Job Description:

The Role

This position sits within the Client Compensation & 12B1 Billing team and is primarily responsible for the delivery of accurate, high quality financial information to senior management and both internal and external business partners. This role is highly analytical and requires an individual who can multi-task in a fast-paced and complex organization while working in a team-oriented environment.

The Associate Billing Analyst is accountable for the accurate and timely delivery of compensation payments to firms who sell Fidelity Products and for the collection and reconciliation of 12B1’s from funds participating in FundsNetwork. The group is looking to hire an Associate Billing Analyst to handle compensation payments to FI Intermediaries and 401K clients. The analyst will complete a variety of controls and analytics to ensure accuracy.

The Expertise and Skills You Bring

Bachelor’s degree in Finance, Accounting, Economics, or the equivalent, with 1+ year(s) financial work experience is required

Work experience in the Financial Services Industry is a plus

Advanced skill knowledge in Excel with utilization of pivot tables and vlookups is strongly preferred.

Strong analytical skills with an ability to quickly understand complex issues

Ability to apply logical thought to problem solving and data challenges

Proficiency with analytical and financial tools (Excel, Access, Business Objects)

Ability to manage and prioritize multiple detailed processes in a time critical environment

Proven written and oral communication skills – can articulate clearly with all levels of employees

Attention to detail

Desire to learn and grow and the curiosity you bring to work everyday

Understanding of financial principles and systems

Focus on innovation and operational improvement

Capable of working independently with minimal direct supervision

The Team

The client compensation team is responsible for the delivery of $900M in compensation payments annually, we protect Fidelity’s reputation and bottom line by following compensation regulations and ensuring the highest accuracy. Our dedication to our clients is proven by:

· Supporting the compensation process by validating trade and asset-based compensation, calculating revenue share payments, and ensuring accurate and timely payment delivery

· Providing solutions to client compensation inquiries and complex issues

· Communicating with internal business partners and external clients.

· Implementing process improvements to improve efficiency, minimize risk and reduce expenses

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 associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. 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 accommodations@fmr.com or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Certifications:

Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

We invite you to Find Your Fidelity at fidelitycareers.com.

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 Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.

Fidelity will continue to keep the safety of associates and customers as our top priority and this will never change. As the pandemic evolves and Federal, State, and Local regulations emerge, it has become clear that knowing the vaccination status of all associates is critical to our safety efforts.

Therefore, Fidelity will require all candidates to disclose their COVID-19 vaccination status during the hiring process, and if vaccinated, provide proof of vaccine.

This is not a requirement to be vaccinated. It is a requirement to report vaccination status and, if vaccinated, provide proof.