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Based within Corporate Treasury, the Capital Planning Group provides in-depth analytical support for Senior management in Treasury and Finance of FMR LLC, Fidelity Investments’ parent corporation. This support extends firm-wide in areas of capital, financial performance, credit, borrowing, and industry/competitive analysis. Areas of focus include: Cash Flow and Balance Sheet Analysis, Liquidity Management, Investment Analysis, Capital Structure Management, Risk Management, Financial Modeling, Scenario Planning, Strategic Planning Support, and Executive Communications Support.
The main functions of this role include financial analysis, modeling, reporting and executive communication support. The Analyst will work primarily within a collaborative team of Analyst and Director level peers. This team/role also works closely with accounting, tax, finance & business associates from across the firm.
The successful candidate will be capable of supporting multiple projects across all areas of focus. They will have a proven record of effectively contributing to complex analysis, can multi-task successfully, and be a great teammate who thrives in a small, impactful work environment.
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.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.
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.
Full Time
$82k-99k (estimate)
12/15/2023
04/07/2024
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Broadly speaking, a financial analyst works with financial data to help organizations make business decisions.
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Build financial models to perform financial forecasts, predict business scenarios, and provide other data analysis to help make business decisions.
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Every financial analyst’s job will hold different responsibilities depending on their specialty and where they work.
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Financial analysts who have little to no professional experience are responsible for gathering data, financial modeling and creating or maintaining spreadsheets.
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To become a senior or junior level financial analyst, one may be required to earn a Master’s of Business Administration.
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