The Role
Reporting to the Vice President of Finance, you will work closely with senior business leaders to help drive strategic decision-making through financial analysis, planning, and business partnership. Our team operates within a broader Asset Management Finance organization with a specific focus on the High Income and Alts, Asset Allocation, and Digital Asset Management business divisions. Using your financial expertise, you will deliver actionable insights to help divisions better understand business performance, find opportunities, and make informed decisions that support growth and operational excellence. You will have the opportunity to influence some of the firm's most exciting and constantly evolving product areas, including Private Credit, Liquid Alternatives, and Digital Assets.
The Expertise and Skills You Bring
- Bachelor’s degree in finance, accounting, economics, or equivalent training
- 8 plus years of relevant work experience; people-management experience preferred
- Proficiency with MS Excel and PowerPoint; experience with Power BI a plus
- Strong analytical and strategic thinking
- Advanced financial modeling skills
- Proven communication skills and confidence coordinating across various levels within the organization
- Ability to coordinate and effectively manage multiple projects simultaneously
- Ability to lead and develop a team of associates to drive value for our business partners
- Ability to handle ambiguity and work under pressure in a dynamic environment
- Intellectual curiosity and ability to ask questions in a variety of settings
The Team
While our team directly supports the 3 divisions outlined above, we are part of a larger line finance group with adjacent teams that perform similar functions for different Asset Management divisions. Our smaller team works collaboratively with one another while working with other groups across various initiatives and programs.
The divisions that we support are at the forefront of the investment frontier with continuous product development in emerging asset classes including cryptocurrency and alternatives. This results in a dynamic work environment with opportunities to learn new business concepts while also gaining exposure to senior leadership.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:Category:FinanceSkills Required
- Bachelor's degree in finance, accounting, economics, or equivalent training
- 8 or more years of relevant work experience
- Proficiency with Microsoft Excel and PowerPoint
- Experience with Power BI
- Strong analytical and strategic thinking skills
- Advanced financial modeling skills
- Proven communication skills and ability to coordinate across organizational levels
- Ability to manage multiple projects simultaneously
- Ability to lead and develop a team of associates
- Ability to handle ambiguity and work under pressure in a dynamic environment
- Intellectual curiosity and ability to ask questions in varied settings
- People-management experience
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.









