Senior Financial Analyst at Fidelity Investments

Jersey City, New Jersey, United States

Apply Now

Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Bachelor’s degree in Finance, Computer Science, Engineering, Information Technology, Information Systems, Management, or a closely related field (or foreign education equivalent) and three (3) years of experience as a Senior Financial Analyst (or closely related occupation) performing data analysis within a financial services environment, using financial modeling and business intelligence tools (Anaplan, Microsoft Office Suite (Excel, PowerPoint, and Word), Knime, Alteryx, and Power BI)
Or, alternatively, Master’s degree in Finance, Computer Science, Engineering, Information Technology, Information Systems, Management, or a closely related field (or foreign education equivalent) and one (1) year of experience as a Senior Financial Analyst (or closely related occupation) performing data analysis within a financial services environment, using financial modeling and business intelligence tools (Anaplan, Microsoft Office Suite (Excel, PowerPoint, and Word), Knime, Alteryx, and Power BI)
Demonstrated Expertise performing research and analysis of financial institutions (plan sponsors and their participants) by extracting, mining, triangulating, and analyzing data, using data analysis tools and platforms (Next Generation Allocated Views (NGAV), Salesforce, Workforce Data Lake (WFDL), and Anaplan)
Demonstrated Expertise preparing customized, executive-level PowerPoint presentations to identify and analyze customer economics and profitability trends and assessing the strategic implications for use by senior business stakeholders, using Microsoft Office (Excel, PowerPoint (Thinkcell), Power BI, and Word)
Demonstrated Expertise performing business reporting and analysis for business associates and leaders to drive decision-making around investment strategies, prioritization of internal initiatives, business growth planning, and performance measurements against performance indicators, using Microsoft Excel, PowerPoint (ThinkCell), and Power BI; and performing reporting process automation and streamlining to enhance efficiency and accuracy, using automation tools (Advanced Excel Modeling/Macros, Knime, and Alteryx)
Demonstrated Expertise conducting secondary research or financial analysis using activity-based costing methods to support ROI analysis, benefits realization of internal and external initiatives, and inform client pricing outputs, using NGAV, Salesforce, Snowflake, SQL

Responsibilities

Performs data transformation and manipulates data to craft digital analysis, using visualization tools
Analyzes current reporting, data sources, and required data transformation to deliver impactful and intuitive digital visualizations
Defines requirements to build digital content for financial analysis
Communicates and works effectively with business partners and finance team to ensure the digital information delivered provides the targeted answers to pertinent questions and initiatives
Collaborates effectively across all levels of the organization
Finds alternative standard methodologies and solutions while maintaining the pace of delivering results
Drives high impact and high visibility projects and deliverables across the organization
Streamlines work processes and simplifies models to work more efficiently and effectively
Performs ad-hoc projects to support requests from business and finance partners
Provides analytics, financial management, Financial Planning and Analysis, and strategic support to drive improved outcomes and financial results to the organization
Generates and delivers impactful and insightful analysis, using financial modeling and presentation tools
Partners closely with other teams to support analytics around scaling and re-designing cost structure, investment benefit realization, and ongoing pricing strategy
Builds digital reporting using Business Intelligence (BI) tools (Tableau, Power BI, Knime, DOMO, and Alteryx)

Skills

Key technologies and capabilities for this role

Financial ModelingTableauPower BIKnimeDOMOAlteryxAnaplanData TransformationData VisualizationBusiness IntelligenceFinancial Planning and Analysis

Questions & Answers

Common questions about this position

What experience is required for this Senior Financial Analyst role?

A Bachelor’s degree in a relevant field and three years of experience as a Senior Financial Analyst performing data analysis in financial services using specified tools, or a Master’s degree and one year of such experience.

What key skills and tools are needed for this position?

Expertise in financial modeling and BI tools like Anaplan, Excel, PowerPoint, Word, Knime, Alteryx, Power BI, Tableau, DOMO; data transformation and visualization; plus tools like NGAV, Salesforce, WFDL for financial data analysis.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What is the salary or compensation for this role?

This information is not specified in the job description.

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

Candidates with demonstrated expertise in financial data analysis using specific tools like Anaplan, NGAV, Salesforce, and WFDL in a financial services environment, plus the ability to collaborate across teams and deliver high-impact projects, stand out.

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.

Land your dream remote job 3x faster with AI

Try Jobo Free