Job Description:
The Role
This position is centered on delivering financial support and strategic analysis for several divisions within Fidelity’s Asset Management organization. The role involves partnering with teams across diverse product lines, including High Income and Alternatives—covering Private Credit, High Yield, Emerging Market Debt, Bank Loans, and Real Estate Income; Fidelity Asset Management Solutions (FAMS)—which oversees Target Date strategies, U.S. and Canadian Asset Allocation; and Fidelity Digital Asset Management (FDAM)—focused on Crypto Funds, Tokenization, and Blockchain initiatives.
Core responsibilities include leading financial planning efforts for annual operating plans, budgets, and multi-year forecasts, as well as developing business case models and maintaining performance scorecards for each division. The role also entails evaluating business performance, synthesizing complex data sets, and producing insightful analyses that support senior management presentations and drive strategic decision-making.
The Expertise and Skills You Bring
We are seeking candidates with a Bachelors degree in Finance (or equivalent field) with 5+ years of experience or Masters with 4+ years of experience. Candidates should possess a proven track record of strong critical thinking, problem solving, decision-making, and analytical capabilities. Additionally, flexibility, and resourcefulness to handle several priorities in a deadline driven environment are a must.
Relevant skills required:
- Excellent written and verbal communications skills, including the ability to tell the story and communicate sophisticated financial information to influence executive decision making
- Proficiency in financial modeling and presentation tools
- Strong software skills with emphasis on Excel, PowerPoint, PowerBI, and Anaplan
- Ability to take initiative and seek creative solutions that challenge conventional approach
Note: Fidelity is not providing immigration sponsorship for this position
The Team
While our team directly supports the 3 divisions outlined above, we are part of a larger line finance group with adjacent teams that perform similar functions for different Asset Management divisions. We are a smaller team that works collaboratively with one another while also engaging with the adjacent teams in cross Asset Management initiatives and programs.
The divisions that we support are at the forefront of the investment frontier with continuous product development in emerging asset classes including cryptocurrency and alternatives. This results in a dynamic work environment with opportunities to learn new business concepts while gaining exposure to senior leadership based on the analyses we deliver.
Certifications:
Category:
FinanceMost 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.
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.