Financial Analyst

Job Description:

The RoleThe Financial Analyst is part of a team responsible for the delivery of accurate, high quality financial information for Fidelity’s Fund boards. The Board Finance team works with and supports a variety of customers including Fidelity-wide business unit leaders, and independent trustees. A successful candidate will develop and use their knowledge of the Fidelity businesses and investment products to support the renewal of mutual fund fee contracts. The Expertise and Skills You Bring

• Bachelor’s degree in finance, accounting, economics, or related field
• At least 2-3 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

Note: Fidelity is not providing immigration sponsorship for this position The TeamThe Board Finance team is responsible for providing the Fidelity Trustees with materials and analysis in support of their consideration of the Funds’ contracts with Fidelity. The team interacts with each business division and is focused primarily on the competitiveness of fund fees and the profitability of the mutual fund business.

Certifications:

Category:

Finance

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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.