Financial Analyst

Financial Analyst

The Role

This role is an opportunity to join the Asset Management Board Finance team supporting the annual contract renewal process for the 600+ mutual funds and ETFs managed by Fidelity Investments as well as providing insights into the mutual fund/ETF competitive landscape. You will work closely with business partners throughout the organization, develop a deep understanding of Fidelity’s 40-Act products, and be involved in project-based work. There will be opportunities to identify and implement process improvements across our reporting and analytics.
 

The Expertise and Skills You Bring

• Undergraduate degree in finance, accounting, economics, or related field

• At least 1 – 2 years of professional experience in finance, preferably in the financial services industry.

• A self-motivated teammate who brings energy, enthusiasm, and a desire to learn

• Works effectively as part of a team, and successfully collaborates with business partners

• Solid analytical and problem-solving skills, working independently to perform tasks

• Strong attention to detail accompanied by ability to manage large quantities of data

• Strong written and oral communication skills – can articulate clearly with all levels of employees

• Proficiency in modeling, presentation, and data visualization tools (MS Excel, MS PowerPoint, Oracle BI, Power BI); ability to grasp new technology tools/concepts quickly

• Ability to synthesize large amounts of information into concise, digestible, and actionable stories

• Ability to respond to shifting priorities while maintaining progress of regularly scheduled work

Note: Fidelity is not providing immigration sponsorship for this position

The Team

The Board Finance team provides the Fidelity Boards of Trustees with the information and analysis they need to review and approve the Fidelity funds’ management and service contracts with Fidelity Investments annually. We work and have strong partnerships with numerous groups throughout Fidelity to better understand Fidelity’s evolving product line-up; we help drive decisions, and we find ways to make valuable contributions. In addition to our core work of providing the Boards with competitive analysis, we engage in a wide variety of project work including new product analysis, technology improvements, process changes and other ad-hoc analysis. We value our team members and work diligently to ensure everyone is included, provided with meaningful work, and learning transferable skills.

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 every other week (all business days, M-F) in a Fidelity office.

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.