Financial Analyst

Soteriare
US - Massachusetts - Boston
June 30, 2024

This role is an opportunity to join the Asset Management Board Finance Team supporting the annual contract approval process for the 600+ mutual funds and ETFs managed by Fidelity Investments and providing insights into the mutual fund/ETF competitive landscape.
You will work closely with business partners throughout the organization, develop a deep understanding of Fidelity's 40-Act products and be involved in important project-based work.

The Expertise and Skills You Bring Bachelor's degree in finance, accounting, economics, or related field
At least 1-2 years of professional experience in finance, preferably in the financial services industry
A self-motivated teammate who brings energy, enthusiasm, and intellectual curiosity
Works effectively as part of a team, and successfully collaborates with business partners
Solid analytical and problem-solving skills, working independently to perform tasks
Strong attention to detail accompanied by ability to manage large quantities of detailed information with high levels of accuracy
Strong written and oral communication skills - can articulate clearly with all levels of employees
Attention to detail and the ability and desire to see the big picture
Proficiency in modeling, presentation, and data visualization tools (MS Excel, MS PowerPoint, Oracle BI, Power BI)
Ability to synthesize large amounts of information into concise, digestible, and actionable stories
Ability to respond to shifting priorities while maintaining progress of regularly scheduled work

The Team The Board Finance team provides the Fidelity Boards of Trustees the information and analysis they need to review and approve the Fidelity funds' management and service contracts with Fidelity Investments annually.
We work and have positive relationships with numerous groups throughout Fidelity to better understand Fidelity's evolving product line-up; we help drive decisions, and we find ways to make valuable contributions.
In addition to our core work of providing the Boards with competitive analysis, we engage in a wide variety of project work including new product analysis, technology improvements, process changes and other ad-hoc analysis.
We greatly value our team members and work diligently to ensure everyone is included, provided with important work, and learning transferable skills.
Certifications:
Category:
Finance
The Role This role is an opportunity to join the Asset Management Board Finance Team supporting the annual contract approval process for the 600+ mutual funds and ETFs managed by Fidelity Investments and providing insights into the mutual fund/ETF competitive landscape.

A genuine desire for continuous improvement

Finance 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 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 ***, or by calling ***, prompt 2, option 2
For roles based in Ireland:
Contact ***
For roles based in Germany:
Contact A ***
•

Read the full job description and apply online on the recuiter's web-site

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