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Shareholder Reporting Data Team Analyst
Shareholder Reporting Data Team Analyst-May 2024
Merrimack
May 4, 2025
About Shareholder Reporting Data Team Analyst

  Job Description:

  The Role

  The Shareholder Reporting Business Analyst combines knowledge of accounting and reporting matters with technical capability and superb interpersonal skills to elicit, define, and document systems requirements to the development team. The Shareholder Reporting Analyst is a liaison for the Shareholder Reporting business team to the systems groups. This role also includes general application support and issue documentation. Your ability to work within a team and under pressure to meet deadlines will be essential to success in your role and in helping to support the service line's overall mission to achieve new efficiencies through process engineering and operational excellence.

  The Expertise and Skills You Bring

  Bachelor's Degree in accounting, finance, business, business analysis, CIS or the equivalent and 2+ years prior experience in the mutual fund industryPrevious financial reporting or regulatory experience preferred.Project experience required (active participation)Your ability to work concurrently on a variety of opposing priorities, while remaining flexible to a constantly evolving regulatory environment.Your strong verbal and written communication skillsYour experience in translating business requirements to technical resources in support of helping develop business solutions that reduce risk, increase business efficiency, and minimize impact.Your knowledge of and experience with tools and techniques for crafting, handling and evaluating business acceptance tests for end-to-end operational processes and end-users of solutions.Your experience with activities, tasks, and practices for assessing and detailing business opportunities, benefits, risks, and success factors of potential solutions.Your knowledge of and shown ability to implement the strategies and techniques used to ensure that customer needs are addressed in solution design that result in a positive experience with the organization and its products and services at every touch point.Your ability to analyze business systems and/or business processes to identify user needs, document requirements, and address operation/process issues/improvements to accomplish business objectives.Your extensive understanding of MS Office.Your experience with database query tools, such as Microsoft Access, SQL, or Oracle, are preferred.Experience with Confluence's Unity financial reporting software is a plus.Experience with SunGard's InvestOne accounting software and related reporting tools are a plus.

  The Team

  Shareholder Reporting within Fidelity Fund and Investment Operations (FFIO), offers outstanding operational service to both Fidelity's business partners and shareholders. The group's main responsibility is performing qualitative reviews of regulatory reports on assigned U.S. Canadian, or offshore domiciled Fidelity funds to ensure accuracy and adherence to appropriate regulatory guidelines.

  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.

  At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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