Senior Financial Analyst - Smithfield, United States - Fidelity TalentSource LLC

Description

Job Description:

This Senior Financial Analyst serves as a key member of the FIAM Distribution Finance Team to support Institutional pricing requests, develop business cases and presentations that are reviewed by the Institutional Pricing Committees.

This position will work with business colleagues to support fee schedule and pricing requests and client level reporting. Market and product knowledge, analytical and influencing skills will play a key role in developing analyses and pricing strategies. The position also supports central and line finance team providing finance and business partner support and analysis.

Success will require an analytic demeanor, teamwork skills, comprehensive problem solving, independent thinking, and intellectual curiosity. You will deliver strategic insights and analysis that inform business strategy and decision making, drive expense reductions as well as measurement and evaluation of business performance and progress tracking of key initiatives.

The Team

Fidelity Institutional serves a wide variety of institutional investors, wealth management firms, and retirement plans with access to Fidelity's proprietary investment management, trading, and financing solutions. The FI Central Finance team is responsible for providing accurate and a broad range of analytics, financial management, and strategic business partner support to drive improved outcomes and financial results to the broader organization.

The Expertise and Skills You Bring

• Bachelor s degree in Finance/Accounting/Economics or equivalent with 5+ years of experience; MBA preferred
• Strong analytical and strategic skills combined with solid business and financial acumen
• Excellent communications skills and demonstrated ability to influence senior business leaders
• Proven analytical and organizational skills, with strong accountability
• Demonstrated ability to work on competing priorities in a fast-paced environment

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a

Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. 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 value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

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, contact the HR Accommodation Team by sending an email to

, or by calling , prompt 2, option 3.