Senior Associate, Financial Solutions

Fidelity Investments • Boston, MA

2d • $85,000 - $171,000 • Hybrid

About The Position

As a senior certification associate with Financial Solutions, you help certify and maintain the profiling (asset allocation & suitability) methodology that supports Fidelity’s discretionary and non-discretionary advice offerings. Your work supports Fidelity client’s in determining which investment products and asset allocation are most suitable, given their own personal characteristics and preferences; and you play a key role in the testing of new methodology and periodic profiling scoring impact analysis.

Requirements

• Is excited to help Fidelity customers with financial planning.
• Has a solid understanding of and passion for the software development lifecycle and quality assurance principles.
• Demonstrates intellectual curiosity, initiative, and love for learning new skills and capabilities.
• Possesses strong quantitative and problem-solving skills.
• Enjoys working in a fast-paced team-based environment.
• Has experience with or is willing to learn skills over time related to quantitative model construction; data analytics; and programming languages such as R, Python and Visual Basic for Excel.
• Can manage and prioritize their work towards a deadline independently and working with a team.
• Proficient in SQL with the ability to write simple to complex SQL queries.
• Has an understanding of technology and user experience implications when implementing methodology
• Holds a bachelor’s degree or Graduate degree in Engineering, Finance, Mathematics, Econometrics, Computer Science, or equivalent quantitative and logic-oriented degree.
• Has 1-3 years of relevant financial services experience
• Has excellent communication skills.

Nice To Haves

• Working knowledge of generative AI and Vibe coding is a plus
• Has an interest in pursuing the CFP designation to increase their financial planning domain knowledge
• Financial planning topics, as well as aids in investment product development.

Responsibilities

• Certification that the Financial Solutions methodology/model has been implemented as designed
• Identifying and accessing data for financial planning methodology research and development
• Attention to detail and ensuring quality of implementation by designing and executing rigorous processes.
• Supporting the design and implementation of prototypes

Benefits

• comprehensive health care coverage and emotional well-being support
• market-leading retirement
• generous paid time off and parental leave
• charitable giving employee match program
• educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level