Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Manager, Shareholder Reporting

Fidelity Investments

Fidelity will not provide immigration sponsorship for this position.Job Description:NOTE: Fidelity will not provide sponsorship for this position.The RoleDo you have a solid understanding of regulatory reporting requirements for SEC-registered investment companies? Would you be interested in participating in the implementation of new regulatory reporting requirements and improving processes by streamlining and introducing automation? If this sounds like you, this job is for you!In this role, you will leverage your analytical stills and attention to detail to deliver accurate and time-sensitive regulatory reports and filings required for shareholders and regulators. You will also coach and mentor staff to achieve high-quality results and adhere to process controls to proactively mitigate risk. Your ability to work within a team and under pressure to meet deadlines will be essential to our success and in helping to support the service line’s overall mission to deliver high-quality and efficient shareholder reporting solutions for Fidelity’s registered funds. The Expertise and Skills You BringBachelor’s degree or equivalent, with 5 years of experience in financial services—preferably within mutual fund operations, a custodian bank, or an asset manager—with a focus on financial regulatory reporting or accounting. Experience with alternative investments is a plus.Strong understanding of SEC regulatory reporting requirements, including Form N-PORT, Form N-MFP, and Form N-CEN (preferred)Strong analytical skills, with the ability to apply critical thinking to interpret and manage large, complex data sets.Deep understanding of risk frameworks, with the ability to design and lead processes that ensure a robust control environment.Innovation-focused mindset, with a proven ability to identify opportunities for process improvement and automation.Effective communicator and influencer, capable of working across all levels of management to drive high-impact decisions quickly and accurately.Comprehensive understanding of workflows and requirements of internal and external business partners, as well as related systems and applications.Experience in assessing operational impacts of initiatives, with the ability to anticipate and coordinate operational readiness.Excellent written and verbal communication skills, with strong presentation capabilities and attention to detail.The TeamOur team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and filing regulatory reports with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of developing reporting solutions for Fidelity’s new investment products, including alternative investments, while incorporating new and changing regulations and implementing a brand new technology platform that will transform the way we work. We offer ample opportunities to develop key knowledge, experience, and capabilities that will continue to contribute to Fidelity’s current and future success!Fidelity’s Onsite Working ModelFidelity 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.Certifications:Category:Business AnalysisPlease 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.SummaryLocation: Westlake, TXType: Full time

Vacancy posted 18 hours ago
Similar jobs that could be interesting for youBased on the Senior Manager, Shareholder Reporting in Westlake, OH vacancy
  •  ...collaborating with Archer to connect them with exceptional tech professionals for this role. Job Description Senior Manager, Digital Assets Shareholder Reporting The Role Are you interested in joining a collaborative, operations-focused team? Do you have strong... 
    Senior
    Work at office

    hackajob

    Westlake, OH
    2 days ago
  •  ...immigration sponsorship for this position.Job Description:The RoleAs a Senior Manager within the Alternative Accounting team, you will lead a team...  ..., oversight, problem resolution, training, analysis, and reporting as required across a variety of group... 
    Senior
    Full time

    Fidelity Investments

    Westlake, OH
    4 days ago
  • $70k - $85k

    Join Our Team in Westlake, OH We are very excited about our growth opportunities and are seeking highly motivated individuals in Westlake, OH with a commitment to client service to join our team! Why You Should Consider Corrigan Krause We are committed to hiring...
    Senior
    Internship
    Local area

    Corrigan Krause CPAs

    Westlake, OH
    2 days ago
  • $160.5k - $298.1k

     ...information. JOB DESCRIPTION Position Title: Senior Director, Financial Planning and Analysis Reports To: CFO, Americas Position Summary Serve as...  ...various monthly presentation packages for management reviews. Responsible for monitoring financial... 
    Senior
    Local area
    Worldwide

    Knorr-Bremse Group

    Avon, OH
    2 days ago
  • $75k - $105k

    # Senior Tax Preparer## Westlake,Ohio$75,000-105,000/YearDirect HireHybrid**Senior Tax Preparer****Avon, OH (hybrid)****85,000-105,000*...  ...contribute meaningfully to a growing firm. The Senior Preparer will manage complex 1040 returns, provide proactive tax planning, and mentor... 
    Senior
    Work at office
    Local area

    Hirecruiting

    Westlake, OH
    4 days ago
  •  ...will work closely with the management team, directly supervise one...  ...become an integral member of the senior leadership team. This...  ...recurring order entry and sales reports. \n Support Sales and...  ...trusted financial partner to shareholders and the senior leadership team... 

    CBIZ Talent Solutions

    Westlake, OH
    24 days ago
  • Diaconia is seeking a Senior Acquisition Manager to lead DoD acquisition activities and drive program analyses for improved efficiency and compliance. The role requires deep DoD knowledge, robust data analysis, and collaboration with USG partners. The incumbent will develop... 
    Senior

    Diaconia

    North Olmsted, OH
    2 days ago
  •  ...Senior Accountant Department: Accounting/Finance Reports To: Controller Employment Type: Full-Time Work Arrangement: Hybrid About the Role We are...  ...analytical/problem-solving skills • Ability to manage multiple deadlines with accuracy under pressure, with... 
    Senior
    Full time
    Temporary work
    Flexible hours

    C2P Enterprises LLC

    Westlake, OH
    3 days ago
  • $70k - $90k

     ...Tax Senior Associate Tax Advisory | Career Growth | Client Relationships | Hybrid Flexibility Compensation: $70,000–$90,000 Base + Performance...  ...career development Clear path toward Tax Supervisor and Tax Manager Exposure to tax planning and advisory engagements Significant... 
    Senior
    Internship
    Work at office
    Local area

    Wertz & Associates

    Westlake, OH
    1 day ago
  •  ...join our growing team in a role focused on accounting and assurance services. The position entails assisting clients with financial reporting, audits, and accounting system analysis within a collaborative, client-focused environment. The ideal candidate has a Bachelor’s... 
    Senior
    Flexible hours

    Corrigan Krause

    Westlake, OH
    3 days ago
  • $75k - $95k

     ...Job Description Job Description Tax Senior Associate Tax Advisory | Client Relationships | Career Growth | Hybrid Flexibility Compensation...  ...flexibility ~ Clear advancement path toward Supervisor and Manager roles ~ Direct exposure to firm leadership and mentorship ~... 
    Senior
    Local area

    Wertz & Associates

    Westlake, OH
    18 days ago
  • We are looking for a Transmission Line Engineer to support our Transmission Line Team within our Power Group. In this role, you will design overhead transmission projects from concept through construction, playing a key role in shaping the infrastructure that powers ...
    Senior

    isginc

    North Olmsted, OH
    1 day ago
  •  ...supplier development and ensure quality standards are met. The role requires coordinating quality planning, root cause analyses, and CAPA activities while supporting complaint management and risk assessments. Some travel to supplier sites is expected. #J-18808-Ljbffr... 
    Senior

    Knorr Brake

    Avon, OH
    2 days ago
  • Right at Home Cleveland West is seeking a Direct Support Professional to deliver compassionate in-home care for seniors and adults in their own homes. You will assist with ADLs, meal prep, light housekeeping, and medication reminders, while building meaningful client relationships... 
    Senior
    Full time
    Part time
    Flexible hours

    Right at Home UK

    Avon, OH
    2 days ago
  • Trane Technologies is seeking a field HVAC technician in North Olmsted, OH. You will commission, troubleshoot, repair, and start up HVAC systems at customer sites, applying knowledge of HVAC theory, pipe fitting, and mechanical layouts. You will work with internal and ...
    Senior
    Full time

    Trane Supply

    North Olmsted, OH
    1 day ago
  •  ...product and service development, ongoing plan administration, reporting and disclosure, document and contract support, client escalation...  ...risk, compliance, government relations, relationship management, product, client experience, finance, sales, technology, and marketing... 
    Senior
    Full time
    Contract work

    Fidelity Investments

    Westlake, OH
    3 days ago
  • $70k - $85k

     ...service to join our team!ResponsibilitiesDuties may include, but are not limited to, the following:Assist clients with financial reporting requirements, including compilation, review and auditsProvide accounting support and analyze accounting systemsFamiliarity with announcements... 
    Senior
    Flexible hours

    Corrigan Krause CPAs

    Westlake, OH
    5 days ago
  • Job Description:Senior Manager Tax, Enterprise Tax ComplianceThe Senior Manager Tax supports a dynamic environment where collaboration with...  ...Technology and Product groups occurs to align Fidelity’s tax reporting and withholding practices with regulatory guidelines and... 
    Senior
    Full time

    Fidelity Investments

    Westlake, OH
    4 days ago
  •  ...while following established care plans. You should hold a valid CNA certification and demonstrate strong communication, empathy, and teamwork. We offer comprehensive benefits and opportunities for growth within our senior care communities. #J-18808-Ljbffr Anchor Lodge
    Senior

    Anchor Lodge

    Olmsted Falls, OH
    3 days ago
  • Sprenger Health Care seeks a skilled Registered Nurse to join our healthcare team in Ohio. You will assess residents, administer medications, and support families while coordinating with the care team. The ideal candidate holds an RN license, CPR certification, and proven...
    Senior

    Village-of-the-Falls

    Olmsted Falls, OH
    2 days ago
  •  ...software organization in Westlake, Texas. This role is ideal for an accounting specialist who can manage close activities, interpret financial results, and deliver reliable reporting across multiple entities. The position works closely with finance and cross-functional... 
    Senior

    Robert Half

    Westlake, OH
    2 days ago
  •  ...Support This role supports a multi-carrier, multi-state insurance service model, focusing on call/chat/text interactions. You'll manage policy changes, process updates, and conduct quality checks on complex cases. Success requires strong analytical ability,... 
    Senior

    Goosehead Insurance

    Westlake, OH
    1 day ago
  • $16.25 - $17 per hour

     ...Discount, College Scholarship Award. All Bonuses, Awards and Benefits subject to qualifications and eligibility.The Assistant Store Manager is responsible for establishing and maintaining Guest Services. The Assistant Manager is responsible for supporting the Store... 
    Senior
    Hourly pay
    Local area

    Spencer Gifts

    North Olmsted, OH
    2 days ago
  • $85k - $118k

     ...Friendly Firm Plus+! Overview The Senior Civil Engineer is responsible for applying...  ...routine designs, specifications and/or reports for checking and reviewing by others....  ...down into tasks, and work with a Project Manager to determine scope, budget, and staffing... 
    Senior
    Full time

    R.E. Warner

    North Olmsted, OH
    1 day ago
  •  ...Normandy’s accounting operations and ensures accurate, timely financial reporting. This position oversees the general ledger, financial close, accounts receivable, accounts payable, cash management, budgeting, and internal controls. The Controller supervises accounting... 

    NORMANDY II LIMITED PARTNERSHIP

    Rocky River, OH
    1 day ago
  • Fidelity Investments in Westlake, OH is seeking an experienced Automation Engineer to join a team delivering automation, CI, and test data ecosystems. You will collaborate with business and IT stakeholders to shape technology solutions that extend across Workplace Solutions...
    Senior

    Soteria Reinsurance Ltd.

    Westlake, OH
    2 days ago
  • Brookdale Westlake Village in Ohio is seeking Certified Nursing Assistants (STNA) to provide personalized resident care, assist with daily living, and perform vital sign checks. Successful completion of State CNA/STNA course and current certification required. Opportunities...
    Senior

    Brookdale

    Westlake, OH
    16 hours ago
  •  ...collaboratively strategize and execute research studies. As a Senior UX Researcher, you will: Engage daily with Product, Design, and...  ...qualitative and quantitative research studies with stakeholders, manager, and teammates and define how best to execute the work to... 
    Senior
    Full time

    Fidelity Investments

    Westlake, OH
    1 day ago
  • Job Description:Sr. Manager, Regulatory GovernanceNote: Fidelity is not providing immigration...  ...for this positionThe RoleThe Senior Manager, Regulatory Governance in Fidelity...  ...Fidelity Digital Assets Services regulatory reporting capabilities and will be asked to seek out... 
    Senior
    Full time

    Fidelity Investments

    Westlake, OH
    4 days ago
  • University Hospitals in Westlake, OH is seeking a Medical Assistant III (Certified) in Orthopedics. The role involves rooming patients, obtaining vital signs, documenting in EMR, assisting with procedures, and supporting providers in a fast-paced outpatient setting.Qualified...
    Senior

    University Hospitals

    Westlake, OH
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Manager, Shareholder Reporting. Be the first to apply!