Manager, Real Estate Shareholder Reporting at Fidelity Investments

Merrimack, New Hampshire, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Real Estate, Investment ManagementIndustries

Requirements

Bachelor’s degree or equivalent
5+ years of financial services experience with real estate products and public company financial reporting (Form 10K, 10Q, 8K and other reporting as needed)
Knowledge of real estate reporting as well as relevant accounting and reporting standards (US GAAP)
Experience with Yardi accounting software preferred
Ability to work and lead in an operations-focused fast paced team environment
Innovation attitude – ability to identify and drive forward new ways to improve current processes
Excellent written and verbal communications skills and strong presentation capability
Proficiency in various PC software applications (e.g., MS Teams, Excel, Word, PowerPoint)
Advanced Excel skills and experience translating accounting data into financial statement presentation

Responsibilities

Prepare, review, and coordinate the production of financial statements to ensure they are accurate, timely and adhere to GAAP and other relevant accounting standards
Deliver accurate, timely financial reports for real estate funds, including quarterly/annual reporting for the Core Real Estate Fund established as a REIT
Handle responsibility for Securities Exchange Act of 1934 Reporting with SEC (including Forms 10Q, 10K, 8K)
Ensure SOX 404 compliance
Use of Yardi accounting software
Work within an operations team, meet deadlines, resolve production issues, and implement process improvements to increase efficiency and quality
Engage closely with the Direct Real Estate Finance Team, Alternative Accounting, and external auditors in overseeing quarterly and annual financials, regulatory filings, and the audit cycle
Identify short and long-term processes, controls, and technology solutions to support operational proficiency on new and evolving products
Collaborate with business partners across Fidelity, including Direct Real Estate Investment and Finance Teams, Asset Management (including Treasurer’s Office), Compliance, Risk & Business Operations

Skills

Financial Reporting

GAAP

SEC Reporting

10Q

10K

SOX 404

Yardi

REIT

Real Estate Funds

Process Improvement

Audit Coordination

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

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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