Associate Analyst, Shareholder Reporting

Job Description:

The Role

If you have strong analytical, organizational, and communication skills and are a diligent professional, this role may suit you well. You should thrive in a dynamic regulatory and operational environment. As an Associate Analyst, Shareholder Reporting you will apply your analytical capabilities and precision to ensure the accuracy and completeness of assigned documents and regulatory filings. You will contribute to team efforts by building and optimizing workflows and improving processes. You will support and test key applications and find innovative solutions to enhance the reporting ecosystem. Success in this role requires collaborating effectively, managing multiple priorities, and meeting deadlines in a fast‑paced environment—helping drive operational perfection across the service line.

The Expertise and Skills You Bring

• Bachelor’s degree and a minimum of 3 years of financial services experience; prior regulatory and/or financial reporting experience preferred
• Broad understanding of investments, accounting principles, mutual fund industry practices, and regulatory requirements
• A self‑starter mindset—assertive, independent, and capable of working with limited direct supervision across multiple concurrent initiatives
• Strong collaboration skills and the ability to partner effectively across business divisions and team members
• Advanced analytical abilities, including interpreting complex requirements and translating them into clear, practical solutions
• Proficiency with Microsoft Office and related applications

• Note: Fidelity will not provide immigration sponsorship for this position

The Team

The Shareholder Reporting team is committed to delivering SMART, SIMPLE, and SCALABLE reporting solutions while developing and empowering our talent. As the largest service line within Fidelity Fund and Investment Operations (FFIO), we are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents—and ensuring timely and accurate SEC filings. Our work is evolving rapidly as we integrate new product offerings, respond to changing regulations, and adopt a next‑generation technology platform that will transform how we operate. This is an exciting opportunity to gain deep knowledge, expand your capabilities, and play a meaningful role in advancing Fidelity’s present and future success.

Certifications:

Category:

Investment Operations

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.