Fidelity Investments · 2 hours ago
Associate Analyst, Shareholder Reporting
Merrimack, NH
Full-time
Hybrid
Mid Level
3+ years expFidelity Investments is seeking an Associate Analyst for their Shareholder Reporting team, where the role focuses on ensuring the accuracy and completeness of regulatory filings. The successful candidate will contribute to optimizing workflows and improving processes while collaborating effectively in a fast-paced environment.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
Apply your analytical capabilities and precision to ensure the accuracy and completeness of assigned documents and regulatory filings
Contribute to team efforts by building and optimizing workflows and improving processes
Support and test key applications and find innovative solutions to enhance the reporting ecosystem
Collaborating effectively, managing multiple priorities, and meeting deadlines in a fast‑paced environment—helping drive operational perfection across the service line
Qualification
Required
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
Preferred
prior regulatory and/or financial reporting experience
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2025-12-30
2025-12-30
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