Manager, Shareholder Reporting

Responsibilities: Review financial reports for accuracy and regulatory compliance Coach and mentor staff to achieve quality results and adhere to controls Develop scalable operational processes and support risk mitigation Assist in preparation and review of regulatory documents using Fidelity systems Identify, analyze, and communicate potential risks and guidance across policies Adapt reporting to cross-product lines with varying requirements Collaborate with team and external partners; communicate solutions effectively Proactively grow product knowledge and skills

Key requirements: Bachelor’s degree or minimum 6 years of experience in asset management, audit, or custody Prior experience with regulatory and/or financial reporting preferred General knowledge of investments, mutual funds, and related regulations Self-starter, able to manage multiple projects without supervision Strong collaboration across service lines and business partners Strong analytical, written and verbal communication, and time management skills Strong computer skills including Microsoft Office collaboration strong written and verbal communication self-motivation time management Microsoft Office applications regulatory and financial reporting awareness