2075500-1
The Role
You are a professional who possesses strong organizational and communication skills with the ability to embrace and adapt to an ever-changing regulatory and operations environment. In the role of Associate Analyst III, you will depend on your analytical skills and attention to detail to ensure the accuracy and completeness of your assigned documents and filings. Your ability to work as a team player and to work under pressure to meet deadlines will be critical to success in your role and in helping to support the department’s overall mission of ensuring the accuracy and timeliness of regulatory reporting documents in support of Fidelity’s multiple product lines.
As a Associate Analyst III, you will prepare registration statements and other reporting requirements for Fidelity’s U.S. 1940 Act products and certain institutional products. Your understanding of mutual fund operations will enhance your ability to adapt quickly to the role. You will work within a team of other preparers and reviewers who you will collaborate with on assignments. You will adhere to production deadlines for your products and will also work with internal and external business partners to research and resolve issues. You will work on multiple assignments each reporting cycle and effectively prioritize tasks to ensure work is completed on schedule.
- Adapt to working across various document types to support Fidelity’s different product lines with different reporting requirements.
- Prepare 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 department policies, procedures, and disclosure requirements.
- Demonstrate a proactive approach to growing your skills and building your product knowledge.
- Collaborate well within the team and with external business partners through strong verbal and written communication.
The Expertise And Skills You Bring
- B/S or B/A (Finance or business equivalent field preferred).
- Strong MS Excel skills.
- Ability to manage and prioritize multiple assignments
- Strong computer and application skills, including Microsoft Office applications.
- Self-starter with ability to work under pressure to meet deadlines
- General knowledge of investments and the mutual fund industry and regulations
- Ability to maintain flexibility in a fast-paced work environment with evolving priorities.
- Ability to effectively collaborate and work as a team player
- Prior experience with regulatory and/or financial reporting preferred.
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.
Please see below for the salary range for work locations in Colorado only:
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Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:
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Please see below for the salary range for work locations in California only:
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Please see below for the salary range for work locations in Washington only:
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Certifications
Company Overview
Fidelity Investments is a privately held company with a mission
to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.
We invite you to
Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.
