Director, Alternatives Shareholder Reporting

Job Description:

NOTE: Fidelity will not provide sponsorship for this position.

The Role

We are seeking a Director of Alternative Investments and Regulatory Reporting to play a key role in ensuring the organization remains well-positioned amidst evolving investment products and regulatory requirements.

This position operates at the intersection of technical accounting, regulatory interpretation, and business execution, and is responsible for evaluating the impact of emerging investment products—such as alternative investments, derivatives, and digital assets—as well as new and evolving regulations on shareholder reporting.

The successful candidate will translate complex regulatory and product developments into practical, scalable reporting solutions, ensuring both compliance and operational efficiency. This role requires a forward-looking perspective, strong analytical capabilities, and the ability to collaborate effectively across functions.

This is an excellent opportunity for an experienced professional to apply deep subject matter expertise in a strategic, high-impact capacity, contributing to the ongoing development and modernization of reporting practices within the organization.

• Analyzing new regulatory requirements, accounting guidance, and emerging investment products to determine accounting and reporting impacts.
• Converting technical concepts into clear, actionable insights for reporting, business functions, and decision-makers.
• Collaborating with production, operations, and leadership teams to evaluate impacts and outline feasible implementation strategies.
• Leading cross-functional discussions and driving alignment on complex or ambiguous topics.
• Communicating key implications, risks, and recommendations to senior management and collaborators.
• Developing scalable documentation, frameworks, and mentorship to support consistent execution.
• Supporting and leading training efforts to build organizational knowledge in complex and evolving areas.
• Functioning as a subject matter resource, supporting the organization’s responses to continuous industry and regulatory shifts.

The Expertise and Skills You Bring

You bring a wealth of experience and knowledge to this role! With over 8 years in financial services, including investment management accounting/reporting or operations, or audit/advisory experience, you have a proven track record. Your strong understanding of investment company reporting, U.S. GAAP, and regulatory frameworks positions you to excel. CPA preferred. Your analytical skills, attention to detail, and ability to prioritize and navigate ambiguity make you outstanding. You communicate complex topics effectively, influencing collaborators across all levels.

The Team

We are a world-class team dedicated to delivering shareholder reporting solutions within Fidelity's Fidelity Fund and Investment Operations (FFIO) organization. Our Research and Disclosure (R and D) team supports Shareholder Reporting by growing capabilities and ensuring operational readiness for new products and requirements. We closely collaborate with various groups inside Fidelity and represent the business effectively to customers and business partners. We are committed to building an enduring culture of inclusion and belonging that will attract, develop, and retain a diverse workforce.

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Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

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.

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