Senior Financial Analyst at Fidelity Investments

Smithfield, Rhode Island, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Asset ManagementIndustries

Requirements

Bachelor’s degree in finance, accounting, economics, or related field
At least 4 years of professional experience in finance, preferably in the financial services industry
A self-motivated teammate 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, working independently to perform tasks
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 synthesize large amounts of information into concise, digestible, and actionable stories
Ability to respond to shifting priorities while maintaining progress of regularly scheduled work

Responsibilities

Drive the delivery of consolidated Fund Profitability results through management of the central Fund Profitability model
Assist with preparation of materials for Fund Board meetings; provide backup support for materials; address questions from Trustees
Assist in the production and analysis of quarterly and annual Asset Management Fund Profitability results
Work with finance and business partners to understand how changes within the business impact Fund Profitability
Report quarterly and annual results to broader team and senior leaders
Contribute to various ad hoc projects, including Board-requested analyses, review of methodology, etc

Skills

Key technologies and capabilities for this role

Financial AnalysisFund Profitability ModelingExcelAnalytical SkillsProblem-SolvingFinancial ReportingBoard Materials PreparationAsset Management

Questions & Answers

Common questions about this position

What is the base salary range for the Senior Financial Analyst position?

The base salary range is $80,000-153,000 USD per year, with placement varying based on job responsibilities, scope, geographic location, candidate’s relevant experience, and other factors.

Is this a remote position or does it require working in an office?

This information is not specified in the job description.

What skills and experience are required for this Senior Financial Analyst role?

Candidates need a Bachelor’s degree in finance, accounting, economics, or related field, at least 4 years of professional experience in finance (preferably financial services), solid analytical and problem-solving skills, strong communication skills, and proficiency in MS Excel, MS PowerPoint, Oracle BI, and Power BI.

What is the team structure and focus for this role?

The role is part of the Board Finance team within Asset Management Finance, which supports five Fidelity Boards of Trustees by providing Fund Profitability information and analysis for approving funds’ contracts, and interacts with Fidelity-wide business units and independent trustees.

What makes a strong candidate for this Senior Financial Analyst position?

A strong candidate is self-motivated with energy, enthusiasm, and intellectual curiosity, works effectively in a team, collaborates with business partners, can synthesize large amounts of information into concise stories, and handles shifting priorities while managing regular work.

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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