What are the responsibilities and job description for the Associate Financial Analyst position at Fidelity Investments?
Job Description
Job Title: Associate Financial Analyst
The Role
As an Associate Financial Analyst on the Board Finance team, you will play a key role in delivering accurate, high-quality financial information for Fidelity’s mutual fund boards. You will develop and apply your knowledge of Fidelity businesses and investment products to support the renewal of mutual fund fee contracts. In this role, you will assist with preparing and reporting quarterly and annual Fund Profitability results to senior leaders. You will work with other analysts to analyze the results and work with business partners to understand how changes within the business affect results. You will gain an understanding of how Fidelity’s distribution channels contribute to the firm’s mutual fund business. Additionally, you will contribute to various ad hoc projects, including Board-requested analyses and methodology reviews, ensuring that Trustees have the insights they need to make informed decisions.
The Expertise And Skills You Bring
The Team
The Board Finance team provides Fidelity Trustees with materials and analysis to support their review and approval of fund contracts, including investment management, transfer agency, and pricing & bookkeeping agreements. The team interacts with all business divisions and focuses on fund fee competitiveness and mutual fund profitability.
Certifications
Category:
Finance
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.
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.
Job Title: Associate Financial Analyst
The Role
As an Associate Financial Analyst on the Board Finance team, you will play a key role in delivering accurate, high-quality financial information for Fidelity’s mutual fund boards. You will develop and apply your knowledge of Fidelity businesses and investment products to support the renewal of mutual fund fee contracts. In this role, you will assist with preparing and reporting quarterly and annual Fund Profitability results to senior leaders. You will work with other analysts to analyze the results and work with business partners to understand how changes within the business affect results. You will gain an understanding of how Fidelity’s distribution channels contribute to the firm’s mutual fund business. Additionally, you will contribute to various ad hoc projects, including Board-requested analyses and methodology reviews, ensuring that Trustees have the insights they need to make informed decisions.
The Expertise And Skills You Bring
- Bachelor’s degree in finance, accounting, economics, or related field
- Professional experience in finance, accounting, and/or in the financial services industry a plus
- Self-motivated teammate with energy, enthusiasm, and intellectual curiosity
- Ability to work effectively as part of a team and collaborate with business partners
- Strong analytical and problem-solving skills; able to work independently
- Excellent written and oral communication skills for all organizational levels
- Proficiency in modeling, presentation, and data visualization tools (MS Excel, MS PowerPoint, Oracle BI, Power BI)
- Adaptability to shifting priorities while maintaining progress on scheduled work
The Team
The Board Finance team provides Fidelity Trustees with materials and analysis to support their review and approval of fund contracts, including investment management, transfer agency, and pricing & bookkeeping agreements. The team interacts with all business divisions and focuses on fund fee competitiveness and mutual fund profitability.
Certifications
Category:
Finance
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.
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.