Senior Financial Analyst

2 weeks ago

Boston, United States Fidelity Investments Full time
Job Description:

As part of the Central Finance team in Asset Management this role provides a tremendous learning opportunity to develop and enhance essential finance skills, while using the latest tools and technology and working with a diverse team.

The team collaborates with a variety of business partners including senior management, line finance and the strategy team to drive finance initiatives and deliverables across Asset Management. The candidate will develop deep expertise in financial planning and governance processes, executive support, management reporting, benchmarking as well as business metrics and KPIs. In addition, the candidate will have multiple opportunities to lead or contribute to critical short and long term finance initiatives.

A successful candidate will need to demonstrate exceptional analytical and problem-solving capabilities, ability to work independently on executive requests, creativity to develop insights and presentations on complex analysis for the senior team and the ability to manage multiple priorities and demonstrate flexibility in a fast-paced environment.

The Role
  • Provide ongoing financial support and analysis for Asset Management organization
  • Support the planning process including multi-year plan, operating plan, budget and forecasts
  • Become an expert in the tools and systems used by the team
  • Assist in development of executive presentations for senior management to help inform decision making
  • Drive short and long term finance initiatives
  • Provide adhoc analysis and support as needed
The Expertise and Skills You Bring
  • Undergraduate degree or equivalent experience in Finance or Accounting
  • 5+ years of work experience, preferably in a product or financial analyst role
  • Experience working with Fidelity funds/institutional products preferred
  • Excellent written and verbal communications skills; ability to communicate effectively with Finance and business partners at varying levels of the organization
  • Intellectual curiosity, strong analytical and problem-solving skills
  • Ability to envision the "big picture" while maintaining close attention to detail.
  • Ability to prioritize tasks based on urgency and relevance and reliably meet deadlines
  • Strong desire and willingness to learn new skills
  • Energetic, demonstrates initiative and active teammate
  • Proficiency in financial modeling and presentation tools (Excel, PowerPoint) with experience in Anaplan, TBM, NGAV/Power BI
The Value You Deliver
  • Provide superior, insightful analysis to enable leadership to make sound, well informed decisions.
  • Develop an in-depth understanding of AM's financial results, including drivers and emerging trends
  • Develop executive views and insights for quarterly business reviews
  • Remain current on the news and issues in the investment management industry
  • Provide ad hoc analysis as needed


Certifications:

Category:

Finance

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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