Financial Analyst Jobs

About The Position

Requirements

• Knowledge of financial model design and visualization (using tools such as Advanced Microsoft Excel, Power BI, Tableau, PowerPoint).
• Solid understanding of the treasury function, with particular emphasis on capital and liquidity management as well as capital markets and treasury management products.
• Demonstrated financial statement analysis ability to identify/resolve detailed financial issues while understanding larger business context.
• Motivated teammate, willing to take on new challenges when presented with opportunities.
• Strong analytical capabilities and financial modeling experience.
• Working knowledge of Bloomberg in data gathering and research, especially in fixed income area.
• Experience in balance sheet risk management.
• Excellent verbal and written communication skills, including the ability to interact with and influence various levels of management.
• Ability to work with multiple partners, within Treasury, throughout the firm, and externally.
• Self-starter with ability to take initiative, learn quickly, work independently as well as across the organization, and operate in a dynamic, team oriented, fast paced environment while maintaining a high level of quality.

Nice To Haves

• Experience with data science methods such as: statistical analysis, predictive modeling, simulation modeling is preferred.
• CFA (or candidate) preferred.

Responsibilities

• Responsible for analyses related to liquidity, capital structure and cost of capital including debt analysis, investment and valuations for Fidelity Investments’ parent corporation.
• Monitor credit and debt capital markets to support decision making.
• Assist with the investment aspect of liquidity diversification program.
• Support Treasury’s transformation from a data and analytics perspective.
• Assist with cash flow, capital and dividend forecasting across different Fidelity business divisions.
• Support multiple projects across all focus areas through data gathering, modeling, analysis and transaction execution.
• Assess issues and present analyses with recommendations to enable decision-making by senior management.
• Provide executive communication support.

Benefits

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