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 1 day ago
Similar jobs that could be interesting for youBased on the Senior Manager, Shareholder Reporting in Westlake, OH vacancy
  •  ...position.Job Description:The Role The Senior Tax Manager is primarily responsible for performing...  ...20-RIC and Form 8613 tax returns, and shareholder year-end tax deliverables. In addition...  ...Tax team, along with the Shareholder Reporting Team, makes up the Fund Administration... 
    Senior
    Full time

    Fidelity Investments

    Westlake, OH
    1 day ago
  •  ...meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.The Manager, Treasury Regulatory Reporting & Automation is part of Schwab's Treasury organization and plays a critical role in supporting Capital Stress... 
    Suggested
    Full time

    The Charles Schwab Corporation

    Westlake, OH
    2 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. Support Sales and...  ...trusted financial partner to shareholders and the senior leadership team... 
    Suggested
    Full time

    CBIZ Talent Solutions

    Westlake, OH
    2 days ago
  •  ...scalable investment product ecosystem. Within this organization, the Managed Account Offers team guides the end-to-end strategy and ongoing...  ...Schwab’s proprietary separately managed account solutions.As Senior Manager, Proprietary Managed Account Offers, you will help... 
    Senior
    Full time
    Work at office

    The Charles Schwab Corporation

    Westlake, OH
    2 days ago
  •  ...for this position.Job Description:The RoleAs a Senior Analyst, Derivatives, you will be reporting to the Derivatives Manager. You will support the operational activities...  ...-risk items to minimize loss to either the shareholder and/or FidelityInnovation to come up with operational... 
    Senior
    Full time
    Work experience placement
    Work at office

    Fidelity Investments

    Westlake, OH
    5 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
    5 days ago
  • $115k - $145k

     ...Senior Tax Manager OpportunityLocation: Greater Cleveland area, OH (city and suburbs; hybrid) Compensation: $115,000 - $145,000, depending on experienceAbout the OpportunityA well-established regional CPA and advisory firm in the Greater Cleveland area is looking for... 
    Senior
    Flexible hours

    gpac

    Westlake, OH
    3 days ago
  • $115k - $145k

     ...Senior Tax Manager Location: Greater Cleveland area, OH (city and suburbs; hybrid) Compensation: $115,000 - $145,000, depending on experience About the Opportunity A well-established regional CPA and advisory firm in the Greater Cleveland area is looking for... 
    Senior
    Flexible hours

    gpac

    Avon, OH
    4 days ago
  • $160k - $185k

     ...Tax Senior Manager — Cleveland, OH Pay: $160,000 – $185,000 + bonus potential Join a well-respected regional CPA and advisory firm known for its people-first culture, deep industry niches and real career paths. This Tax Senior Manager role offers meaningful client... 
    Senior
    Summer work
    Flexible hours

    gpac

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

     ...disabled status, or genetic information. Position Title: Senior Director, Financial Planning and Analysis Reports To: CFO, Americas Location: Avon, OH Position...  ...Prepare various monthly presentation packages for management reviews. Responsible for monitoring financial... 
    Senior
    Local area

    Bendix

    Avon, OH
    11 hours 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
    1 day ago
  •  ...whether significant risks are identified and appropriately reported to the Board and Executive Management, evaluate whether risks are adequately controlled, and...  ...Training team within PPG is seeking an Internal Audit Senior Manager, Standards and Training to support the... 
    Senior
    Full time
    Work at office
    Flexible hours

    The Charles Schwab Corporation

    Westlake, OH
    2 days ago
  •  ...Senior Accountant Check below to see if you have what is needed for this opportunity...  ...Department: Accounting/Finance Reports To: Controller Employment Type: Full...  .../problem-solving skills • Ability to manage multiple deadlines with accuracy under pressure... 
    Senior
    Full time
    Temporary work
    Immediate start
    Flexible hours

    C2P Enterprises LLC

    Westlake, OH
    3 days ago
  •  ...whether significant risks are identified and appropriately reported to the Board and Executive Management, evaluate whether risks are adequately controlled, and...  ...(QA) team within PPG is seeking an Internal Audit Senior Manager, Quality Assurance to support the Quality... 
    Senior
    Full time
    Work at office

    The Charles Schwab Corporation

    Westlake, OH
    4 days ago
  • $78k - $93k

     ...Assurance Senior — Westlake, OH Pay: $78,000 – $93,000 + bonus potential Run your own engagements sooner. A Cleveland-West Side CPA firm is hiring an Assurance Senior, on a hybrid schedule. What you'll do: - Lead audit, review and compilation engagements... 
    Senior

    gpac

    Avon, OH
    5 days ago
  •  ...provide immigration sponsorship for this position.Job Description:Senior Investigator- Post-Hire InvestigationsThe RoleAs a Senior...  ...escalated or sensitive issues.· Provide outstanding leadership and manage our post-hire investigations· Drive operational excellence· Partner... 
    Senior
    Full time

    Fidelity Investments

    Westlake, OH
    5 days ago
  • Transmission Line Engineer 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...
    Senior

    Energy Services

    North Olmsted, OH
    1 day 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
    8 days ago
  • $82k - $98k

     ...Audit Senior — Cleveland, OH Pay: $82,000 – $98,000 per year Want variety and a real shot at becoming a subject-matter expert?...  ...audit, review and compilation engagements from planning through reporting Supervise and coach staff on fieldwork Prepare and review... 
    Senior
    Summer work
    Flexible hours

    gpac

    Bay Village, OH
    4 days ago
  •  ...status quo” and transform the finance industry together.The FP&A Senior Manager will serve as the trusted Finance business partner supporting...  ...plans and long-range planning, ensure timely and accurate reporting as well as tracking Key Performance Indicators (KPIs)Develop... 
    Senior
    Full time

    The Charles Schwab Corporation

    Westlake, OH
    1 day ago
  • $70k - $90k

     ...Job Description Job Description Tax Senior Associate Tax Advisory | Career Growth | Client Relationships | Hybrid Flexibility Compensation...  ...development ~ Clear path toward Tax Supervisor and Tax Manager ~ Exposure to tax planning and advisory engagements ~... 
    Senior
    Internship
    Work at office
    Local area

    Wertz & Associates

    Westlake, OH
    29 days ago
  •  ...Apply Description Position Summary: The Senior Mortgage Loan Underwriter is responsible for performing initial underwriting analysis of 1-4 family mortgage and HELOCs to M2 standards and regulatory guidelines. This role serves as a senior member of the loan underwriting... 
    Senior
    Remote work

    First Mutual Holding Co

    Westlake, 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
  • 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
  • $80k - $98k

     ...Tax Senior — Cleveland, OH Pay: $80,000 – $98,000 per year Tired of being a number? A respected, family-friendly Greater Cleveland...  ...who wants real responsibility, mentoring, and a clear road to manager. What You'll Do: - Prepare and review corporate,... 
    Senior
    Summer work
    Casual work

    gpac

    Fairview Park, OH
    4 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
  • $75k - $110k

     ...Tax Senior Opportunity Location: Greater Cleveland area, OH (city and suburbs; hybrid) Compensation: $75,000 - $110,000, depending...  ...clients, and help develop staff, with a clear path to Supervisor and Manager. What You'll Do Prepare and perform first-level review... 
    Senior
    Flexible hours

    gpac

    Westlake, OH
    4 days ago
  •  ...design, architecture, and standards.Team leadershipLead and mentor a collaborative and innovative cross-disciplinary UX team.Define and manage UX roadmaps across product areas to maximize resources and outcomes.Provide ongoing tactical direction focused on pragmatic,... 
    Senior
    Full time
    Work at office

    The Charles Schwab Corporation

    Westlake, OH
    1 day ago
  •  ...Assurance Senior Assist clients with financial reporting requirements, including compilation, review and audits Provide accounting support and analyze accounting systems Familiarity with announcements from the FASB and the AICPA Develop a full understanding... 
    Senior

    Spartan Placements

    Westlake, OH
    5 days ago
  • $16.25 - $17 per hour

     ...Assistant Store Manager Hourly rate ranges from $16.25 - $17.00 per hour and is dependent upon qualifications and experience. Benefits include: Company Paid Sick Time, Paid Vacation Time, Paid Holidays, Bereavement Pay, Jury Duty Pay, Contest Prize Awards, 401K Plan... 
    Senior
    Hourly pay
    Local area

    Spencer Gifts

    North Olmsted, OH
    1 day ago

Do you want to receive more vacancies?

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