21 Shareholder jobs in the United States

Job Description:

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 Manager, 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, review, and coordinate the production of 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.

The Expertise and Skills You Bring

• Bachelor’s degree or equivalent with 5+ 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 and lead 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

The Team

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

#Fidelity Alts

Certifications: Category: Business Analysis

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.

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.

Job Description

Job Description

Tyonek Native Corporation is collecting Shareholder resumes to build a skills database for potential future job opportunities. The positions could be located anywhere Tyonek currently has contracts and/or manufacturing work (AL, CA, SC, NC, VA, MD, MS, TX, GA, HI, KY, FL, & NM)

All Tyonek Shareholders and members of the Shareholder Talent Bank are encouraged to submit their resumes. The Talent Bank is a resource for Hiring Managers and is designed to connect Shareholders with job training and employment opportunities that match their skills, experience, and career interests. These position could be any location Tyonek currently has contract or manufacturing work.

Job Posted by ApplicantPro

**Job Description**
Duties centers on providing expertise and support services needed to maintain shareholder records.
**Responsibilities**
+ Provides in-house staff support by providing a wide variety of information needed to handle Shareholders inquiries.
+ Provides a wide variety of services/assistance to Shareholders in such areas as referral to potential sources of community assistance, etc. Handles such shareholder matters as verifications, change of address, applications, enrollment input, filing, dividend verifications, general office support, CIB, etc.
+ As a first point of contact, works with Shareholders to assist them in gaining access to available services. Explains NANA's services, procedures, and requirements to Shareholders. Travels to villages to assist area shareholders with a variety of matters.
+ Prepares direct written correspondence to address shareholder inquiries. Fields phone calls and walk-ins by providing basic shareholder information.
+ As a first point of contact, provides others with general information regarding shareholder training and developmental activities. Maintains assigned area's computerized data base(s).
+ Following generally established standard office practices and procedures, handles incoming internal and external mail, phone calls, correspondence, faxes, parcels, gathering of basic data, completing reports, etc. Confirms those given any shareholder or training material will be able to properly respond in a timely manner.
+ Operates or performs such standard office duties such as producing general office written or electronic correspondence, handling a variety of telephone and office equipment, observing proper procedures to handle records or other materials, etc.
+ Operates in a climate of confidentially requiring discretion. Helps with the preparation and administration of all annual/informal Shareholder meetings.
+ May utilize specialized computer systems and applications with unique applications being used at the discretion of the department. May refer some matters to others in the organization who could best take the appropriate action to respond/handle Shareholder's needs.
+ This position has no supervisory responsibilities.
+ Other duties that are pertinent to the department or unit's success also may be assigned.
**Qualifications**
**Technician I**
+ High school diploma or GED equivalent.
+ Must be able to operate typical PC software programs.
+ Driver's License with a driving record that meets NANA's insurance requirementspreferred.
**Technician II**
+ All of the above and demonstrated ability to master the duties required of a Technician II.
**Technician III**
+ All of the above and demonstrated ability to master the duties required of a Technician III.
+ Ability to work independently with minimal supervision.
**Specialist**
+ All of the above and demonstrated ability to master the duties required of a Specialist.
+ Advanced computer skills with reporting experience.
Working Conditions and Physical Requirements
**Weather:** Indoors - environmentally controlled; requires most or all work to be done inside.
**Noise level:** The noise level in the work environment is usually that of a standard office atmosphere.
**Description of environment:** Office building with standard office environment.
**Physical requirements:** Employee is required to occasionally lift and/or move up to 25 lbs. Frequently required to sit, stand, walk, use hands/fingers to handle or feel, climb, stoop, kneel, crouch or crawl, talk/hear, see, taste/smell, and carry weight/lift.
**Travel:** No
Competencies
Language skills sufficient to read and comprehend simple instructions, short correspondence, and memos. Write simple correspondence. Effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Math skills sufficient to add and subtract two-digit numbers and to multiply and divide with 10's and 100's.
Reasoning abilities sufficient to apply common sense understanding to carry out detailed but uninvolved written or oral instructions
**Equal Opportunity Employer** NANA Regional Corporation, Inc. and its subsidiaries are equal employment opportunity employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender (including pregnancy, gender-identity and sexual orientation), age, disability, genetic information, veteran protected status or any other characteristic protected by applicable law. NANA grants employment preference to shareholder of NANA, their spouses and descendants to the extent allowed by law.
**Accommodation Requests for Job Seekers with a Disability.** If you are a job seeker with a disability and require accessibility assistance or an accommodation for any part of the employment process, contact us at or .
**Default: Location : Location** _US-AK-Kotzebue_
**Job ID** _ _
**Work Type** _On-Site_
**Work Location** _Kotzebue_

**Job Description**
Reporting to the President and Chief Executive Officer (CEO), the Vice President of Shareholder Relations provides strategic leadership and oversight of shareholder engagement, services, and workforce readiness programs, fostering strong relationships and opportunities that honor NANA's mission, values, and Iñupiat Iḷitqusiat. Working with executive leadership, this role is responsible for supporting, organizing, prioritizing, and advancing shareholder matters for the President & CEO; planning and strengthening NANA's relationship with its shareholder community to include effective shareholder communications; and overseeing shareholder service programs with a primary focus on providing exceptional opportunities and services for NANA shareholders.
**Responsibilities**
**_Shareholder employment and workforce readiness_**
+ Leads the development, management and implementation of programs and activities that support shareholder employment and workforce readiness. Shareholder employment encompasses supporting shareholders in securing employment in the career and location of their choice, while workforce readiness ensures they are equipped with the knowledge, skills, and abilities needed to successfully enter and thrive in the workplace.
+ Establishes external relationships, works closely with other organizations (i.e. Alaska Native Corporations, technical schools, colleges, etc.) and represents NANA on various task forces, boards and commissions that have potential impact on shareholder employment and workforce
+ Collaborates with the NANA family of companies, joint ventures, external partners, and human resources to assess workforce needs and establish shareholder training and development programs to help address those needs.
+ Responsible for defining, tracking and reporting on quantifiable and concrete measures taken in support of shareholder development and workforce readiness.
+ Helps shareholders identify career pathways and achieve educational goals through internships, career advancement, and other opportunities.
+ Establish and support a strong NANA presence in schools to promote career readiness and increase awareness of career pathways ensuring alignment with educational programming.
+ Creatively markets, attract and identifies shareholders to participate in development and workforce readiness programs.
**_Shareholder Records_**
+ Ensures the appropriate maintenance and integrity of the Corporation's shareholder records, database, and associated files. Responsible for shareholder mailouts, stock transfers and other activities in accordance with Alaska Law, ANCSA and corporate policies. Maintains shareholder confidentiality.
**_Shareholder meetings and outreach_**
+ Manages the planning, coordination and execution of the NANA annual meeting, shareholder informal meetings, nominations meetings, career fairs and other shareholder events.
+ Serves as key advisor to communications department, IT department and leadership in the development of company shareholder communications materials, including the annual report, proxy statement, presentations, shareholder portal and other written, oral, or visual communications.
+ Ensures the efficiency and effectiveness of NANA's shareholder communications by delivering timely, accurate, and responsive support.
+ Provide leadership and visibility in the schools for youth outreach programs.
**_Language and Culture_**
+ Designs and delivers youth-focused programming in schools and communities that incorporates Iñupiat Iḷitqusiat, ensuring cultural relevance and engagement.
+ Implements the NANA Board directive to make Iñupiat Iḷitqusiat the foundation of the work NANA strives to accomplish by working closely with the Shareholder Relations Committee.
+ Coordinates and provides logistical support for Regional Elders Council and Iñupiaq Language Commission meetings, ensuring effective participation and cultural alignment.
+ Manages interpretation and translation services for NANA, Regional Elders Council, and Iñupiaq Language Commission meetings to support accessibility and inclusion.
+ Serves as liaison with the Aqqaluk Trust to ensure coordination and support for programs that benefit shareholders including Iñupiaq language and culture programs.
+ Acts as the primary liaison with the Aqqaluk Trust to foster communication and alignment for shareholder-focused initiatives, including programs that promote Iñupiaq language revitalization and cultural learning.
**_Shareholder benefits_**
+ Develops, advances, and promotes opportunities for NANA shareholders. Maintains positive relationships with leaders, governments, and other organizations to promote resources and services for NANA's shareholders.
+ Proposes, develops, manages, implements, and administers programs and activities that support shareholders, including but not limited to medical assistance, burial assistance, and internship programs.
+ Supports individual shareholders, assisting, counseling, and advocating for them as necessary.
+ Leads NANA's language, cultural and educational activities for all shareholders, located both in and outside the NANA region; collaborates with organizations involved with language and culture revitalization efforts.
**_Leadership_**
+ Evaluates Department's programs, their effectiveness, and the systems in place for achieving department objectives in a timely manner. Evaluates NANA operational activities and devises effective solutions in solving shareholder relations related issues.
+ While this role does not directly report to the Board, incumbent supports the board's shareholder relations committee planning and meetings.
+ As a senior management team member, the VP of Shareholder Relations works collaboratively with the company's leadership and departments and assists the President & CEO in achieving the objectives of the Corporation.
+ As a member of the senior management team, provides internal and external leadership to drive measurable progress toward NANA's objectives, while fostering strong relationships with departments, subsidiaries, joint ventures, partners, and external organizations.
+ Develops and implements the department's approved budgets and achieves operational and strategic plans in a timely manner. Duties shall be performed in accordance with the directives of NANA; policies established by NANA's Board of Directors; the By-laws of the Corporation; all binding agreements; and all applicable local, state, and federal laws.
+ Other duties that are pertinent to the department and NANA's success may be assigned.
**Qualifications**
+ Bachelor's degree in business administration, education, human services, or a related field of study.
+ 10 + years of managerial and leadership experience that demonstrates success in executive leadership, program operations and business delivery. _Experience in the NANA region preferred._
+ Experience with providing leadership on workforce readiness programs.
+ Knowledge about Inupiat culture and experience leading culturally relevant programs.
+ Proven track record of partnering to strengthen program service delivery resulting in successful outcomes for the recipient of the services.
+ Excellent verbal, written communication skills and the ability to present to different audiences including senior leaders, the board, business leaders and other organizations.
+ Ability to analyze problems, develop and implement creative solutions.
+ Proven track record of effectively interacting with senior management, working strategically and collaboratively, being action oriented and working in a fast-paced, team environment.
+ Valid driver's license with an acceptable driving record to be eligible under NANA's vehicle insurance policy.
Preferred Requirements
+ Master's degree in business administration, education, human services, or a related field of study.
Competencies
+ Strategist: Works in partnership with NANA's executive leadership and direct reports to develop a clear vision and strategy for key functions for which the role is accountable consistent with Company's overall strategy. Ability to organize, plan and implement action to deliver on strategies and goals.
+ Intellectual acumen: Strong analytical and process skills able to clearly and simply inform all constituencies toward a common understanding of business, reputation and cultural performance.
+ Integrity: Unyielding business ethics, personal integrity and values that align with those of the organization and the Inupiat Culture.
+ Communicator & Engager: Ability to engage and motivate stakeholders through powerful listening, speaking and written communication. Creates clarity to all constituents to see, create and achieve positive business and reputational success.
+ Judgment: Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions
+ Leadership: Demonstrates skills and behaviors that create and contribute to superior performance. Effectively manages change, is a problem solver and displays drive and purpose.
+ Creates a positive environment for his/her teams to take authority and knowing when collaboration with other functions and the broader business is imperative.
Working Conditions and Physical Requirements
Weather: Indoors - environmentally controlled; requires most or all work to be done inside.
Noise level: The noise level in the work environment is usually that of a standard office atmosphere.
Description of environment: Office building with standard office environment.
Physical requirements: Employee is required to occasionally lift and/or move up to 25 lbs. Frequently required to sit, stand, walk, use hands/fingers to handle or feel, climb, stoop, kneel, crouch or crawl, talk/hear, see, taste/smell, and carry weight/lift.
Travel: Employee may travel up to 40% to various locations within the U.S. and/or remote locations and may be required to use alternative modes of transportation, including but not limited to snow machines, boats, small airplanes and ATVs.
**Equal Opportunity Employer** NANA Regional Corporation, Inc. and its subsidiaries are equal employment opportunity employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender (including pregnancy, gender-identity and sexual orientation), age, disability, genetic information, veteran protected status or any other characteristic protected by applicable law. NANA grants employment preference to shareholder of NANA, their spouses and descendants to the extent allowed by law.
**Accommodation Requests for Job Seekers with a Disability.** If you are a job seeker with a disability and require accessibility assistance or an accommodation for any part of the employment process, contact us at or .
**Default: Location : Location** _US-AK-Kotzebue_
**Job ID** _ _
**Work Type** _On-Site_
**Work Location** _Kotzebue_

**What You'll Do**
You will provide mutual fund transaction processing and maintenance services to mutual fund shareholder accounts. Success in this career is warranted with having high attention to detail, "big picture" mentality, and being intellectually curious!
**Your day will be filled with:**
+ Providing timely and detailed responses to shareholders, sales force and/or shareholder services team through various communication means.
+ Assisting in the development and implementation of new work procedures and processes.
+ Guaranteeing customer satisfaction through completing routine shareholder transaction processing services in a timely and accurate manner.
+ Representing the company in a professional manner that cultivates a long-term relationship through education with shareholders and sales force.
+ This role is associated with FINRA and would require fingerprinting. While this level does not require FINRA licensing, further development within this department would require FINRA Series 6 or 7 licensing.
+ Perform other job-related duties or special projects as required.
**Who You Are**
+ High school graduate or equivalent.
+ Associate / Bachelor's degree with 1+ years of related work experience (financial services industry and/or operations) preferred.
+ Knowledge of the organization's products and services preferred.
+ Excellent verbal and written communication, interpersonal, organization, planning, problem solving, prioritization, mathematical, and time management skills.
+ Strong attention to detail and the skill to implement tasks with a high degree of accuracy while working independently.
+ Basic computer skills and ability to obtain knowledge of business unit software.
+ Basic 10-key calculator skills.
**Salary Range Information**
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
**Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)**
$19.47 - $35.19 / hour
**Time Off Program**
Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.
**Pension Eligible**
No
**Work Environments**
This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, Charlotte, NC, or Raleigh, NC).
While we're open to remote opportunities, our focus for this role will be finding qualified candidates that can work a hybrid schedule at our Des Moines, IA location.
**Work Authorization/Sponsorship**
At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers ( and Green Card for Employment-Based Immigrants ( Code of Ethics**
For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
**Experience Principal**
At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site ( to learn more about our purpose, values and benefits.
**Principal is an Equal Opportunity Employer**
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
**Posting Window**
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
**Original Posting Date**
10/8/2025
**Most Recently Posted Date**
10/13/2025

Job Description:

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.

The Expertise and Skills You Bring

• 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

Note: Fidelity will not provide immigration sponsorship for this position.

The Team

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

#FidelityAlts

Certifications: Category: Investment Operations

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.

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.

Job Description:

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.

The Expertise and Skills You Bring

• 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

Note: Fidelity will not provide immigration sponsorship for this position.

The Team

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

#FidelityAlts

Certifications: Category: Investment Operations

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.

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.

Job Description:

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 Manager, 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, review, and coordinate the production of 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.

The Expertise and Skills You Bring

• Bachelor’s degree or equivalent with 5+ 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 and lead 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

Note: Fidelity will not provide immigration sponsorship for this position.

The Team

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!

#Fidelityalts

#FFIOALTS

Certifications: Category: Investment Operations

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.

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.

Job Description:

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 Manager, 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, review, and coordinate the production of 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.

The Expertise and Skills You Bring

• Bachelor’s degree or equivalent with 5+ 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 and lead 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

Note: Fidelity will not provide immigration sponsorship for this position.

The Team

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!

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Certifications: Category: Investment Operations

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.

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.