The Role
As a Director, Shareholder Reporting, you will be responsible for assessing how new and changing requirements affect the regulatory reports and filings produced by the Shareholder Reporting Team. Primary areas for evaluation will include complex instruments (e.g., derivatives, short securities, alternative and digital assets) and emerging regulatory changes (e.g., new SEC rules, US GAAP accounting and reporting updates). You will assemble critical information and coordinate comprehensive analyses for production team leads to interpret impacts.
Get up-to-speed quickly on a variety of critical new requirements ranging from complex instruments to regulations and authoritative guidance. Create requirement summaries to inform the broader Shareholder Reporting staff and to highlight impacted products and deliverables. Facilitate meetings and collaborate with internal team leaders to capture operational demands of new requirements across the Shareholder Reporting production teams. Summarize and communicate impacts of new requirements to Senior Management and key business partners. Coordinate and maintain documentation for ongoing reference and to support implementation of new and changed processes. Coordinate and deliver training that improves Shareholder Reporting staff’s conceptual understanding of new and changing requirements. Demonstrate an initiative-taking approach to growing your knowledge and supporting Shareholder Reporting’s readiness for new and changing requirements impacting our business.The Expertise and Skills You Bring
Bachelor’s Degree or equivalent experience 8+ years of experience preferred including financial services experience with an asset manager, audit firm or custodian bank, preferably in administration for investment funds. Familiarity with regulatory reports and filings for investment companies including their operational support processes. Investment product knowledge including investment structures and their regulatory and compliance frameworks. Research skills including the ability to capture information about a topic, review that information and analyze and interpret the details in a way to support a solution. Excellent organizational skills and attention to detail, with an ability to manage multiple, concurrent high priority assignments and deadlines. Strong written and verbal communications skills. You will be able to absorb complex information and present it in a clear, digestible way to multiple audiences. Proficiency in various PC software applications including Microsoft Excel, Word, and PowerPoint. Power BI preferred.The Team
In Shareholder Reporting, we are on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team, Requirements & Standards (R&S), is part of the Fidelity Fund and Investment Operations (FFIO) organization and supports Shareholder Reporting as a central service team passionate about intaking new work to help expand Shareholder Reporting’s capabilities and to accelerate operational readiness for new products and requirements. The team interacts with many groups within the Fidelity organization and effectively represents the business to customers and business partners.
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