Fidelity Bank · 3 hours ago
Associate Analyst, Shareholder Reporting
Westlake, TX
Full-time
Hybrid
Entry Level
3+ years expFidelity Bank is seeking an Associate Analyst in Shareholder Reporting who will apply analytical capabilities to ensure the accuracy and completeness of regulatory filings. The role involves optimizing workflows, supporting applications, and enhancing the reporting ecosystem while collaborating effectively in a fast-paced environment.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth 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
Qualification
Required
Bachelor's degree
a minimum of 3 years of financial services experience
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
Preferred
prior regulatory and/or financial reporting experience
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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