Bring

Your background in client reporting or data analysis, combined with a strong attention to detail and dedication to quality, will be crucial for this role. You should have a bachelor's degree or 2 years of relevant experience. Familiarity with SQL and data visualization tools like Power BI and Tableau will be beneficial. Exposure to reporting platforms such as SimCorp C1 is preferred. Your ability to analyze, interpret, and validate large datasets, alongside strong communication and collaboration skills, will ensure success in this fast-paced environment. A proactive approach is essential for continuous improvement.

The Team

The Institutional Client Reporting team is part of the Investment Marketing Services group, a division of FI and Asset Management Marketing. Our team plays an important role in supporting Fidelity Institutional (FI) by managing the automation and production of reports for our institutional clients. Our team regularly interacts with marketing product owners, multiple analyst groups, portfolio management support teams, and our technology team. The objective of our work is to support institutional asset retention by producing timely and accurate client reports while maintaining consistency of data across the collateral. We are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.

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: Marketing Please 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.