Fidelity Bank · 1 month ago
Analyst - Investments COE
Merrimack, NH
Full-time
Hybrid
Mid Level
3+ years expFidelity Bank is seeking an Analyst for their Investment Center of Excellence. In this role, you will be responsible for accounting for corporate investments, ensuring accurate transaction reporting, and collaborating with various accounting teams to enhance investment accounting processes.
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Responsibilities
Actively participate in the daily recording and processing for FMR LLC Investment Portfolio activity
Support the accounting team in preparation for quarterly financial statement preparation
Implement and enhance processes to improve reporting quality and reduce manual work
Conduct investment accounting research and provide management with clear analysis, recommendations, and conclusion
Respond to inquiries from various Corporate Accounting teams, outside business units, internal auditors, and controllership
Participate in special projects and fulfill ad hoc requests and deliverables as needed
Qualification
Required
Minimum 3 years of relevant accounting experience
Strong knowledge of accounting principles, practices, and internal controls
Strong analytical and problem-solving skills, with the ability to work independently and collaboratively
Excellent written and verbal communication skills to build and maintain constructive relationships with business partners
Solid understanding of finance and accounting principles, with a strong sense of accountability and ownership
Detail-oriented while maintaining a broad perspective on business objectives
Ability to manage multiple projects concurrently and meet tight deadlines
Capacity to grasp complex organizational and ownership structures
Highly motivated, flexible, and quality-focused team player with strong organizational skills
Willingness to learn financial systems and multi-dimensional reporting tools
Highly proficient in Excel
Demonstrated process improvement mindset
Flexibility to work extended hours during month-end close
Preferred
Bachelor's degree in Accounting
Motivated to obtain SIE license, if not already licensed
Insurance and/or investment accounting experience
Familiarity with alternative investments and digital assets
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
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