Senior Manager, Shareholder Reporting & Automation

Fidelity Investments Inc.; Roanoke (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Fidelity Investments Inc. in the United States seeks a Senior Manager, Shareholder Reporting to oversee regulatory reports for SEC-registered funds, delivering accurate filings on tight timelines.

You will mentor staff, drive process controls, and partner with data, audit, legal and systems teams to streamline workflows and mitigate risk. The team works within Fidelity’s Fund and Investment Operations, with onsite work included as part of a phased rollout; this role emphasizes accuracy,

Qualifications

• 5+ years in financial services with mutual fund or asset manager focus.
• Strong understanding of risk frameworks and internal controls.
• Experience with regulatory reporting for SEC-registered funds.
• Ability to lead, coach, and mentor staff.
• Excellent written and verbal communication and presentation skills.

Responsibilities

• Lead a team to deliver time-sensitive regulatory documents.
• Identify automation opportunities to streamline reporting.
• Collaborate with data, audit, legal, and systems teams.
• Maintain strong control environment and risk mitigation.

Skills

Regulatory reporting

Process automation

Team leadership

Risk management

Regulatory knowledge

Stakeholder communication

Education

Bachelor's degree or equivalent

Job description

Fidelity Investments Inc. in the United States seeks a Senior Manager, Shareholder Reporting to oversee regulatory reports for SEC-registered funds, delivering accurate filings on tight timelines.

You will mentor staff, drive process controls, and partner with data, audit, legal and systems teams to streamline workflows and mitigate risk. The team works within Fidelity’s Fund and Investment Operations, with onsite work included as part of a phased rollout; this role emphasizes accuracy,