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How much do fidelity investment jobs pay per year?

As of Aug 6, 2026, the average yearly pay for fidelity investment in the United States is $97,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $117,500.00 per year, depending on experience, location, and employer.

What is a Fidelity Investment?

A Fidelity Investment job refers to a role within Fidelity Investments, a financial services company specializing in investment management, retirement planning, brokerage services, and wealth management. Employees work in various positions, including financial advisors, customer service representatives, analysts, and technology specialists. These roles support clients in managing their investments, financial planning, and navigating the markets. Fidelity offers career opportunities with competitive benefits and professional development programs.

What does a typical career path look like for someone working at Fidelity Investments?

At Fidelity Investments, professionals often start in entry-level roles such as investment representative or financial consultant, where they develop foundational skills in client management and financial products. With experience and performance, employees can advance to senior consultant, portfolio manager, or even leadership positions in specialized areas like wealth management or institutional investing. Fidelity places a strong emphasis on professional growth, offering internal training and opportunities for industry certifications. The company's collaborative environment and structured mentoring programs help employees navigate their career progression and take on greater responsibilities over time.

What are the key skills and qualifications needed to thrive in the Fidelity Investment position, and why are they important?

To excel at Fidelity Investments, professionals generally need a strong background in finance, investment analysis, and client relationship management, typically evidenced by a relevant degree or industry certifications such as the Series 7 or CFA. Experience with financial planning software, CRMs, and Bloomberg terminals is often required in day-to-day tasks. Effective communication, integrity, and a results-driven mindset are highly valued soft skills within this environment. These competencies are vital to providing sound investment advice, fostering client trust, and achieving organizational goals in a competitive financial sector.

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Fidelity Investment jobs near you
Infographic showing various Fidelity Investment job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 85% Full Time, 13% Part Time, and 1% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $97,073 per year, or $46.7 per hour.

Sr. Manager, Alternative Investments Limited Partnership Shareholder Reporting

Fidelity Investments

Merrimack, NH

Full-time

Re-posted 20 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description

Job Description:

NOTE: Fidelity will not provide sponsorship for this position.

The Role

Are you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products? In this role you will prepare, review, and coordinate the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards. Products in scope may include Limited Partnerships and REITs with investments in alternative asset classes. Your ability to work within an operations team and to meet deadlines will be essential to our success in delivering high-quality financial reporting for Fidelity's Investment Products. You will also participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures. The role will interact with many groups within the Fidelity organization and effectively represent the business to customers and business partners.

The Expertise and Skills You Bring

  • Bachelor's degree expected, MBA or CPA preferred
  • 5 years of financial services experience with an asset manager, audit firm or custodian bank, preferably in accounting operations or administration for alt investment products
  • Extensive working experience using Geneva platform for partnership accounting and reporting preferred
  • Advanced accounting and operational knowledge for alternative asset classes (e.g., real estate, private debt, private equity, distressed securities)
  • In-depth knowledge of US GAAP financial reporting standards for nonregistered investment partnerships and familiarity with a variety of product structures including onshore and offshore LPs, master-feeder, open-ended and closed-ended arrangements
  • Advanced excel skills and experience translating accounting data into financial statement presentation
  • Ability to lead independently and in an operations-focused, fast paced team environment
  • Strong working knowledge of project and relationship management
  • Excellent written and verbal communication skills and strong presentation capability

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

Fidelity's Onsite Working Model
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.

Certifications:Category:Investment Operations

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.

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