As part of the Central Finance team in Asset Management this role provides a tremendous learning opportunity to develop and enhance essential finance skills, while using the latest tools and technology and working with a diverse team.
The team collaborates with a variety of business partners including senior management, line finance and the strategy team to drive finance initiatives and deliverables across Asset Management. The candidate will develop deep expertise in financial planning and governance processes, executive support, management reporting, benchmarking as well as business metrics and KPIs. In addition, the candidate will have multiple opportunities to lead or contribute to critical short and long term finance initiatives.
A successful candidate will need to demonstrate exceptional analytical and problem-solving capabilities, ability to work independently on executive requests, creativity to develop insights and presentations on complex analysis for the senior team and the ability to manage multiple priorities and demonstrate flexibility in a fast-paced environment.
The Role
Provide ongoing financial support and analysis for Asset Management organization
Support the planning process including multi-year plan, operating plan, budget and forecasts
Become an expert in the tools and systems used by the team
Assist in development of executive presentations for senior management to help inform decision making
Drive short and long term finance initiatives
Provide adhoc analysis and support as needed
The Expertise And Skills You Bring
Undergraduate degree or equivalent experience in Finance or Accounting
5+ years of work experience, preferably in a product or financial analyst role
Experience working with Fidelity funds/institutional products preferred
Excellent written and verbal communications skills; ability to communicate effectively with Finance and business partners at varying levels of the organization
Intellectual curiosity, strong analytical and problem-solving skills
Ability to envision the "big picture" while maintaining close attention to detail.
Ability to prioritize tasks based on urgency and relevance and reliably meet deadlines
Strong desire and willingness to learn new skills
Energetic, demonstrates initiative and active teammate
Proficiency in financial modeling and presentation tools (Excel, PowerPoint) with experience in Anaplan, TBM, NGAV/Power BI
The Value You Deliver
Provide superior, insightful analysis to enable leadership to make sound, well informed decisions.
Develop an in-depth understanding of AM’s financial results, including drivers and emerging trends
Develop executive views and insights for quarterly business reviews
Remain current on the news and issues in the investment management industry
Provide ad hoc analysis as needed
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.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Finance and Accounting/Auditing
Industries
Financial Services
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