Senior Financial Analyst
7 days ago
Job Description:
Senior Financial Analyst, FI Finance (Product & Advisory Solutions Finance)
Within Fidelity Institutional (FI), our team supports three leaders and organizations accountable for developing and marketing solutions designed to help FI’s clients run their businesses, and for managing the FundsNetwork (FNW) platform on behalf of all Fidelity channels. The team’s portfolio includes a breadth of products and services, spanning Fidelity and 3rd party investment products, marketing and thought leadership, brokerage and banking solutions, and managed account products and platforms. Further, the FundsNetwork team manages relationships with over 700 asset managers whose investment products are distributed through FI, PI, and WI.
Our finance team plays a pivotal role in defining, executing, and ensuring the success of the products and services that comprise FI’s and FNW’s future-ready revenue model.
The Purpose of Your Role
Your role includes supporting and providing financial analyses related to new and existing products; supporting client/product pricing decisions; and developing and delivering product-related reporting. Success will require intellectual curiosity, comprehensive problem solving, independent thinking, confidence, and a strong work ethic. In this role, you will develop expertise related to decision support (i.e., business cases, strategic initiatives, and executive presentations), business performance evaluation, and business relationship management. You will collaborate with finance and business associates across the firm, and will interact regularly with varied members of FI’s finance and business organizations.
The Expertise You Have
Bachelor's degree in Finance, Accounting or Economics and 4-6 years of relevant work experience
Strong analytical, communication and financial modeling capabilities
Thorough understanding of financial and accounting principles and how to apply them in business
Strong knowledge of MS Excel and database querying techniques and proficiency in MS PowerPoint
The Skills You Bring
Intellectual curiosity and ability to ask questions in a variety of settings
End-to-end problem-solving capabilities, from defining complex problems to synthesizing key points
Project management skills and your ability to work effectively on multiple projects simultaneously
Strength in consolidating information from multiple sources and working with large amounts of data
Strong and accurate analytical capabilities and financial modeling skills
Solid communication skills and confidence interacting with various levels within the organization
Proactive and self-motivated drive to complete projects
Ability to handle ambiguity and work under pressure in a dynamic environment
The Value You Deliver
Collaborating on multiple projects across different business segments and initiatives
Providing on-going insight into the performance of FI and Enterprise initiatives such as Alternative Investments, Digital Assets, Model Portfolio/SMAs, Portfolio Construction
Working with the FI Central Finance team and business partners to track key KPI results for scorecards and other senior management reporting
Analyzing data, providing insights and recommendations to support business decisions including investments in new products or product enhancements, and product pricing strategy
Supporting multiple client/product pricing processes to ensure FI receives a strong return on products and solutions
Working effectively across our team to accomplish our objectives
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—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.
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 .
We welcome those with experience in jobs such as Retail Sales Representative, Bilingual Customer Service , and Payroll Specialist and others in the Accounting and Finance to apply.
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