Specialist I – Alternatives Financial Reporting (REMOTE)
SEISalary not specified
Full Time
Junior (1 to 2 years)
Director, Asset Management, Treasurers Office - Alternatives Oversight at Fidelity Investments
Boston, Massachusetts, United States
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
NoVisa
Asset Management, Financial ServicesIndustries
Requirements
- Bachelor’s degree in accounting (preferable)
- A minimum of 10+ years industry or equivalent experience
- Extensive knowledge of private credit, private equity, real estate, and other alternative investment product accounting and financial reporting
- Exceptional research and analytical skills
- A motivated self-starter committed to accuracy, quality, and completion of tasks
- Knowledge of operational risk management and internal controls, governance, and oversight processes
- Outstanding verbal, written, and formal presentation communication skills
- Ability to prioritize multiple tasks/initiatives and handle time-sensitive activities
- CPA (a plus)
Responsibilities
- Supporting the growing private equity, private credit, and real estate alternative product offerings
- Providing oversight of operational readiness, product life cycle events, accounting, and financial and regulatory reporting
- Thinking and working across Fidelity, partnering with Fidelity Fund and Investment Operations
- Partnering with key Asset Management business partners in Compliance, Risk, Technology, and the various Investment Divisions across the firm
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the base salary range for this position?
The base salary range is $110,000-222,000 USD per year, with placement varying based on job responsibilities, scope, geographic location, candidate’s relevant experience, and other factors.
What benefits are offered for this role?
Benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources.
Is this position remote or does it require office work?
This information is not specified in the job description.
What key skills and experience are required for this role?
Requirements include a Bachelor’s degree in accounting (preferable), minimum 10+ years industry experience, extensive knowledge of private credit, private equity, real estate, and alternative investment accounting and reporting, exceptional research and analytical skills, and outstanding communication skills. CPA is a plus.
What does the team in the Asset Management Treasurers Office do?
The team provides fiduciary oversight of Fidelity’s funds, shareholder activity, and service providers, sets and monitors fund policies, supports the Funds’ Boards of Trustees, and ensures oversight for new products prior to implementation.
Fidelity Investments
Investment management and financial services provider
About Fidelity Investments
Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.
Boston, MassachusettsHeadquarters
1946Year Founded
$120,238.8MTotal Funding
DEBT_FINANCINGCompany Stage
Fintech, Financial ServicesIndustries
10,001+Employees