Senior Manager, 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

Financial Services, Asset ManagementIndustries

Requirements

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

Responsibilities

Join the Asset Management Board Finance Team supporting the annual contract approval process for the 600+ mutual funds and ETFs managed by Fidelity Investments
Provide insights into the mutual fund/ETF competitive landscape
Work closely with business partners throughout the organization
Develop a deep understanding of Fidelity’s 40-Act products
Be involved in important project-based work
Manage the day-to-day relationship with the technology team supporting Board Finance
Provide oversight of the pipeline for enhancements to the competitive analysis system

Skills

Finance

Accounting

Excel

PowerPoint

Oracle BI

Power BI

Analytical Skills

Data Visualization

Financial Modeling

Mutual Funds

ETFs

Project Management

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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