Fidelity Investments Inc.
Associate Analyst, Shareholder Reporting
Fidelity Investments Inc., Merrimack, New Hampshire, us, 03054
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.
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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.
#J-18808-Ljbffr