Associate Financial Analyst at Fidelity Investments

Smithfield, Rhode Island, United States -

Full Time

Start Date

Immediate

Expiry Date

26 Mar, 26

Salary

0.0

Posted On

26 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Analysis, Accounting, Economics, Analytical Skills, Problem-Solving, Communication Skills, Team Collaboration, Data Visualization, MS Excel, MS PowerPoint, Oracle BI, Power BI, Self-Motivation, Adaptability, Intellectual Curiosity

Industry

Financial Services

Description

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 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 Note: Fidelity is not providing immigration sponsorship for this position 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. At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. 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 please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy

Responsibilities

As an Associate Financial Analyst, you will deliver accurate financial information for Fidelity’s mutual fund boards and assist in preparing quarterly and annual Fund Profitability results. You will analyze results with business partners and contribute to various ad hoc projects to support informed decision-making.