CFO leading financial operations in a multi - site manufacturing organization with $100M+ revenue. Driving growth, profitability, and strategic initiatives amidst 50% travel requirement.
SF
Hybrid Analyst, Alternative Investment Shareholder Reporting
Posted last month
About the role
- Analyst preparing financial reports ensuring accuracy and compliance for Fidelity’s Investment Products. Collaborating with various groups to enhance financial reporting efficiencies.
Responsibilities
- Prepare the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards
- Participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures
- Interact with many groups within the Fidelity organization and effectively represent the business to customers and business partners
Requirements
- Bachelor’s degree expected
- 3+ years of financial services experience with an asset manager, audit firm or custodian bank, preferably in accounting operations or administration for alt investment products
- Accounting and operational knowledge for alternative asset classes (e.g., commodities, real estate, private debt, private equity, distressed securities, derivatives, cryptocurrencies)
- Experience preparing financial statements and related content for 10-K and 10-Q filings for products structured as BDCs, ETPs or REITs
- Ability to effectively collaborate with all levels of staff and business partners to recommend changes to systems, processes, responsibilities, reporting, etc.
- Strong computer and application skills, including Microsoft Office applications
- Familiarity with data analysis and visualization tools (e.g., Tableau)
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
Consultant in Financial Transformation supporting major clients in Banking and Insurance. Engaging in projects to enhance Financial performance and processes over various phases.
Director of Financial Management at Capital One Travel overseeing FP&A team and business analytics. Generating insights and supporting senior leaders with strategic financial planning.
Lead System Operations Specialist ensuring the 24x7 operation of distributed payment systems for the Federal Reserve. Responsible for large - scale clearinghouse and transaction processing.
Financial Solutions Advisor providing personalized financial solutions to clients and helping achieve their financial goals at Bank of America. Responsible for building financial plans and recommending brokerage products.
Credit Advisor developing and managing custom credit relationships for strategic wealth clients. Leading credit delivery process and collaborating with Advisors and underwriting teams to meet client needs.
Financial Solutions Advisor at Bank of America providing customized financial advice. Helping clients achieve their financial goals through tailored solutions and comprehensive planning.
Senior Wealth Advisor building and deepening client relationships while managing financial portfolios for Baldwin Group. Delivering comprehensive financial planning utilizing integrated advice platform.
Senior Associate advising global insurers and commercial clients on complex coverage issues and high - value disputes. Advocacy in insurance, reinsurance, and commercial sectors with a collaborative team.
Director of IT Procurement leading sourcing and procurement strategies for IT goods at Emory University. Optimizing technology spend and ensuring contract compliance while supporting academic needs.