Jobs in Westlake, United States

Lead regulatory reporting for SEC-registered investment companies in Westlake, TX. Oversee accurate filings, drive automation and process improvements, and mentor a high-performing team. Requires 5+ years of mutual fund or asset management experience.

Operations-focused Analyst role in Westlake preparing financial reports for alternative investment products including BDCs, Limited Partnerships and REITs. Requires 3+ years of financial services experience, accounting knowledge of alternative asset classes and 10-K/10-Q filing expertise.

Senior Financial Analyst needed in Westlake for regulatory reporting under SEA Rules 15c3-3 and 15c3-1. Requires finance degree, advanced Excel skills, and strong analytical abilities. FINRA Series 99 preferred.

Join Fidelity as an Associate Analyst in Brokerage Treasury Operations in Westlake, TX. Leverage 2+ years of payment or treasury experience to drive accurate money movement, reconciliation, and risk management.