Please Note: Fidelity is unable to provide visa sponsorship for this role.
Overview: We are seeking a Senior Financial Analyst to support business case development, product analysis, and revenue performance insights. This role sits at the intersection of finance, data, and product strategy, with a strong emphasis on data sourcing, analytical rigor, and business understanding.
Key Responsibilities:
- Data Sourcing and Management
- Extract, transform, and validate data from Snowflake and other database/querying tools
- Partner with data analytics and business teams to ensure data accuracy and completeness
- Build and maintain datasets used for recurring financial and product analyses
- Financial and Product Analysis
- Analyze key revenue streams, product performance, and business unit metrics
- Develop insights into drivers of revenue, cost, and profitability across products
- Support deep-dive analyses to inform pricing, product design, and strategic decisions
- Source and structure data inputs required for forecasting and scenario modeling
- Continuous Improvement
- Identify opportunities to improve data quality, reporting, and analytical processes
- Develop repeatable frameworks and scalable analysis approaches
- Partner with product, finance, and business stakeholders to translate data into actionable insights
- Communicate findings clearly to both technical and non-technical audiences
Qualifications:
- 3- 5 years of experience in financial analysis, business analysis, or similar role
- Strong SQL skills; experience with Snowflake or comparable cloud data platforms preferred
- Proven analytical skills with experience working across large datasets
- Ability to quickly learn new products, systems, and business processes
- Strong problem-solving skills and intellectual curiosity
- Excellent communication and presentation skills
Preferred:
- Familiarity with visualization tools (e.g., Tableau, Power BI)
- Experience working in a data-rich, product-oriented environment
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.
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
- 3-5 years of experience in financial analysis, business analysis, or similar role
- Strong SQL skills
- Experience with Snowflake or comparable cloud data platforms
- Proven analytical skills with experience working across large datasets
- Ability to quickly learn new products, systems, and business processes
- Strong problem-solving skills and intellectual curiosity
- Excellent communication and presentation skills
- Familiarity with visualization tools (e.g., Tableau, Power BI)
- Experience working in a data-rich, product-oriented environment
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.
