Finance Analyst III-AM-Strategic Advisers

Fidelity Investments - Boston, MA 02108 APPLY TO THIS JOB

The Team

Strategic Advisers LLC is a leading innovator of asset allocation solutions for Fidelity Investments. With over $350 billion in assets, Strategic Advisers is a registered investment adviser that provides a range of managed account solutions to achieve its clients' investment objectives. Strategic Advisers has been delivering these solutions for more than 25 years to retail and institutional clients, leveraging core capabilities of multi-asset class portfolio construction, third-party fundamental manager research, investment guidance, and financial planning. Strategic Advisers runs discretionary managed accounts for retail investors and participants in Fidelity record-kept defined contribution plans.

As a member of the Asset Management Finance Team, this role will report into the Director II of Central AM Finance while providing dedicated support to the Strategic Advisers business. The candidate will develop expertise related to the Strategic Advisers line finance responsibilities including decision support, evaluating current business performance, evaluating new opportunities and driving the Division’s performance through the planning, forecasting and KPI processes. The Boston-based position will work directly with and be based with the Director II of Strategic Advisers Finance.

The successful candidate will need to demonstrate exceptional analytical and problem solving abilities, strong verbal and written communication skills, exhibit relationship building skills, and possess proven project management capability. The ability to manage multiple priorities and demonstrate flexibility in a fast-paced environment will be critical. This position will support projects of various scope and complexity, and be responsible for managing and/or contributing to them effectively.

The Expertise You Have

Bachelors Degree in Finance or Accounting combined with 3 to 5 years full time work experience, preferably in a Financial Analyst role

Experience in financial services is highly desired

Working toward an MBA or similar advanced degree or certification is also desired

The Skills You Bring

Exceptional analytical and problem solving skills

Strong financial / business intelligence software skills with emphasis on Excel, Tableau, etc.

Excellent verbal and written communication skills

Strong interpersonal skills

Ability to work well in a fast paced environment

Confidence and ability to influence others across the organization.

Strategic and entrepreneurial thinking combined with the ability to manage details

Active team player as well as a self starter

Motivated for individual and team success

Energetic and demonstrates initiative

Communicate openly, honestly and frequently

The Value You Deliver

Strategic Advisers ad-hoc support and recurring analysis

Firmwide Managed Account analyses including overall profitability and customer fees

Business case development and analysis for new product launches and new channels

Support the planning process including multi-year plan, operating plan, budget and intra-period forecasts

Support the monthly FCAP production and validation process

Partner with SAI Product to ensure SAI’s diligent monitoring of outstanding capital

Company Overview

At Fidelity, we are focused on 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.

Job: Finance

Primary Location: US-MA-Boston

Schedule: Full-time

Job Level: Individual Contributor

Education Level: Bachelor's Degree (±16 years)

Job Type: Standard

Overtime Status: Exempt

Travel: No

Boston, Massachusetts
Boston, MA


Fidelity Investments

Boston, Massachusetts 02108

12/14/2018 7:24:19 AM