Analyst, Alternative Investments – Shareholder Reporting

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Analyst in Alternative Investments preparing financial reports ensuring accuracy and compliance. Collaborating within Fidelity to enhance operational efficiencies under regulatory requirements.

Posted 6/23/2026full-timeMerrimack • New Hampshire, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

financial reportingcomplianceoperational efficienciesfinancial statements10-K filings10-Q filingsdata analysisdata visualization

Soft Skills

collaborationcommunicationrepresentation

Tools & Technologies

Microsoft OfficeTableau

Industry Keywords

financial servicesasset managementauditcustodian bankalternative asset classes

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Prepare the production of financial reports to ensure accuracy and compliance
Participate and/or lead operational efficiencies to scale and automate processes
Interact with many groups within the Fidelity organization
Effectively represent the business to customers and business partners

Requirements

What you’ll need

Bachelor’s degree expected
3+ years of financial services experience with an asset manager, audit firm or custodian bank
Accounting and operational knowledge for alternative asset classes
Experience preparing financial statements and related content for 10-K and 10-Q filings
Ability to effectively collaborate with all levels of staff and business partners
Strong computer and application skills, including Microsoft Office applications
Familiarity with data analysis and visualization tools (e.g., Tableau)

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Professional development