Job Description:

The Pricing Analyst is responsible for all financial elements within the end-to-end lifecycle of sales deals and pricing negotiations in the Registered Investment Advisor (RIA) and Fidelity Family Office Solutions (FFOS) segments of the Fidelity Institutional (FI) business. This process typically includes in-depth financial analysis to evaluate deal profitability, engagement with FI management for deal escalations, and significant interaction with the Sales and Relationship Management (RM) organization. The role also engages with business partners across FI on key initiatives including new pricing constructs and product solutions to drive revenue growth.

This role supports the pricing efforts of the competitive and evolving RIA and FFOS market segments. Analysts work closely with Relationship Management, Sales, Product, and Platform specialists to develop and evaluate various pricing strategies and value business opportunities. Primary activities include valuing prospects, formulating pricing strategies, translating that strategy to a financial model/forecast, drafting pricing documentation, and effectively articulating the analysis and resulting strategy to finance and business management.

The Team

Fidelity Institutional provides a robust platform through which our financial intermediary clients and their financial advisors can operate their businesses, including the ability to enter and execute trades, research and monitor the markets, and offer a full suite of wealth management products to end customers including managed accounts, financial planning, data aggregation and performance reporting.

The Expertise You Have

A bachelor's degree in Finance, Economics, or equivalent

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

Financial services experience preferred; experience in clearing/custody (FI) a plus

Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in Tableau, Hyperion Essbase, FCAP, & FDH

Basic understanding of valuation concepts including NPV, IRR, and Return on Invested Capital

Basic understanding of the products and services involved in the brokerage business

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

Proven data gathering and analytic skills with the ability to develop and deliver financial models

Strong analytical and problem solving skills

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

Strong interpersonal skills

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

Flexible and adaptable team player, able to operate in a highly matrixed environment

The Value You Deliver

The delivery of timely, accurate, and decision-ready financial information to our business partners

The ability to go above and beyond the base level of analysis to deliver pricing strategy and guidance to our sales and relationship management partners

The ability to take complex topics and explain the key points to technical and non-technical audiences

Finding opportunities to streamline work processes to make the team more efficient and effective

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission 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. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).”

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.