Financial Analyst

3 weeks ago

Boston, United States Fidelity TalentSource LLC Full time



Job Description:

This role provides a tremendous learning opportunity, as part of the Asset Management Finance Team within Fidelity Management & Research Company (the investment management arm of Fidelity) to develop and enhance essential\u00A0 finance skills, while using the latest tools and technology and working with a dynamic team.\u00A0

The AM Finance Team collaborates with a variety of stakeholders including senior management, central finance and the strategy team to drive finance initiatives and deliverables across Asset Management.\u00A0 The candidate will focus on providing financial support primarily for the Fixed Income and Quant Divisions within Asset Management with possible additional support to the Equity Division. As a member of AM Finance the candidate will also have multiple opportunities to lead or be part of critical short and long term finance AM wide initiatives.

A successful candidate will need to demonstrate analytical and problem-solving abilities, strong verbal and written communication skills and the ability to manage multiple priorities and demonstrate flexibility in a fast-paced environment.\u00A0

The Purpose of Your Role

  • Provide financial support and analysis for the Fixed Income, Equity and Quant Research & Investment Divisions
  • Support the planning process including multi-year plan, operating plan, budget and forecasts
  • Provide senior finance executives with insightful analysis
  • Drive short and long term finance initiatives
  • Support business case development and analysis
  • Assist in development of executive presentations for senior management to help inform decision making

The Expertise and Skills You Bring

  • A bachelor's degree in Finance, Accounting, Economics, or equivalent; MBA or advance degree a plus
  • 2+ years of professional experience in Finance with a successful track record of in financial modeling and analysis
  • Familiarity with financial databases, planning solutions, and visualization tools a plus. (Power BI, Tableau, and Anaplan)
  • Experience in financial services is preferred
  • Ability to prioritize tasks based on urgency and relevance and reliably meet deadlines
  • Strong analytical and problem-solving skills
  • Ability to envision the "big picture" while maintaining close attention to detail.
  • Verifies, correlates, compares, and organizes data to present it in a way that facilitates analysis and forecasting.
  • Demonstrates understanding of process flow and makes recommendations for improvement.
  • Ability to work independently and solve a variety of moderately complex problems
  • Demonstrate confidence in explaining, defending and or challenging analytical findings
  • Displays strong desire and willingness to learn new skills
  • Highly motivated, energetic, and hardworking self-starter and team player
  • Excellent verbal and written communication skills can articulate clearly with all levels of associates within the organization.
  • Strong interpersonal skills: ability to build relationships with business partners. \u00A0

The Value You Deliver

  • Provide superior, insightful analysis to enable leadership to make sound, well informed decisions.
  • Key participant in the quarterly, annual, and multi-year planning process, ensuring deliverables are met and efficiencies created where possible
  • Develop executive views and insights for quarterly business reviews
  • Refine and enhance the division s costing and profitability process
  • Remain current on the news and issues in the investment management industry

The Team

As a member of AM finance you will provide meaningful analysis to senior management and be part of a dynamic, fast paced environment.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a

Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. 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).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

fidelitycareers.com .

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

accommodations@fmr.com .

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