Associate Financial Analyst
Posted on: 29 Aug 2023
Boston, MA
Job Description
The Role
Do you thrive in a challenging and fast paced work environment? Are you passionate about crafting financial reporting and analytics that advises decision making? If you want to help drive the way information is shared digitally with senior leaders, join the Finance Enterprise Reporting COE (Center of Excellence) team.
As an Associate Financial Analyst, you will be working in a collaborative, dynamic, creative environment on a team dedicated to driving continuous improvement in Fidelity’s financial decision-making. You will have the opportunity to work with leaders across the organization, engaging in an influential, consultant-like role focused on delivering interactive value-add digital solutions.
The Expertise and Skills You Bring
A bachelor's degree in a finance or technical-related field required
At least one year of work experience in corporate finance, treasury, accounting, or data analytics preferred, but not required
Strong interest in technology, visualization tools, and business intelligence software
Experience with translating large datasets to digital outputs
Previous experience in crafting digital reporting using data visualization tools (Tableau, Power BI, SQL, etc.) preferred
Ability to tell a compelling story through various visual mediums
Strong attention to detail
Ability to clearly articulate complex ideas with varying levels of associates; strong written and verbal communication skills
Self-motivation and dedication to delivering quality products within assigned deadlines
Ability to lead and prioritize multiple detailed processes in a time sensitive environment
Strong analytical, research, and problem-solving skills
Thorough understanding of financial/accounting principles and systems
Ability to work independently, as well as be a teammate
Basic knowledge of tools for performing analyses and creating presentations (Excel, Access, PowerPoint)
The Value You Deliver
Consult with business partners to understand their current reporting, data sources, and transformation requirements to build and deliver impactful yet intuitive digital solutions
Prepare of daily, weekly, and month-end reporting evaluating and analyzing variances to previous periods, budget, and forecast
Support a wide variety of business partners throughout the firm
Serve as an authority, providing support and consultation to others in the COE and Line Finance teams
Ensure proper controls, documentation, and reviews are in place to mitigate risk
Provide insight into key metrics and trends
Prepare reporting for a wide variety of Fidelity business leaders across the firm, including performing analyses, providing ad hoc support, and offering consultant-like enhancements
How Your Work Impacts the Organization
The Associate Financial Analyst is team player in the Finance Enterprise Reporting COE, which provides an evolving suite of services encompassing value-added reporting and analytics using innovative tools and processes to drive continuous improvement in the decision making of the firm!
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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IndustryBanking/Financial Services
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No. of Employees50,000+
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Website
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Jobs Posted858
