Manager, Alternative Investments Shareholder Reporting
- Location
- Merrimack, NH
- Listed
- 5 days ago
About the role
Fidelity will not provide immigration sponsorship for this position.
The Role
Are you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products? In this role you will prepare the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards.
Products in scope may include BDCs, Limited Partnerships and REITs with investments in alternative asset classes. Your ability to work within an operations team and to meet deadlines will be essential to our success in delivering high-quality financial reporting for Fidelity's Investment Products.
You will also participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures. The role will interact with many groups within the Fidelity organization and effectively represent the business to customers and business partners.
The Expertise and Skills You Bring
- Bachelor's degree expected
- 5 years of financial services experience with an asset manager, audit firm or custodian bank, preferably in accounting operations or administration for alt investment products
- Accounting and operational knowledge for alternative asset classes (e.g., commodities, real estate, private debt, private equity, distressed securities, derivatives, cryptocurrencies)
- Experience preparing financial statements and related content for 10-K and 10-Q filings for products structured as BDCs, ETPs or REITs
- Ability to effectively collaborate with all levels of staff and business partners to recommend changes to systems, processes, responsibilities, reporting, etc.
- Strong computer and application skills, including Microsoft Office applications
- Familiarity with data analysis and visualization tools (e.g., Tableau)
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
- In Shareholder Reporting, we're on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization.
- In fact, we're the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC.
Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity's new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience, and capabilities that will continue to contribute to Fidelity's current and future success!
- #FFIOALTS
- #FidelityAlts
- Fidelity's Onsite Working Model
Additional information
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Equal opportunity and legal notices
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
From Fmr's careers page, first listed on Rolev.ai on November 5, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
Rolev.ai is a job search and application tool for US job seekers. For this Manager, Alternative Investments Shareholder Reporting role at Fmr, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.
See how you fit
Openings from employer career sites are ranked against your whole resume—and searchable inside Claude, ChatGPT, and Cursor via Rolev.ai MCP.
Tailor without inventing
Every change to your resume is checked against your original. New experience goes in only with your yes—zero fabricated claims.
Draft the full kit
Tailored and Full Match resumes, role-specific cover letters, and answers to employer screening questions are prepared in seconds.
1-Click Extension Autofill
The Chrome extension fills the employer's Greenhouse, Workday, Lever, or Ashby form in 1 click. You review it and press Submit.
Common questions
Where is the Manager, Alternative Investments Shareholder Reporting job at Fmr located?
This Manager, Alternative Investments Shareholder Reporting position at Fmr is located in Merrimack, NH. Always check Fmr's application page for specific state eligibility or relocation policies.
How do I apply for the Manager, Alternative Investments Shareholder Reporting position at Fmr?
This listing links directly to Fmr's Workday application page. You can apply directly on Fmr's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.