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skillventory - A Leading Talent Research Firm

Manager, Digital Products – Shareholder Reporting

skillventory - A Leading Talent Research Firm

Manager of Digital Products Shareholder Reporting at Fidelity, leading initiatives for digital asset financial statements and compliance. Overseeing operational efficiencies and collaborative reporting processes.

Posted 5/21/2026full-timeMerrimack • Massachusetts, New Hampshire, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

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Hard Skills
financial reportingautomation of reporting processesdata proficiencyUS GAAPinvestment company reportingrisk managementcontrolsregulatory compliancealternative investmentsdigital products
Soft Skills
leadershipprocess improvementoperational efficiencycollaborationcommunication
Tools & Technologies
GenevaInvestOneExcel
Certifications & Qualifications
Bachelor's degreeMBACPA
Industry Keywords
financial servicesdigital asset products

About the role

Key responsibilities & impact
  • Manage and lead key initiatives in digital product readiness and shareholder reporting
  • Prepare, review, and coordinate financial reports for accuracy and compliance
  • Oversee the production of digital asset product financial reports
  • Help drive operational efficiencies via automation of reporting processes
  • Collaborate with teams to enhance processes and support growing product sets

Requirements

What you’ll need
  • Bachelor’s degree with 4+ years of experience in financial services
  • Advanced knowledge of alternative investments and digital products
  • In-depth knowledge of US GAAP and investment company reporting
  • Strong understanding of risk, controls, and regulatory requirements
  • Experience with accounting and reporting platforms (e.g., Geneva, InvestOne)
  • Strong data proficiency, including Excel
  • Proven ability to lead process improvement and operational efficiency
  • Excellent written and verbal communication skills
  • MBA or CPA preferred

Benefits

Comp & perks
  • Health insurance
  • Retirement plans
  • Professional development
  • Paid time off