Job Description:

The Role

Are you interested in supporting Alternative Investment Products that are being developed by multiple Investment Teams? Do you want to support Fidelity’s flagship Target Date Fund business? If so, this role will keep you engaged and provide numerous development opportunities.

We are looking for an individual that has great problem-solving skills, has a desire to learn, can bring energy to the team and has a curious mindset to understand all aspects business problems, Initiatives, or analyses. This role provides a tremendous opportunity grow and build your career with Fidelity Investments Finance.

As part of the Asset Management Finance Team within Fidelity Management & Research

Company (the investment management arm of Fidelity) you will work with a dynamic team using the latest

tools and technology to develop and enhance your essential finance skills.

The AM Finance Team collaborates with a variety of stakeholders including senior management, central

finance and the strategy team to drive finance initiatives and deliverables across Asset Management. This

role will focus on providing financial support and analysis for the Fidelity Asset Management Solutions Business (Asset Allocation, Institutional Portfolio Management & Institutional Equity) and High Income & Alternatives Business.

As a member of AM Finance team, you will also have multiple opportunities to lead and or contribute to critical short- and long-term finance AM wide initiatives.

The Purpose of Your Role

Provide financial support and analysis for Fidelity Asset Management Solutions (Asset Allocation, Institutional Portfolio Management & Institutional Equity) and High Income & Alternatives.

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

Provide and work directly with Investment Team Presidents on insightful analysis on new investment products, scaling core businesses and Industry Opportunities & Position.

Support business case development and investment requests including technology spend

Develop meaningful scorecard for Fidelity Asset Management Solutions (Asset Allocation, Institutional Portfolio Management & Institutional Equity) and High Income & Alternatives.

Manage and analyze monthly results including Assets, Flows, Market Share, Expense and Headcount

Ensure profitability drivers are up to date and lead annual profitability driver update process

Mentor and indirect management of junior team members

The Expertise We’re Looking For

A bachelor's degree in Finance, Economics, or equivalent training; MBA or advance degree a plus

7+ years of professional experience in Finance with a successful track record of in financial modeling and analysis

The Skills You Bring

Ability to prioritize tasks based on urgency and relevance and reliably meet deadlines

Confidence and ability to influence others across the organization

Strategic and entrepreneurial thinking combined with keen attention to detail

Displays strong desire and willingness to learn new skills

Energetic, demonstrates initiative and active team player

Exceptional analytical and problem-solving skills

Excellent verbal and written communication skills

Strong interpersonal skills

The Value You Deliver

Provide superior and insightful analysis to enable Asset Management Leaders to make sound, well informed decisions

Key participant in the annual planning process, ensuring deliverables are met and efficiencies created where possible

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.