Job Description:

The Asset Management Strategic Advisers, Product & Pricing Finance team is seeking a Financial Analyst IV to support Institutional pricing requests, develop business cases and presentations that are reviewed by the Institutional Pricing Committees as well as the 1940 Act Product Council. Additional responsibilities include working with business colleagues to support fee schedule and pricing requests and client level reporting. Market knowledge, analytical and influencing skills will play a key role in developing analyses and pricing strategies.

Success will require an analytic demeanor, teamwork skills, comprehensive problem solving, independent thinking, and intellectual curiosity. You will deliver strategic insights and analysis that inform business strategy and decision making, drive expense reductions as well as measurement and evaluation of business performance and progress tracking of key initiatives.

The Expertise You Have

Bachelor's degree in Finance, Accounting, Economics, or related field with a minimum of 5 years of work experience in a Finance role; MBA preferred

Proven curiosity and experience related to building insightful financial models

Deep understanding of the products available to Fidelity’s customers

Strong analytical and strategic skills combined with proven business and financial competence

Experience supporting multiple simultaneous cross-functional initiatives

The Purpose of Your Role

You will provide business analysis support for the Product and Pricing team within Asset Management. This includes providing key financial analysis for strategies including development of business cases, partnering with the Distribution Team to develop pricing requests for new and existing products and working with key partners to support Institutional client requests.

The Skills You Bring

Strong software skills with emphasis on Excel, PowerPoint, Tableau, FCAP, Essbase/Smartview, PowerBI, DOMO, Simfund

Outstanding analytical and problem-solving skills

Ability to work independently and exhibit both independent thinking and good judgment

Strong interpersonal communication

Ability to multi-task and prioritize results

Your project management skills help you drive simultaneous progress on multiple cross-functional teams and initiatives

You possess strong analytical capabilities, excellent problem-solving skills, end-to-end thinking, and apply these skills universally to your work

You demonstrate excellent communication and presentation skills, including the ability to analyze sophisticated issues, synthesize key points, and communicate information in a concise manner appropriate for executive business decision making

The Value You Deliver

Financial evaluations of product strategies and fee modeling

Work closely with Distribution Finance, Asset Management Finance, and business partners across the firm to ensure all collaborators are engaged and supported

Quarterly client pricing reporting management & evaluation of improvements in execution

Most Favored Nations semi-annual monitoring and reporting

Develop and present business cases for registered products to Asset Management's Business Acceptance Committees

Preparation and delivery of annual board memos

Support of contract fee requests and maintenance of documentation

Develop insights and conclusions from analysis

Support of Institutional pricing initiatives

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.