Associate Financial Analyst
Job Description:
The Role
As a Financial Analyst at Fidelity Investments, you will support the Regulatory Reporting Team by ensuring accurate and timely financial computations and filings. Responsibilities include Daily and Weekly Reserve Computation per SEC Rule 15c3-3 and Monthly Net Capital Reports. Provide insights for strategic decision-making and regulatory compliance. You will excel at analyzing data, focusing on details, and managing priorities in a dynamic setting. Collaboration is crucial, to work with various teams and partners, utilizing financial knowledge and technical skills for operational excellence and regulatory compliance.'
The Expertise and Skills You Bring:
- Bachelor’s Degree or equivalent experience in Finance, Accounting, or a related field is required.
- Strategic problem solver who can take an end-to-end view of an issue and develop multiple solutions
- Proven experience in using various software applications at an advanced level (Excel, PowerPoint, and Business Objects) to construct financial models for complex processes
- Excellent written and verbal communication skills, capable of effectively communicating with business partners at varying levels.
- Proficiency in Microsoft Excel, Word, and Access.
- Showed capability to excel in a fast-paced environment at an organization that values timely project delivery.
- Flexible, self-motivated individual who brings energy, enthusiasm, and intellectual curiosity to the role.
- Exceptional problem-solving skills; adept at prioritizing work, breaking down issues, and proposing alternative solutions.
- Ability to manage and prioritize multiple detailed processes in a time-sensitive environment.
The Team
Our Regulatory Reporting Team is committed to the precise and punctual preparation and submission of diverse financial regulatory reports. These reports are vital for upholding compliance with legal and regulatory obligations and safeguarding the integrity of Fidelity Investments' financial operations. The team collaborates across departments to maintain our stringent reporting expectations and contribute to the firm’s overarching financial and strategic objectives. Join us and become part of a team that strives for excellence in every aspect of financial reporting and compliance. Your contributions will be recognized and valued, making a significant impact on our firm's success and regulatory integrity!
Company Overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.
The base salary range for this position is $48,000-$76,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
Most 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.