Merrimack, New Hampshire, United States · On-site
Job Description: NOTE: Fidelity will not provide sponsorship for this position. The Role Are you interested in collaborating across teams and contributing on a developing operational team? Do you have an understanding of…
Skills: Financial Reporting, US GAAP, SEC Reporting, Yardi, SOX 404 Compliance
San Francisco, California, United States · On-site
$60k–$75k/yr
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a…
Skills: Relationship Building, Financial Planning, Investment Strategies, Customer Experience, Interpersonal Communication
Boston, Massachusetts, United States · On-site
$140k–$285k/yr
Job Description: Head of Architecture, Fidelity Digital Assets® Note: Fidelity will not provide immigration sponsorship for this position. The Role As Head of Architecture for Fidelity Digital Assets®, you will define an…
Skills: Software Architecture, Distributed Systems, Cloud-Native Platforms, Blockchain Protocols, Digital Assets
Boston, Massachusetts, United States · On-site
$126k–$255k/yr
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role: Director, Quant Data Platform You will lead the dataset onboarding efforts for the Quantitative Research Platform (QRP…
Skills: SQL, Python, Data Onboarding, Quantitative Research, Asset Management
Merrimack, New Hampshire, United States · On-site
Job Description: NOTE: Fidelity will not provide 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 au…
Skills: Financial Reporting, Partnership Accounting, US GAAP, Geneva Platform, Alternative Investments
Merrimack, New Hampshire, United States · On-site
Job Description: NOTE: Fidelity will not provide 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 au…
Skills: Financial Reporting, Alternative Investments, Financial Statement Preparation, Regulatory Compliance, Data Analysis
Boston, Massachusetts, United States · On-site
$103k–$211k/yr
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role The Director, Asset Management Compliance will perform Operational Due Diligence (ODD) of third-party fund managers of …
Skills: Operational Due Diligence, Compliance Oversight, Risk Management, Regulatory Analysis, Alternative Investment Products
Merrimack, New Hampshire, United States · On-site
Job Description: NOTE: Fidelity will not provide 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 au…
Skills: Financial Reporting, Alternative Investments, Audit, 10-K and 10-Q Filings, Accounting Operations
Merrimack, New Hampshire, United States · On-site
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role As an Accommodation Advisor at Fidelity, you will lead the interactive process with associates who have disabilities as…
Skills: ADA/ADAAA Compliance, FMLA Management, Employee Relations, Case Management, Stakeholder Collaboration
Boston, Massachusetts, United States · On-site
$126k–$255k/yr
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role We’re hiring a strategic and technically strong engineering leader to lead Portfolio Construction technology platforms …
Skills: Engineering Leadership, People Management, AI-Assisted Development, Cloud-Native Platforms, Software Architecture
Boston, Massachusetts, United States · On-site
$89k–$180k/yr
Job Description: NOTE: Fidelity will not provide sponsorship for this position. The Role As a Senior Manager within Digital Asset Operations, you will play a key role in supporting Fidelity’s digital asset operating mode…
Skills: Digital Asset Operations, Platform Coordination, Service Model Governance, Stakeholder Management, Project Coordination
Boston, Massachusetts, United States · On-site
$126k–$255k/yr
Job Description: Note: Fidelity will not provide immigration sponsorship for this positionThe Role This is an individual contributor applied GenAI engineer/data science (with a focus on GenAI) role. The GenAI Technology …
Skills: Generative AI, Machine Learning, Data Science, Python, Large Language Models
Minneapolis, Minnesota, United States · Hybrid
$65k–$138k/yr
Job Description: This role requires you to live in the Greater Minneapolis/St. Paul, MN area in order to service local client companies on their campuses in person 4-5 days a week. The Role The Workplace Financial Consul…
Skills: Financial Planning, Investment Advice, Customer Relationship Management, Public Speaking, Problem Solving
Smithfield, Rhode Island, United States · On-site
Job Description: NOTE: Fidelity will not provide immigration sponsorship for this position. The Role As part of the Learning and Enablement organization, you will work as a member of the Market Enablement team. This is r…
Skills: Learning Experience Design, Instructional Design, User Experience Design, Performance Consulting, Project Management
Boston, Massachusetts, United States · On-site
$89k–$180k/yr
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role As a Principal System Analyst in Quantitative Research and Investments Technology, you blend investment management and …
Skills: Technology Solution Delivery, Product Backlog Management, Agile Methodology, Quantitative Research, Asset Management
Boston, Massachusetts, United States · On-site
$126k–$255k/yr
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role This is an individual contributor data science role. In this role, the individual leads machine learning projects with …
Skills: Python, Machine Learning, Data Engineering, Quantitative Finance, Project Management
San Francisco, California, United States · On-site
$103k–$211k/yr
Job Description: NOTE: Fidelity will not provide sponsorship for this position. The Role This individual will be part of a dynamic team supporting Prime, Custody and Family Office clients as well as the Fidelity Capital …
Skills: Trading, Client Relationship Management, Risk Management, Margin Analysis, Equities
Merrimack, New Hampshire, United States · On-site
Job Description: The Role The Corporate Actions Analyst is responsible for researching and validating corporate action data in efforts to provide timely, accurate and comprehensive securities processing information. This…
Skills: Corporate Actions Research, Data Validation, Securities Processing, Analytical Skills, Microsoft Office Suite
Portland, Maine, United States · On-site
$66k–$125k/yr
Job Description: Planning Consultant Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fideli…
Skills: Financial Planning, Client Relationship Management, Asset Consolidation, Outbound Calling, Profiling
Merrimack, New Hampshire, United States · On-site
Job Description: Please Note: We are unable to consider visa sponsorship for this role The Role We seek a candidate that is a self-starter who thrives in a fast-paced environment, possesses strong interpersonal skills an…
Skills: Vendor Management, Risk Mitigation, Financial Modeling, Scenario Analysis, Debit Card Operations
Merrimack, New Hampshire, United States • On-site
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The role involves preparing and reviewing accurate financial statements for real estate funds, ensuring compliance with GAAP and SEC requirements. It also includes managing regulatory filings such as Forms 10K, 10Q, and 8K while collaborating with internal finance teams and external auditors.
Candidates must have a bachelor's degree and at least 3 years of experience in financial services focusing on real estate products and public company reporting. Proficiency in Yardi accounting software and advanced Excel skills are highly preferred.
NOTE: Fidelity will not provide sponsorship for this position.
The Role
Are you interested in collaborating across teams and contributing on a developing operational team? Do you have an understanding of financial reporting requirements for real estate products? The Analyst, Shareholder Reporting, Real Estate Financial Statements Production role is a rare opportunity to participate in the establishment of a real estate funds’ platform.
The role will contribute on a team that delivers accurate, timely financial reports required for real estate funds. Primary responsibilities of the role relate to the Core Real Estate Fund established as a REIT and includes quarterly/annual reporting, responsibility for Securities Exchange Act of 1934 Reporting with SEC (including Forms 10Q, 10K, 8K), SOX 404 compliance as well as the use of Yardi accounting software.
In this role you will prepare and review financial statements to ensure they are accurate, timely and adhere to GAAP and other relevant accounting standards. Your ability to work within an operations team, meet deadlines, resolve production issues, and implement process improvements will assist at increasing efficiency and quality. You will engage closely with the Direct Real Estate Finance Team, Alternative Accounting, and the products’ external auditors in overseeing quarterly and annual financials, and regulatory filings as well as the audit cycle.
You will be part of a team dedicated to alternative products and focused on identifying short and long-term processes, controls, and technology solutions to support operational proficiency on new and evolving products. You will think and work across Fidelity partnering with the rest of the Fidelity Fund and Investment Operations (FFIO) organization and collaborate with business partners in the Direct Real Estate Investment and Finance Teams, Asset Management including its Treasurer’s Office and Compliance, Risk & Business Operations.
Bachelor’s degree or equivalent with 3+ 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 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
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!
Fidelity’s Onsite Working Model
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.
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.
Here to help you grow your savings and invest in the life you want.
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
Offices: 245 Summer St, Boston, MA 02210, US
Here to help you grow your savings and invest in the life you want.
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
Offices: 245 Summer St, Boston, MA 02210, US
