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<h3>Job Description:</h3>The RoleAs a Sr. Business Analyst within the Defined Benefit Operation, you blend deep Defined Benefit domain expertise with a passion for collaboration, innovation and client management! You will actively work with domain leads, functional leads and Client Services to support the strategic direction of the business, manage highly complex issues to resolution and work with domain specialists to solution client improvements and enhancements through corporate actions &amp; change orders. You will also engage with other lines of business on projects that impact other Defined Benefit products and services.<ul><li>Participate in planning activities and other relevant meetings to represent the DB product</li><li>Negotiate with client services and management to focus on the high priority work</li><li>Evaluate requests from other areas of the firm to determine impact to the processes you serve and represent DB’s operational interests to senior leadership</li><li>Evaluate system/process improvements and changes to identify possible impact to the DB organization</li><li>Collaborate with Leads or Vendors as requirement clarifications are needed</li><li>Manage multiple projects of medium to high complexity and execute project deliverables on time and on budget to support high quality, profitable service delivery</li><li>Own and analyze operational issues and recommend business solutions, based on knowledge of client’s plan design and system functionality.</li><li>Participate &amp; lead Service Recovery efforts</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s Degree and/or 4+ years of business analytics or project management experience</li><li>Ability to balance day to day management of several project-related responsibilities, tasks and deliverables including highly escalated, prioritized requests.</li><li>Experience in Project Management and/or Analytics (Preferably in the Defined Benefit Domain but not required)</li><li>Experience in consulting or corporate work experience, passionate about using data to uncover insights that drive action and communicating analyses to technical and non-technical audiences.</li><li>Working experience with data analytics, SQL, visualization tools, including Tableau, TOAD</li><li>Ability navigate across the Fidelity organizations and at various levels within the organization</li><li>A blend of process and technology skills; ability to understand end to end processes and translate requirements to enable standardization and automation</li><li>Good communication skills, both verbal and written; ability to implement/facilitate change</li><li>Forward looking, analytic, continuous improvement mentality</li><li>Demonstrate a mix of analytics and technical skills. Ability to analyze/organize large amounts of data</li><li>Project consulting experience including requirement discovery and solution design</li><li>Proficient with Microsoft PowerPoint/Presentation design</li></ul><h3>The Team</h3>This role will reside within Workplace Investing Defined Benefit (DB) Operations within the Transaction Processing division. You will be responsible for handling and coordinating the day to day delivery of Defined Benefit business reporting, contractual obligations, and internal scale &amp; efficiency initiatives. You will support DB’s interests in collaborating with the cross product/functional SME’s, Center of Excellence, BIDS and other lines of business. You will work to solve problems and be empowered to make decisions based on trends, issues, and business drivers.Note: Fidelity is not providing immigration sponsorship for this position.<h3>Certifications:</h3><h3>Category:</h3>OperationsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

Fidelity Investments

Senior Business Analyst, Defined Benefit

<h3>Job Description:</h3>The Role The Senior Tax Manager is responsible for reviews of the workpapers and the management of the daily operations within the Tax group. The Senior Tax Manager also participates in the setting of tax policy and coordinating the implementation of such policies, participating in the setting of strategic goals and initiatives for the group, and managing the relationships with the department’s internal and external business partners. The Senior Tax Manager oversees the timely and accurate execution of the team’s core deliverables for Fidelity’s alternative investment products, and Canadian Mutual Fund Trusts including K-1s, estimates, federal and state income tax returns, international filings, and certain qualification tests, and Canadian fund distributions. The Senior Tax Manager is also responsible for implementing and ensuring the accurate execution of team’s policies, procedures, and controls.The expertise and skills you bring <ul><li>BS in Accounting or Finance</li><li>CPA and/or MST is preferred</li><li>5+ years of public accounting experience in Partnership taxation</li><li>Regulated Investment Company tax and/or Real Estate Investment Trust tax experience a plus</li><li>Private Equity fund of funds tax experience a plus</li><li>Experience with InvestOne, Geneva, and Yardi a plus</li><li>Advanced knowledge of Partnership tax and associated structures</li><li>Broad knowledge of financial instruments and securities taxation</li><li>Familiarity with tax research techniques</li><li>Familiarity with various fund structures suitable for different types of investors</li><li>Familiarity with federal, state and international filing requirements of partnerships and blockers</li><li>Ability to frame complex operational &amp; tax issues and propose solutions</li><li>Ability to seamlessly move from strategy to execution</li><li>Leadership and management - ability to work independently or within a team, establish goals and priorities, coach and develop others, and contribute to a positive work environment</li></ul>The TeamThe primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury.<h3>Certifications:</h3><h3>Category:</h3>Investment OperationsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

Senior Manager, Fund Financial & Tax Reporting

<h3>Job Description:</h3><h3>The Role</h3>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.<h3>The Expertise and Skills You Bring </h3><ul><li>Bachelor’s degree expected</li><li>3+ years of financial services experience with an asset manager, audit firm or custodian bank, preferably in accounting operations or administration for alt investment products</li><li>Accounting and operational knowledge for alternative asset classes (e.g., commodities, real estate, private debt, private equity, distressed securities, derivatives, cryptocurrencies)</li><li>Experience preparing financial statements and related content for 10-K and 10-Q filings for products structured as BDCs, ETPs or REITs</li><li>Ability to effectively collaborate with all levels of staff and business partners to recommend changes to systems, processes, responsibilities, reporting, etc.</li><li>Strong computer and application skills, including Microsoft Office applications</li><li>Familiarity with data analysis and visualization tools (e.g., Tableau)</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. <h3>The Team</h3>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<h3>Certifications:</h3><h3>Category:</h3>Investment OperationsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

Analyst, Alternative Investment Shareholder Reporting

<h3>Job Description:</h3>The Role The Alternative Investments Brokerage Operations role is responsible for processing trades accurately on behalf of our clients and in a timely manner to mitigate risk and exposure to the organization. These activities are performed daily and require adherence to policies, procedures, and regulatory guidelines We have multiple openings in Jersey City and Westlake. These are the options for team placement. There will be an application question around your preference for focus area within Alternative Investments: <ul><li>Trading: This team is responsible for supporting all subscription, capital call, and redemption activities involving Alternative Investment (AI) positions moving into or out of NFS custody. They play a critical role in identifying and escalating potential risks to the organization, managing outbound client communications, and ensuring that all decision-related transactions comply with internal policies and regulatory standards. The team regularly interacts with fund companies and their transfer agents to resolve issues and facilitate smooth processing. Additionally, they educate clients on Alternative Investment policies and procedures, documentation requirements, and how to navigate the online system effectively. </li></ul><ul><li>Service: In this role you will be on the phone taking approximately 30-60 inbound calls daily from clients roughly 95% of the day dealing with a range of issues for our customers. The associate will be managing multiple client requests/issues that must be completed within a tight timeframe. The associate will be responsible for monitoring customer adherence to internal guidelines in addition to building and maintaining strong relationships while providing a superior level of customer service. In this position, the associate will be responsible for having the technical expertise to respond to inquiries on a variety of alternative investment issues. </li></ul><ul><li>Follow Up/Out of Standard: The Follow Up team is tasked with analyzing and researching pending transactions such as trades, ACAT and Non-ACAT Receives, Internal Transfers, and Conversions with issuers for settlement. The associate will be responsible for handling research requests regarding pending transactions and for resolving complex issues in a timely manner. The Follow Up team is also responsible for outreach and education to sponsors who are delinquent in their required reporting, such as reconciliation files and auditor opinion letter. The associate will also be responsible for several other ancillary processes for the department. </li></ul>The Expertise and Skills You Bring <ul><li>College degree preferred </li></ul><ul><li>2+ years of brokerage operations experience preferred </li></ul><ul><li>Prior experience with alternative investments and transfers process experience is preferred </li></ul><ul><li>Detail oriented, ability to work effectively with minimal supervision </li></ul><ul><li>Team player with capability to help maintain a positive work environment </li></ul><ul><li>Strong analytical and decision-making skills </li></ul><ul><li>Ability to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes </li></ul><ul><li>Ability to handle and resolve complex problems </li></ul><ul><li>Strong verbal and written interaction skills including ability to explain complex processes </li></ul><ul><li>Effective time management skills and ability to prioritize and multi-task </li></ul><ul><li>Strong PC skills - Word, Excel and Access </li></ul><h3>Note: Fidelity will not provide immigration sponsorship for this position.</h3>The Team Operations &amp; Services Group (OSG) provides superior customer service to Fidelity's Institutional Products Group's businesses through innovation, dedication and commitment to excellence. With eight operating divisions located throughout the country, OSG provides securities execution, clearance, and information management services to retail, institutional, and correspondent clients. OSG performs tens of thousands of over the counter, listed equities, options, bonds, and mutual fund transactions daily. An Alternative Investment (AI) is a highly specialized investment vehicle that is tailored to sophisticated, high net-worth investors and is not traded on any public market. Our Alternative Investments group services all Fidelity lines of business and handles end-to-end operations from onboarding of assets, all transactions, reconciliation, and servicing requests. The base salary range for this position is $40,000-76,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These 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 to develop your career. Note, the application window closes when the position is filled or unposted.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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Brokerage Operations

Senior Representative, Alternative Investments

The e-Commerce Sales Associate interacts with hundreds of customers – online, over the phone and in person – to help guide their vehicle purchase in our no-haggle sales environment. Responding to leads in a timely fashion, answering questions, providing information and helping guide customers effectively from phone and internet contact to an in-store experience while providing an exceptional customer experience is key.Sell with Confidence. Grow with AutoNation.AutoNation is redefining the car-buying experience—and we need driven, customer-focused professionals to help us lead the way. With nationwide inventory and a supportive team, you’ll have everything you need to succeed.Why You’ll Love Working Here:<ul><li>Competitive benefits</li><li>Career paths into finance, management, and beyond</li><li>A culture built on trust, transparency, and teamwork</li></ul>What We’re Looking For:<ul><li>Strong communication and interpersonal skills</li><li>A desire to help people and exceed expectations</li><li>Sales or customer service experience preferred</li></ul>Apply now and start building a career with purpose and potential.With your outstanding communication and listening skills, you’ll help our customers select their perfect vehicle, negotiate terms to ensure that payment options meet their lifestyles, budgets, and expectations and close the deal. Our e-Commerce Sales Associates provide an exceptional customer experience both before and after purchase, driving loyalty by following up to ensure customer satisfaction and helping transition customers to the Service department to support their ownership experience.<h2>What are the requirements for this job?</h2><ul><li>High school diploma or equivalent</li><li>Proven ability to provide an exceptional customer experience</li><li>Drive to set and achieve targeted goals</li><li>Prior sales experience, retail preferred</li><li>Demonstrated communication, consultative, interpersonal and organizational skills</li><li>The willingness to follow up with customers</li><li>Experience and desire to work with technology</li><li>Valid in-state driver’s license and an acceptable, safe driving record</li><li>Why should I come work for AutoNation?</li><li>You want to work for a car dealer that has a strong moral compass and treats all of its associates with respect</li></ul><h2>Exciting Benefits and Perks Await You:</h2><ul><li>Competitive compensation and 401k matching</li><li>Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits.</li><li>Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear</li><li>Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers</li><li>Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide</li></ul>AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve. &nbsp;AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.

AutoNation

sales associate- AutoNation Honda Lewisville

<h3>Job Description:</h3>The RoleHave you ever considered a career that exposes you to how money is invested all over the world? Fidelity Fund and Investment Operations performs accounting, money movement, pricing and other services supporting portfolio managers who invest our client's money in Fidelity’s mutual funds.Our job is to ensure that all those investments are accounted for and accurately reconciled between the banks and our accounting records. It’s as simple as balancing a checkbook but with trillions of dollars, millions of transactions and dozens of banks and different systems! Every day we have thousands of accounting breaks to research and resolve. Currently, we are still working mostly from home. Recon operations is suited for those that enjoy having a regular, daily routine.The analyst role is an advanced operations role, where it is expected that some background in investment operations is brought to bear on tough accounting processes. The expectation is that they will excel at working independently on accounting challenges and propose ideas on making the process better. We believe mobility is positive and will dedicate time for coaching and personal development. Analysts will be exposed to the management function, team dynamics and how to influence and make change.The Expertise and Skills You BringTo be an analyst in reconciliations there are some basics that are required:<ul><li>A Bachelor’s Degree is required. Quantitative degrees are ideal such as finance, engineering or business.</li><li>A minimum of 2 years’ experience in mutual fund accounting or investment operations.</li><li>Analysts set the tone. Clear and professional communications are essential.</li><li>Problem solving is key. Demonstrate critical thinking skills and an ability to dig deep to find answers.</li><li>Analysts work on complex exceptions and must be constantly learning and forming new skills.</li><li>They must demonstrate an ability to work well with others.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The TeamThousands of associates work at our breathtaking Westlake, TX office. They enjoy unique culinary experiences at the cafe, biking or walking on the trails, and using onsite amenities such as the gym, concierge and clinic.We have several small teams in our division. Each team focuses on a different part of the investment operation. The teams have 8 associates apiece with 2-3 new associates each year. They work every day with global banks and partner teams across the world. Each team is a different entry point into the world of securities and investment operations. These teams are complementary working together to resolve complex accounting and related challenges.<h3>Certifications:</h3><h3>Category:</h3>Investment OperationsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

Analyst, Investment Operations

mSell with Confidence. Grow with AutoNation.AutoNation is redefining the car-buying experience—and we need driven, customer-focused professionals to help us lead the way. With nationwide inventory and a supportive team, you’ll have everything you need to succeed.Why You’ll Love Working Here:<ul><li>Competitive benefits</li><li>Career paths into finance, management, and beyond</li><li>A culture built on trust, transparency, and teamwork</li></ul>What We’re Looking For:<ul><li>Strong communication and interpersonal skills</li><li>A desire to help people and exceed expectations</li><li>Sales or customer service experience preferred</li></ul>Apply now and start building a career with purpose and potential.<h2>What are the requirements?</h2><ul><li>Proven ability to provide an exceptional customer experience</li><li>Drive to set targeted personal income goals consistent with AutoNation’s standards of productivity</li><li>Over 1 year automotive sales experience</li><li>Proven ability to exceed established automotive sales and customer service goals</li><li>Excellent communication, consultative, interpersonal and organizational skills</li><li>The willingness to follow up, and follow-up again, with customers</li><li>Valid in-state driver’s license and an acceptable, safe driving record</li><li>High school diploma or equivalent</li></ul><h2>&nbsp; Why should I work for AutoNation?</h2><ul><li>You want to work for a car dealer that has a strong moral compass and treats all its associates with respect</li><li>You’ll be empowered with the tools needed to support our customers’ needs and realize your earning potential. What tools? How’s a best-in-class CRM, state-of-the-art equity mining tools to help you uncover better sales leads, preferred relationships with over 30 lenders to get your customers financed and access to a national inventory of over 100,000 new and pre-owned vehicles so you can always find the perfect match for your customer.</li><li>We represent 36 brands in 16 states, so there’s always opportunity to grow your career as a Sales Associate and beyond. Join AutoNation and accelerate as far and fast as your talent and our support can take you.</li><li>How will I be paid? Will I receive training?</li><li>As an Experienced Sales Associate, you’re able to start working on our competitive commission pay plan right away!</li><li>Throughout your career, we’ll provide you with the hands-on, digital and classroom training you need grow and advance while also empowering you to build&nbsp;your book of business and close deals like the expert you already are.</li></ul><h2>Exciting Benefits and Perks Await You:</h2><ul><li>Competitive compensation and 401k matching</li><li>Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits.</li><li>Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear</li><li>Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers</li><li>Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide</li></ul>AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve. &nbsp;AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.

Sales Retail Associate - AutoNation USA Denton

<h3>Job Description:</h3>The RoleDo you have a solid understanding of regulatory reporting requirements for SEC-registered investment companies? Would you be interested in leading a team responsible for the implementation of new regulatory reporting requirements and improving processes by streamlining and introducing automation? If this sounds like you, this job is for you!In this role, you will leverage your people management skills and attention to detail to ensure delivery of accurate and time-sensitive regulatory reports and filings required for shareholders and regulators. You will also coach and mentor staff to achieve high-quality results and adhere to process controls to proactively mitigate risk. Your ability to work within a team and under pressure to meet deadlines will be essential to our success and in helping to support the service line’s overall mission to deliver high-quality and efficient shareholder reporting solutions for Fidelity’s registered funds. The Expertise and Skills You Bring<ul><li>Strong people management skills, with the ability to lead a team with operational excellence and develop talent to ensure the future success of the organization.</li><li>Bachelor’s degree or equivalent, with 5+ years of experience in financial services—preferably within mutual fund operations, a custodian bank, or an asset manager—with a focus on financial regulatory reporting or accounting.</li><li>Deep understanding of risk frameworks, with the ability to design and lead processes that ensure a robust control environment.</li><li>Innovation-focused mindset, with a proven ability to identify opportunities for process improvement and automation.</li><li>Effective communicator and influencer, capable of working across all levels of management to drive high-impact decisions quickly and accurately.</li><li>Comprehensive understanding of workflows and requirements of internal and external business partners, as well as related systems and applications.</li><li>Experience in assessing operational impacts of initiatives, with the ability to anticipate and coordinate operational readiness.</li><li>Excellent written and verbal communication skills, with strong presentation capabilities and attention to detail.</li></ul><h3>The Team</h3>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 developing reporting solutions for Fidelity’s new investment products, including alternative investments, while incorporating new and changing regulations and implementing a brand new technology platform that will transform the way we work. We offer ample opportunities to develop key knowledge, experience, and capabilities that will continue to contribute to Fidelity’s current and future success!<h3>Certifications:</h3><h3>Category:</h3>Investment OperationsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

Senior Manager, Shareholder Reporting Team Lead

<h3>Job Description:</h3>The RoleAs SVP, Alternative Investments: Private Markets, you will provide strategic leadership for the Private Markets Alternatives team within Fidelity Fund and Investment Operations (FFIO), Fidelity’s asset servicing division. This role is instrumental in supporting the end-to-end operational and platform needs of Fidelity’s growing Alternative Investments business, as part of the FFIO senior leadership team. The ideal candidate will possess in-depth knowledge of private markets, including private credit, private equity, and real assets. Responsibilities include setting strategic direction, leading day-to-day management of the Private Markets team, driving process improvements, proactively managing risk, and fostering cross-organizational education around private markets. The SVP will be a solution-oriented, trusted leader committed to advancing FFIO and Fidelity through business partnership, platform modernization, talent development, and stewardship.The Expertise and Skills You Bring <ul><li>Bachelor’s degree required; MBA or other advanced degree preferred</li><li>15+ years broad financial services operations experience</li><li>15+ years operations leadership experience with increasing responsibility</li><li>15+ years investment product experience with mutual funds, ETFs, ERISA, alternatives, and other institutional products</li><li>An in depth knowledge of Alternative Markets (Private Credit, Private Equity and/or Real Assets) and the end-to-end investment process of such products </li><li>Experience in leading or exposure to Investment Operations (Trade Operations, Corporate Actions, Cash Management, Fund Accounting, Financial Reporting/Regulatory Filings, Recon) and product oversight experience required</li><li>Design, drive and execute a program of transformation that incorporates day-to-day operations and corresponding technology platform development/optimization</li><li>Ability to take initiative, negotiate effectively, manage competing priorities, and motivate teams</li><li>Build positive relationships at senior levels and gains trust and respect of peers and business partners to effectively negotiate sophisticated solutions across a variety of investment products</li></ul>The TeamAs part of the FFIO Leadership team, this role reports directly to the head of Fidelity Fund and Investment Operations. We have a steadfast dedication to supporting our business partners, and we are passionate about driving innovation in everything we do. The role will work closely with the head of FFIO, the FFIO Senior Leadership Team, and will provide direct staff management at the Vice President level with extended staff ranging from analyst through director. The collective team spans multiple locations, including Boston, MA, Merrimack, NH, and Westlake, TX, as well as global presence in Ireland, Hong Kong, and India.The base salary range for this position is $185,000-$400,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These 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 to develop your career. Note, the application window closes when the position is filled or unposted.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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Investment Operations

SVP, Alternative Investments - Private Markets

Associate Compliance Analyst – Ethics Office (Contractor) Description The Associate Compliance Analyst is part of a team responsible for providing service support to employees and performing administration of employee accounts, transactions, statements and required disclosures to ensure they meet the requirements of Fidelity’s Code of Ethics and Compliance policies. The Team Fidelity Compliance provides compliance policy oversight and advisory services that help Fidelity ensure compliance with Federal and State regulations, manage risk, protect our associates and our customers, and enhance business performance. The Expertise You Have <ul> <li>Bachelor’s degree required </li><li>Previous phone or customer service and operations experience required </li><li>1-2 years of relevant experience in audit, regulatory, risk or compliance environment preferred </li><li>Strong problem solving and data analytical skills </li><li>Positive attitude and goal-driven </li><li>Strong presentation, written, and interpersonal communication skills </li></ul> The Skills You Bring <ul> <li>You’re a problem-solver and inspire creative solutions </li><li>You have an unwavering commitment to accuracy and quality </li><li>You possess excellent organizational, operations, and process management skills </li><li>You can handle multiple tasks and priorities simultaneously </li><li>You are able to overcome unexpected obstacles with little or no supervision </li><li>You possess strong research and analytical skills </li><li>You thoughtfully and efficiently drive tasks to completion </li><li>You have an excellent attention to detail and ability to communicate defects clearly with relevant information </li><li>You apply sound judgment to spot issues, assess risks, and identify items requiring escalation </li><li>You are proficient in common MS Office applications and are able to quickly learn and gain proficiency with internal websites, databases, and applications </li></ul> The Value You Deliver <ul> <li>The filing of initial registration applications (Forms U4), amended applications (Form U4 amendments), and requests to terminate registrations (Forms U5) with FINRA </li><li>Administering employees’ personal trading account disclosures, statements, and transactions in support of trade surveillance </li><li>Resolution of Error Queue items to ensure that statements received via physical mail are in good order </li><li>Providing outstanding customer service to all levels of Fidelity associates regarding their registration and licensing needs and statement reporting requirements </li><li>Performing various administrative duties, including mail handling and filing </li><li>Analyzing Compliance requirements and rules to determine if potential business impact exists and escalating as appropriate </li><li>Working with other team members to identify, resolve and address issues </li><li>Maintaining strong working relationships with peers and managers within and across compliance teams (internally focused) </li></ul>

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