Job Description:

The Financial Analyst III (FA3) role is a member of Fidelity Capital Markets (FCM) Finance that provides decision support, financial planning and analysis, accounting, and reporting related to Fixed Income, Equity, Syndicate, and FX products across all Fidelity brokerage businesses. The primary objective of the role will be to provide support to FCM’s Foreign Exchange and Equity Origination businesses through a broad range of analytics, financial management, and strategic business partner support to drive improved outcomes and financial results. 

The Expertise You Have

Bachelor’s Degree in Finance, Accounting, or Economics combined with a minimum of 2+ years’ work experience

Experience in financial services industry is highly desired

Strategic thinker who can take an end-to-end view of an issue and develop multiple solutions

Proficiency in financial modeling, presentation, and data visualization tools (MS Excel, MS PowerPoint, Tableau, Microsoft 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

Outstanding analytical and problem-solving skills, demonstrating an aptitude for building financial models for complex processes and working independently to perform most analyses

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

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

Ability to respond to shifting priorities while maintaining progress of regularly scheduled work 

The Value You Deliver                                                                       

This is an opportunity for a hard-working and collaborative individual to work as part of the FCM Finance Team to support the various business lines of which Capital Markets is comprised. The Financial Analyst III, along with a small team of fellow senior analysts, will provide high-quality analysis and thoughtful input to various business functions and leaders. This is a unique opportunity for an individual to develop subject matter knowledge across multiple product areas of Capital Markets, and to understand how Capital Markets plays a vital role in supporting other business lines at Fidelity.  Responsibilities include:

Providing Finance support for the FOREX and Equity Origination teams, working closely with senior-level business partners to understand revenue drivers and market trends and their impact on the P&L.

Performing a number of different Finance responsibilities including FP&A, decision support, pricing, modeling, and business development and strategy.

Supporting FCM’s product and client profitability model (i.e. FCAP) and assist in finance modernization (NGAV) by ensuring the business groups you support are properly reflected in the model.

Preparing and distributing daily reporting highlighting revenue performance by business line

The successful candidate will be capable of developing a deep understanding of the Capital Markets businesses and products supported. As such, the analyst must be capable of understanding the details as well as be able to provide contextual commentary around the results to help “tell the story”. 

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

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.