Financial Analyst

Posted Yesterday
Westlake, TX, USA
In-Office
Junior
Fintech
The Role
Supports real estate and workplace finance through expense management, budgeting, forecasting, financial reporting, modeling, and variance monitoring. Provides financial insights and cost transparency across property portfolios, supports strategic initiatives, evaluates business performance, and communicates analysis to senior leaders. The role requires collaboration across teams, strong problem-solving, and the ability to manage multiple priorities in a fast-paced environment.
Summary Generated by Built In
Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Team

The Financial Analyst serves as a member of the Finance and Transaction and Leasing Team, you will play a critical role in driving excellence.

The analyst will support Fidelity’s Real Estate and Workplace Experience organization, support expense management, budgeting, forecasting, and financial reporting across a portfolio of properties. This role is responsible for providing clear financial insights, ensuring cost transparency, monitoring budget adherence, and supporting data-driven decision-making for real estate operations.

Success in this role requires a strong analytical mindset, effective collaboration, independent thinking, and intellectual curiosity. The associate will support strategic insights to inform business strategy, support the execution of key initiatives, and help measure and evaluate business performance through ongoing reporting and analysis.

The Expertise We’re Looking For
  • Strong analytical and strategic skills combined with solid business and financial acumen

  • Excellent communications skills and demonstrated ability to influence senior business leaders

  • A bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree a plus

  • 2 years of professional experience in Finance with a successful track record in financial modeling and analysis

  • Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in PowerBI and Anaplan

The Skills You Bring
  • You are a flexible, self-motivated team player with a can-do attitude who brings energy, enthusiasm, and intellectual curiosity to the role

  • You thrive in a fast-paced organization, prioritize well under pressure, and take ownership and accountability for your work

  • Your project management skills help you drive simultaneous progress on multiple cross-functional teams and initiatives

  • You possess strong analytical capabilities, excellent problem-solving skills, end-to-end thinking, and apply these skills universally to your work

  • You demonstrate excellent communication and presentation skills, including the ability to analyze complex issues, synthesize key points, and effectively communicate information in a concise manner appropriate for executive business decision making

  • Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in PowerBI and Anaplan

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.

Certifications:

Category:Finance

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.

Skills Required

  • Bachelor’s degree in Finance, Economics, or an equivalent field
  • Two years of professional finance experience
  • Experience with financial modeling and analysis
  • Proficiency in Microsoft Excel and Microsoft PowerPoint
  • Experience with Power BI and Anaplan
  • Strong analytical, strategic, financial, communication, and presentation skills
  • MBA or advanced degree

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.

  • 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.
  • 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.
  • 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

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Boston, MA
58,848 Employees
Year Founded: 1946

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.

Similar Jobs

Braze Logo Braze

Financial Analyst

Marketing Tech • Mobile • Software
Easy Apply
Hybrid
Austin, TX, USA
2000 Employees
61K-109K Annually

Ericsson Logo Ericsson

Financial Analyst

Cloud • Information Technology • Internet of Things • Machine Learning • Software • Cybersecurity • Infrastructure as a Service (IaaS)
Hybrid
Plano, TX, USA
88000 Employees

BECU Logo BECU

Financial Analyst

Fintech • Financial Services
Remote or Hybrid
3 Locations
3000 Employees
83K-154K Annually
In-Office
3 Locations
561 Employees

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account