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Associate, Client Reporting at Fidelity - ApplyBlast

Associate, Client Reporting

Fidelity

3 months ago

4.4 on Glassdoor

Smithfield, RI

Onsite

Full Time

Junior

0 applicants

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About this role

A Client Reporting Associate at Fidelity Institutional Asset Management delivers high-quality reporting and automates data workflows for institutional clients. This role involves partnering with technology, product, and client services teams to ensure data integrity, streamline manual processes, and develop scalable dashboard solutions using tools like SQL and Power BI.

Responsibilities

Produce and deliver monthly, quarterly, annual, and ad hoc client reports
Ensure all deliverables meet high standards for accuracy, consistency, and timeliness
Partner with technology teams to ensure data integrity across outputs
Contribute to the development of automated dashboard-based reporting solutions
Identify opportunities to streamline workflows and reduce manual processes

Skills

Qualifications

Bachelor's degree2 years of relevant experience

About Fidelity

fidelity.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1946

View Profile

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.