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    Senior Financial Analyst - Merrimack, United States - Fidelity Investments

    Fidelity Investments
    Fidelity Investments Merrimack, United States

    4 weeks ago

    Fidelity Investments background
    Description
    Job Description

    Senior Financial Analyst – WI Pricing

    Role


    This position will be responsible for evaluating pricing and fees in Fidelity's Workplace Investing businesses for our Large and Select clients.

    The analyst will use marketplace knowledge, analytical skills and influencing skills to develop competitive pricing strategies that help acquire or retain clients, enhance product development, and optimize profitability for long-term benefit.

    The position regularly presents pricing issues, risks, and recommendations to Sales, Relationship Management, Segment Leaders and Finance.

    The Expertise And Skills We're Looking For

    College degree in Finance or Accounting
    4+ years of professional experience in Finance with a successful track record in financial modeling and analysis

    Excellent written and verbal communications skills, including the ability to "tell the story" and communicate effectively with Finance and business partners at varying levels of the organization.

    Strong PC skills including MS Excel, PowerPoint and Word, with significant emphasis on Excel
    Proven analytical/problem solving abilities
    Attention to detail and accuracy are essential
    Excellent interpersonal skills including the ability to influence senior level positions and develop consultative relationships with business partners
    Outstanding written and verbal communication skills
    Ability to prioritize multiple tasks and work independently
    Ability to show team leadership through collaboration with fellow team members
    Ability to take the initiative and seek creative solutions that challenge the conventional approach
    Analyze client pricing requests from Relationship Management
    Develop financial models and pricing proposals that conform to business guidelines to assist the Relationship Management organization to grow and retain existing clients
    Evaluate existing client deals as changes occur to the plan and its participants, product offering, fee structure and/or other key underlying assumptions
    Evaluate client specific metrics and challenge assumptions as appropriate to ensure that projected profitability and required fees are sufficient
    Analyze financial information and proactively create alternative pricing scenarios that enhance win rate, strengthen client retention, minimize risk, and improve profitability
    Present pricing proposals to key business partners and Senior Management to gain consensus on steps moving forward
    Continually prioritize requests to be completed based on a variety of factors including age, potential need for additional approvals, RFP deadlines, or client need
    Proactively raise pricing issues, trends and improvement opportunities as appropriate

    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—we 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.

    #J-18808-Ljbffr
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