Job Description
Job Description:
Job Title: Financial Analyst
The Role
As a Financial Analyst on the Board Finance team, you will play a key role in delivering accurate, high-quality financial information for Fidelity's mutual fund boards. You will develop and apply your knowledge of Fidelity businesses and investment products to support the renewal of mutual fund fee contracts. In this role, you will be the lead analyst for one of distribution channel's portion of Fund Profitability results, working closely with finance and business partners to understand how changes within the business impact profitability. You will report quarterly and annual results to senior leaders, perform operational tasks related to the Fund Profitability model, and assist with monthly rollover processes. Additionally, you will contribute to various ad hoc projects, including Board-requested analyses and methodology reviews, ensuring that Trustees have the insights they need to make informed decisions.
The Expertise and Skills You Bring
Bachelor's degree in finance, accounting, economics, or related field
1-2 years of professional experience in finance, preferably in financial services
Self-motivated teammate with energy, enthusiasm, and intellectual curiosity
Ability to work effectively as part of a team and collaborate with business partners
Strong analytical and problem-solving skills; able to work independently
Excellent written and oral communication skills for all organizational levels
Proficiency in modeling, presentation, and data visualization tools (MS Excel, MS PowerPoint, Oracle BI, Power BI)
Ability to synthesize large amounts of information into concise, actionable insights
Adaptability to shifting priorities while maintaining progress on scheduled work
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Board Finance team provides Fidelity Trustees with materials and analysis to support their review and approval of fund contracts, including investment management, transfer agency, and pricing & bookkeeping agreements. The team interacts with all business divisions and focuses on fund fee competitiveness and mutual fund profitability.
Certifications:
Category:
FinanceMost 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.
Job Description:
Job Title: Financial Analyst
The Role
As a Financial Analyst on the Board Finance team, you will play a key role in delivering accurate, high-quality financial information for Fidelity's mutual fund boards. You will develop and apply your knowledge of Fidelity businesses and investment products to support the renewal of mutual fund fee contracts. In this role, you will be the lead analyst for one of distribution channel's portion of Fund Profitability results, working closely with finance and business partners to understand how changes within the business impact profitability. You will report quarterly and annual results to senior leaders, perform operational tasks related to the Fund Profitability model, and assist with monthly rollover processes. Additionally, you will contribute to various ad hoc projects, including Board-requested analyses and methodology reviews, ensuring that Trustees have the insights they need to make informed decisions.
The Expertise and Skills You Bring
Bachelor's degree in finance, accounting, economics, or related field
1-2 years of professional experience in finance, preferably in financial services
Self-motivated teammate with energy, enthusiasm, and intellectual curiosity
Ability to work effectively as part of a team and collaborate with business partners
Strong analytical and problem-solving skills; able to work independently
Excellent written and oral communication skills for all organizational levels
Proficiency in modeling, presentation, and data visualization tools (MS Excel, MS PowerPoint, Oracle BI, Power BI)
Ability to synthesize large amounts of information into concise, actionable insights
Adaptability to shifting priorities while maintaining progress on scheduled work
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Board Finance team provides Fidelity Trustees with materials and analysis to support their review and approval of fund contracts, including investment management, transfer agency, and pricing & bookkeeping agreements. The team interacts with all business divisions and focuses on fund fee competitiveness and mutual fund profitability.
Certifications:
Category:
FinanceMost 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.
About Fidelity Investments
At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
*Specifically serviced by our Clearing & Custody team within Fidelity Institutional
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.
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