Senior Manager, Finance

This role is an opportunity to join the Asset Management Board Finance Team supporting the annual contract approval process for the 600+ mutual funds and ETFs managed by Fidelity Investments and 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 important project-based work. The position will also include managing the day-to-day relationship with the technology team supporting Board Finance, including oversight of the pipeline for enhancements to our competitive analysis system.

The Expertise and Skills You Bring

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

• 8+ years of professional experience in finance, preferably in the financial services industry

• A self-motivated teammate/mentor who brings energy, enthusiasm, and intellectual curiosity

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

• Solid analytical and problem-solving skills, operating with a high degree of autonomy

• Strong attention to detail accompanied by ability to manage large quantities of detailed information with high levels of accuracy

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

• Attention to detail and the ability and desire to see the big picture

• 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 Board Finance team provides the Fidelity Boards of Trustees 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 positive relationships 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 greatly value our team members and work diligently to ensure everyone is included, provided with important work, and learning transferable skills.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite 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.