Job Description:

Position Description:

Provides financial analysis and support to the Asset Management Quantitative Research & Investments’ management team. Develops financial, cost-benefit, and forecasting models to support business decisions. Creates profitability models for new investment products, business initiatives, and identifying growth opportunities. Analyzes financial, market, and business data using R, Microsoft Office suite, SQL, Domo, and Tableau. Performs qualitative and quantitative analysis of financial data. Provides analytics to management to drive initiatives. Supports the planning process including strategy development, multi-year plan, budget, and forecasts. Oversees and analyzes monthly results including assets, flows, market share, expense, headcount, and profitability. Builds and maintains financial data dashboards. Organizes and analyzes data to summarize findings for executive review.

Primary Responsibilities:

• Conduct financial analysis, including developing financial models, analyzing data, and creating forecasts.
• Responsible for a broad range of analytics, and strategic business partner support to drive im-proved outcomes and financial results.
• Provide financial guidance to the management team on key business decisions, including business initiatives, growth opportunities, and market trends.
• Develop financial reports and metrics for the division’s financial performance, including profit and loss statements, and assets and flows analysis.
• Collaborate directly with management team and other support functions on insightful analysis including new investment products, scaling the businesses and industry opportunities & position.
• Collaborate in the planning process including strategy development, multi-year plan, budget, and forecasts.
• Analyze data and monthly results including assets, flows, market share, expense, headcount, and profitability.
• Prepares presentations to communicate financial results, analytics, and business trends to senior management.
• Build and maintain financial data dashboards.

Education and Experience:

Bachelor’s degree (or foreign education equivalent) in Finance, Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and three (3) years of experience as a Senior Audit Analyst (or closely related occupation) performing financial analysis, data analytics, and building sophisticated models.

Or, alternatively, Master’s degree (or foreign education equivalent) in Finance, Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and one (1) year of experience as a Senior Audit Analyst (or closely related occupation) performing financial analysis, data analytics, and building sophisticated models.

Skills and Knowledge:

Candidate must also possess:

• Demonstrated Expertise (“DE”) performing financial analysis (developing financial models, analyzing financial data, and creating forecasts); and analyzing market and business data using SQL, Tableau, Domo, and Microsoft Office suite.
• DE analyzing financial statements and metrics (income statements and assets reports) to identify trends and patterns in performance; and analyzing financial ratios and industry trends (development of complex models and macros) using advanced Excel (Macros and Visual Basic Analysis), PowerPoint, and R.
• DE building sophisticated models, including financial, forecasting, cost-benefit, predictive, and business plan models; gathering, and preparing data needed for models using R and SQL to analyze data; performing quantitative and qualitative analysis to determine model assumptions, inputs, output, and scope; and constructing models using advanced Excel skills (Macros and Visual Basic Analysis).
• DE analyzing data and building data visualizations using R and Tableau; evaluating data to identify trends, patterns, and insights that will inform decision making; synthesizing vast amounts of data using Excel, R, and SQL; using statistical methods to analyze and interpret financial and market data; preparing visual representations of data to communicate data analysis, financial results, analytics, and trends; and sharing analytics and financial metrics through presentations, visualizations, and dashboards/platforms.

#PE1M2

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.