Financial Analyst III

Fidelity Investments - Boston, MA 02108 APPLY TO THIS JOB

Asset Management Finance is seeking a Financial Analyst III candidate to support Asset Management pricing and Asset Management Business Acceptance Committee (AM BAC) project management.

The Team

You will support Asset Management pricing by building and maintaining pricing models, providing meaningful input into the institutional pricing methodology and constructing P&Ls for new and existing institutional clients. In addition, you will be responsible for supporting the project management of the AM BAC as well as ad-hoc analytical support.

As a member of Asset Management Finance, you will be responsible for providing senior management with insightful, action-oriented financial analysis to guide effective decision-making that impacts Fidelity’s clients and associates. Asset Management Finance develops P&Ls for hundreds of clients and billions of AUM annually that directly supports Fidelity’s growth and development efforts.

The Expertise You Have

Bachelor's degree in Finance, Accounting, Economics or related field with a minimum of 3-5 years of work experience in a finance role

Advanced experience with various software applications (including Excel, PowerPoint and Tableau) and demonstrated aptitude for building financial models for complex processes

Project management experience necessary

Understanding of the various investment products available to customers across the Fidelity businesses

The Skills You Bring

Strong financial software skills with emphasis on Excel, Tableau & FCAP

Exceptional analytical and problem solving skills

Excellent verbal and written communication skills

Work independently and exhibit both independent thinking and good judgment

Strong interpersonal skills

Strong project management skills

Ability to multi-task, work under pressure and hit deadlines

The Value You Deliver

Develop and enhance institutional pricing models for multiple advisors and various products

Work closely with distribution finance, AM Finance and business partners across the firm to ensure all stakeholders in institutional pricing process are engaged and supported

Identifying opportunities for methodology improvements, potential simplification of models and drive process improvements

Provide actionable and insightful financial decision support

Developing insights and conclusions from analysis

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

1/4/2019 5:46:54 AM