Director, Alternatives Shareholder Reporting

The Role

We are seeking a Director of Alternative Investments and Regulatory Reporting to ensure the organization remains well-positioned amidst evolving investment products and regulatory requirements. This role involves evaluating the impact of emerging investment products and new regulations on shareholder reporting, translating complex regulatory and product developments into practical, scalable reporting solutions, and collaborating with various functions to implement these solutions.

Responsibilities

• Analyzing new regulatory requirements, accounting guidance, and emerging investment products to determine accounting and reporting impacts.
• Converting technical concepts into clear, actionable insights for reporting, business functions, and decision-makers.
• Collaborating with production, operations, and leadership teams to evaluate impacts and outline feasible implementation strategies.
• Leading cross-functional discussions and driving alignment on complex or ambiguous topics.
• Communicating key implications, risks, and recommendations to senior management and collaborators.
• Developing scalable documentation, frameworks, and mentorship to support consistent execution.
• Supporting and leading training efforts to build organizational knowledge in complex and evolving areas.
• Functioning as a subject matter resource, supporting the organization’s responses to continuous industry and regulatory shifts.

Requirements

• Over 8 years of experience in financial services, including investment management accounting/reporting or operations, or audit/advisory experience.
• A strong understanding of investment company reporting, U.S. GAAP, and regulatory frameworks.
• CPA preferred.
• Strong analytical skills, attention to detail, and ability to prioritize and navigate ambiguity.
• Effective communication of complex topics, influencing collaborators across all levels.

Skills

• Forward-looking perspective.
• Strong analytical capabilities.
• The ability to collaborate effectively across functions.

Benefits

Our team is dedicated to delivering shareholder reporting solutions within Fidelity's Fidelity Fund and Investment Operations (FFIO) organization. We support Shareholder Reporting by growing capabilities and ensuring operational readiness for new products and requirements. We are committed to building an enduring culture of inclusion and belonging that attracts, develops, and retains a diverse workforce.

Pay

The base salary range for this position is $103,000-211,000 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.

Schedule

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.