Fidelity Investments

Senior Financial Analyst

Posted on: 25 Jan 2021

Smithfield, RI

Job Description

Job Description:

A Senior Financial Analyst role that will develop a broad knowledge of all Fidelity businesses and the financial services industry. This role will interact with finance groups across the firm, driving the firm-wide strategic and annual planning process, the firm-wide return on Strategic Investment analysis, and creating financial packages with analysis and key insights to share with our leadership teams

The Expertise You Have

* A bachelor's degree in Finance, Economics, or equivalent training; MBA or advance degree a plus
* 5+ years of professional experience in Finance with a successful track record of in financial modeling and analysis
* Excellent verbal, written communication and presentation skills

The Skills You Bring

* Strong analytical, project management and problem solving skills. Ability to envision the big picture while maintaining close attention to detail
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* Ability to learn quickly to understand key business unit drivers and business models. Role requires strong interpersonal skills to work closely and partner with business unit and corporate teams
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* Ability to independently make decisions within a broad context and solve a variety of moderately complex problems
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* Project and process management in a matrix organization. Business maturity and presence to effectively interact with senior management
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* Ability to create financial models, conduct scenario analysis, understand and assess options.
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* Excellent oral, written, and presentation skills and demonstrate confidence in explaining, defending and or challenging analytical findings. Well-developed interpersonal and team building skills
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* Demonstrated ability to lead project/work activities, drive process change & efficiencies, and manage multiple priorities simultaneously

The Value You Deliver

* Developing a data model to streamline processes and advance analytical capabilities.
* Creating presentations to senior management to add transparency
* Participating in Budget and multi-year planning.
* Supporting Internal and external audit requests.
* Developing and maintaining analyses

Company Overview

At Fidelity, we are focused on 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.



Certifications:



Company Overview

At Fidelity, we are focused on 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 complete the application or interview process. Please email us at accommodations@fmr.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Fidelity Investments

Boston, MA

Fidelity Investments is a privately-owned investment management company that was established in 1946 as a mutual fund company. Fidelity now offers a range of services including fund distribution and investment advice, wealth management, life insurance, retirement services, and securities execution and clearance. It manages equity, fixed income, and balanced mutual funds for individual investors, businesses, financial advisors, and institutional investors.

Based in Boston, Massachusetts, it is one of the largest investment management firms in the United States, with over 26 million customers, $6.5 trillion in total customer assets, and more than $2.4 trillion in global assets under management

History of Fidelity Investments

The Fidelity Fund was established in 1930, a year after the stock market crash of 1929 and before the Great Depression of 1933. The fund continued to operate until 1943 when it was acquired by Boston-based lawyer Edward C. Johnson II. At the time, the fund reported assets under management valued at $3 million. In 1946, Johnson II founded the Fidelity Management and Research Company, now Fidelity Investments, to serve as an investment advisor to the Fidelity Fund. When running the fund, Johnson’s objective was to buy stocks with a potential for growth, and not necessarily blue-chip stocks.

Fidelity Investments Operations

Fidelity Investments operates several businesses, with the main ones being mutual funds and brokerage services. The mutual fund division comprises three divisions – equity, high-income, and fixed income divisions. The company operates Fidelity Contrafund, the largest non-indexed mutual fund in the United States, with over $107.4 billion in assets. Fidelity Investments also owns Fidelity Magellan, which was at one time managed by former CEO and President Ned Johnson. Fidelity Magellan manages assets totaling $15.5 billion.

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