Senior Alt Investments Shareholder Reporting Lead

Fidelity; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

Fidelity is seeking a financial reporting professional to prepare and audit statements for alternative investment products, including BDCs, REITs, and ETPs. You will ensure accuracy, regulatory compliance, and alignment with internal standards.

The role requires collaboration across multiple teams and the ability to drive process improvements and automation to support a growing product line.

Qualifications

• Experience preparing financial statements for alternative investment products.
• Experience with 10-K and 10-Q filings for BDCs, ETPs or REITs.
• Ability to collaborate with staff at all levels and business partners.
• Strong MS Office skills; data analysis tools familiarity.

Responsibilities

• Prepare financial reports to ensure accuracy and regulatory compliance.
• Audit and review statements for alt investment products (BDC/REIT/ETP).
• Collaborate across groups to improve systems, processes and reporting.

Skills

Financial reporting

Tableau

Microsoft Office

Education

Bachelor's degree

Tools

Tableau

Excel

Job description

Fidelity is seeking a financial reporting professional to prepare and audit statements for alternative investment products, including BDCs, REITs, and ETPs. You will ensure accuracy, regulatory compliance, and alignment with internal standards.

The role requires collaboration across multiple teams and the ability to drive process improvements and automation to support a growing product line.