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Sr. Manager, Portfolio Analysis - Merrimack, United States - Soteriare
Description
Sr. Manager, Portfolio Analysis & Tech Business Mgmt (TBM) page is loadedSr. Manager, Portfolio Analysis & Tech Business Mgmt (TBM)
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locations
Westlake, TX
245 Summer St, Boston MA
Merrimack, NH
Smithfield, RI
time type
Full time
posted on
Posted 2 Days Ago
job requisition id
Job Description:
The Sr.
Manager of Portfolio Analysis & TBM reports to the head of Tech Finance & Strategic Portfolio Management, and will be accountable for E2E ownership of the TBM Model for Fidelity Wealth.
In this role, your team and your finance partners will count on you for four critical things:Owning the TBM model design and accuracy of the results Educating teams on how the TBM model works Helping your team and others analyze and interpret the results, and Leading the investment planning for quarterly tech reviews (QTRs) and annual planning
As you grow in this role you'll additionally get the chance to broaden your experience with business intelligence tools like PowerBI, support ad hoc analysis related to the tech portfolio, unlocking insights for senior leaders on investment benefits / ROI, and leading elements of the multi year planning and budgeting process.
The Expertise and Skills You BringAbility to learn quickly and work well under pressure in a fast-paced environment
Thorough and experienced handling large quantities of information with high levels of accuracy
Intellectually curiosity with a penchant for understanding how things work, as we'll count on you to be the SME
Confidence and maturity to engage with partners on your team and across the Finance function, and set direction for large groups
Excellent communication skills with the ability to summarize and clearly articulate complex issues
An understanding of activity based costing models
Familiarity with Fidelity's suite of planning tools; Anaplan, TBM, Workforce Connect, PowerBI, NGAV
On the other side of this role you'll have gained a unique and a deep understanding for Fidelity Wealth's Agile operating model, the investments we make, the routines that underpin investment planning, and the financial architecture (ie systems) that power the insights.
The knowledge you gain in this role will be critical as you ascend to other Finance Leadership roles.Company Overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates.
We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences.
For information about working at Fidelity, visit Fidelity Investments is an equal opportunity employer.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at
or call , prompt 2, option 2 if you would like to request an accommodation.
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Category:
Finance
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At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates.
We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
For information about working at Fidelity, visitFidelity Investments is an equal opportunity employer.
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 please contact the following:
For roles based in the US: Contact the HR Leave of
Absence/Accommodation
Team by sending an email to
,
or by calling , prompt 2, option 2
For roles based in Ireland:
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For roles based in Germany:
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