Senior Manager, Finance

4 days ago


Dorchester Center, United States Fidelity Investments Full time
Job Description:

Position Description:

Advises on strategic priorities using asset management industry databases -- SimFund, Bloomberg, and eVestment. Develops and executes a strategic vision for Continuous Integration (CI) activities. Develops and interprets information by formulating and applying mathematical models and optimizing methods. Presents business strategy and results, including quarterly business reviews, all hands meetings, and board meetings using PowerPoint and Excel. Develops and supplies optimal timing, costing, or logistics networks for programming evaluation, reviewing, or implementation. Studies and analyzes information on alternative courses of action to determine which plan will offer optimal outcomes.

Primary Responsibilities:

  • Facilitates the completion of benchmarks studies.
  • Develops decision support software, service, or products.
  • Identifies and assesses strategic and competitive opportunities.
  • Prepares management reports.
  • Defines and evaluates problems and recommends solutions.
  • Assists management in decision making and policy formulation.
  • Completes time-sensitive analysis of key events -- mergers and acquisitions.
  • Collaborates with senior managers and decision makers to identify and solve a variety of problems and to clarify management objectives.
  • Researches and assesses asset management industry trends and competitive dynamics.
  • Collaborates across business units on cross-functional reports and analysis.
Education and Experience:

Bachelor's degree (or foreign education equivalent) in Business Administration, Economics, Computer Science, Computer Information Systems, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and five (5) years of experience as a Senior Manager, Finance (or closely related occupation) conducting industry research and data analysis on financial institutions and asset managers using Bloomberg, Morningstar, SimFund, and the Microsoft Office Suite (Excel, PowerPoint, and Word).

Or, alternatively, Master's degree (or foreign education equivalent) in Business Administration, Economics, Computer Science, Computer Information Systems, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and three (3) years of experience as a Senior Manager, Finance (or closely related occupation) conducting industry research and data analysis on financial institutions and asset managers using Bloomberg, Morningstar, SimFund, and the Microsoft Office Suite (Excel, PowerPoint, and Word).

Skills and Knowledge:

Candidate must also possess:
  • Demonstrated Expertise ("DE") researching and analyzing financial institutions -- Banks, Insurance Companies or Asset Managers -- by extracting, mining, triangulating, and analyzing data from industry sources (SimFund, Morningstar, CapitalIQ, or Bloomberg) using data analysis, synthesis, and delivery.
  • DE preparing customized, executive-level PowerPoint presentations using Microsoft Office (Excel, PowerPoint, and Word) to identify and analyze competitive and industry trends, key news events, or specific industry topics and assessing the strategic implications for use by senior business stakeholders.
  • DE creating regular (weekly, monthly, or quarterly) reports or articles covering financial industry trends, competitive dynamics, or investment market developments for consumption by a wide audience of business associates and/or external industry participants.
  • DE providing management or oversight of junior researchers or analysts focused on conducting secondary research or financial analysis on financial industry firms or investment market data; and monitoring team utilization and providing quality control in the development of presentations, reports, or articles for use by senior business stakeholders.


#PE1M2

Certifications:

Category:

Business Strategy

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).

  • Dorchester Center, United States The Ladders Full time

    Center , United States of America, McLean, Virginia Senior Director, Product Management, Finance Product & Data Solutions Do you want to be part of a team transforming an entire department by discovering business needs, uncovering where value lies, and working with technology, design, subject-matter experts, and finance professionals to create optimal...


  • Dorchester Center, United States Boston Consulting Group Full time

    WHAT YOU'LL DO Voluntary Investment Platform was launched by BCG in 2016 for its Managing Director & Partner cohort (MDPs) as well as other senior employees of the firm. The Platform provides BCG investors with ability to invest in alternative assets through investment funds created by BCG. The platform is also designed to make it easier for BCG investors to...


  • Dorchester Center, United States Capital One Financial Corp Full time

    Center 2 (19050), United States of America, McLean, Virginia Senior Director, Product Management, Finance Product & Data Solutions Do you want to be part of a team transforming an entire department by discovering business needs, uncovering where value lies, and working with technology, design, subject-matter experts, and finance professionals to create...

  • Director of Finance

    4 weeks ago


    Dorchester Center, United States The Ladders Full time

    Columbus Trading Partners USA Inc.Cybex Brand Job ProfileTitle: Director Finance Responsibilities & Candidate Profile: The Director Finance will be responsible for all aspects of financial planning and analysis, including: budgeting and forecasting; development of management reports; design and deployment of key operating metrics and the company scorecard;...

  • Senior Analyst

    3 weeks ago


    Dorchester Center, United States Manulife Financial Corporation Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Finance Manager

    4 weeks ago


    Dorchester, United States Emmanuel Gospel Center Full time

    **The Emmanuel Gospel Center is seeking a Finance Manager** The Emmanuel Gospel Center (EGC) strengthens Christian leaders to serve urban communities. EGC takes time to learn how the city, the church, and their related systems are changing; we connect with the people involved to build strong working relationships; and we equip where it is most strategic,...


  • Dorchester Center, United States The Ladders Full time

    Summary: The Alternatives Finance Group acts as an intermediary between the private equity portfolio managers and external vendors including the fund administrators, audit, and tax professionals. This position will have primary responsibility of assisting in all aspects of operations for various private equity funds across the Neuberger Berman platform as...


  • Dorchester Center, United States The Ladders Full time

    Senior Director - Treasury, Capital Structure, Investor Relations? Firm Overview: Cambridge Associates is a leading global investment firm. We work with the world's largest and most sophisticated non-profit institutions, pension plans, and private clients to build investment portfolios that help them meet their philanthropic goals, pensioners' obligations,...

  • Senior Risk Manager

    2 weeks ago


    Dorchester Center, United States Boston Consulting Group Full time

    WHAT YOU'LL DO The Enterprise Risk Management (ERM) function is dedicated to developing and implementing strategy for identifying and managing significant risk exposures at BCG. The function aligns itself with the internal staff at BCG where each office, internal function, Managing Director and Partner (MDP), and all employees bear the responsibility for...


  • Dorchester Center, United States Publicis Groupe Full time

    Company Description Digitas is the Networked Experience Agency, built on the vision that we create magnetic experiences that earn the right for brands to exist in human networks. Today, and tomorrow. We deliver Networked Experiences by leveraging comprehensive data, technology, creative, media and strategy capabilities. Digitas delivers ambitious outcomes...


  • Dorchester Center, United States The Ladders Full time

    Company Description Would you like to contribute to exciting digital transformation projects with people who are passionate about innovation? With TeamWork Management, the possibilities are endless. We are a local fast-growing company with a global reach, powered by the Swiss group TeamWork Corporate and 20 years of uninterrupted growth. Joining our...

  • Associate Director

    4 days ago


    Dorchester Center, United States CrossCountry Consulting Full time

    From the beginning, our goal was to establish an advisory firm that stands apart from the rest - one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our...

  • Senior Risk Manager

    4 weeks ago


    Dorchester Center, United States Boston Consulting Group Full time

    WHAT YOU'LL DO The Enterprise Risk Management (ERM) function is dedicated to developing and implementing strategy for identifying and managing significant risk exposures at BCG. The function aligns itself with the internal staff at BCG where each office, internal function, Managing Director and Partner (MDP), and all employees bear the responsibility for...


  • Dorchester Center, United States Orrick Full time

    OverviewOrrick currently has an excellent opportunity for a Senior Business Development Manager based in our Boston office. ResponsibilitiesThe Objective: As the Senior Business Development Manager, you will play a pivotal role in telling our Life Sciences story, developing effective go-to-market strategies, supporting client development and creating and...


  • Dorchester Center, United States HSBC Full time

    Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our...

  • Tax Senior

    4 weeks ago


    Dorchester Center, United States The Ladders Full time

    Job Type Full-time Description Company Overview: TA Realty LLC ("TA") is among the largest and most experienced real estate investment management firms in the United States. Since inception, the firm has acquired, invested and/or managed over $39.0 billion of real estate and acquired over 1,200 industrial, multifamily, retail, office, mixed-use, and data...


  • Dorchester Center, United States Capital One Financial Corp Full time

    Center 2 (19050), United States of America, McLean, Virginia Senior Lead Data Engineer Do you love building and pioneering in the technology space? Do you enjoy solving complex business problems in a fast-paced, collaborative, inclusive, and iterative delivery environment? At Capital One, you'll be part of a big group of makers, breakers, doers and...

  • Senior Manager, Tax

    4 weeks ago


    Dorchester Center, United States Fidelity Investments Full time

    Job Description: Reporting to the tax director, this position is a key contributor to the tax compliance group with significant growth opportunity. If you are a highly motivated and experienced tax professional looking to be part of a growing, high caliber team environment then this is an opportunity you should consider. The Team The Fidelity tax department...


  • Dorchester Center, United States The Ladders Full time

    Pay Philosophy The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as...


  • Dorchester Center, United States Manulife Financial Corporation Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...