Director, Finance at Fidelity Investments

Smithfield, Rhode Island, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

NoVisa

Finance, Financial Services, Investment ManagementIndustries

Requirements

Bachelor’s degree in Business, Finance, Accounting, Economics, or equivalent; MBA or advanced degree preferred
10+ years of experience applying Finance skills and concepts
Ability to combine strategic business perspective with strong project management and analytical skills
Excellent written and verbal communication skills, including the ability to “tell the story” and influence executive decision-making
Strong interpersonal skills and ability to build consultative relationships across Finance and business teams
Solid knowledge of financial modeling, presentation, and data visualization tools (MS Excel, MS PowerPoint, Thinkcell, Tableau, Business Objects)
Ability to teach and mentor others on financial tools and concepts

Responsibilities

Deliver impactful, insightful, and actionable financial analysis to Digital business partners
Guide effective decision-making for the Digital Product Domain
Support the Digital Product Domain in providing exceptional digital experiences and delivering strong business outcomes
Work closely with Product Areas within the Digital Domain, including Digital AI Solutions, Digital Transformation & Scale, and the AI Center of Excellence
Collaborate with senior leadership, key partners across business functions, and Finance teams across the firm

Skills

Financial Modeling

MS Excel

MS PowerPoint

Thinkcell

Tableau

Business Objects

Financial Analysis

Project Management

Data Visualization

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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