Associate Financial Analyst
About The Position
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 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.
Requirements
- Bachelor’s degree in finance, accounting, economics, or related field
- 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)
Nice To Haves
- Professional experience in finance, accounting, and/or in the financial services industry a plus
Responsibilities
- Assist with preparing and reporting quarterly and annual Fund Profitability results to senior leaders.
- Work with other analysts to analyze the results and work with business partners to understand how changes within the business affect results.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
