Job Description:

The Financial Analyst III (FA3) role is a member of the Brokerage Interest Center of Excellence, a division of Fidelity Capital Markets (FCM) Finance which provides decision support, financial and capital planning and analysis, accounting, and reporting related to interest and securities finance products across all Fidelity brokerage businesses. We work across a wide range of groups including FCM, Clearing & Custody, Personal Investments, Treasury, line and central Finance, Regulatory, Accounting, and Senior Management.

As member of this five-person team, the Financial Analyst III will primarily assist with data gathering and reconciliations, the monthly close for interest revenue, recurring standard reporting, and coordinating budgeting and business planning for the enterprise’s interest revenue products, with the expectation that he or she will grow to participate in the entire range of deliverables for the Interest COE. As the analyst develops, there will also be opportunities to get involved in projects and initiatives supporting the other areas of the enterprise listed above.

The Expertise We’re Looking For

A bachelor's degree in Finance, Accounting, or equivalent; MBA or advanced degree a plus

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

Financial services experience; experience with brokerage business and securities finance a plus

Proficiency in financial modeling, presentation, data visualization, and other tools (MS Excel, MS PowerPoint, Essbase, data warehouses, Tableau, DOMO, Power BI)

The Skills You Bring

Excellent written and verbal communications skills, including the ability to communicate effectively with Finance and business partners at varying levels of the organization

Intellectual curiosity

Strong analytical and problem solving skills, demonstrating the ability to analyze complex issues, overcome hurdles, and synthesize key points

Understanding of financial and accounting principles and how to apply them in business

Strong attention to detail and ownership for managing large quantities of detailed information with high levels of accuracy

Proven ability to manage competing priorities and multiple deadlines in a fast-paced environment

Ability to take initiative and seek creative solutions that challenge conventional approaches

The Value You Deliver

Developing and presenting analyses and recommendations to management and business partners

Assisting in production of presentations to senior management

Participating in budgeting and multi-year planning processes

Supporting the monthly close process for interest and securities finance revenue

Responding to internal and external audit requests

Maintaining and refreshing standard analyses (rate and pricing sensitivity analysis, for example)

Participating in various projects such as business case development, systems implementation testing and integration, and new client integration into financial systems and reports

Enhancing and/or creating automated reporting views, including use of dashboards or other data visualization tools

Fidelity will reasonably accommodate associates with disabilities who need adjustments to participate in the application or interview process, or to perform the essential functions of their job. Visit myHR and search for “accommodation” to review Fidelity’s Reasonable Accommodation for Disabilities Policy. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by completing the Accommodation Request Form on myHR, or by calling 800-835-5099, prompt 2, option 2.

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.