Job Description:

This Financial Analyst role is part of the Workplace Investing (WI) / Healthcare Group (HCG) Finance Decision Support and Analytics Team, a Center of Excellence delivering actionable and insightful financial analysis to our business partners. The primary objective of the role will be to provide a broad range of analytics, financial management, and strategic business partner support to drive improved outcomes and financial results to the broader organization. You will be responsible for conducting consultative analytics and creating executive level recommendations for key strategic priorities across all WI/HCG groups. Projects will range from short term ad-hoc deliverables to long term projects that could span 3-6 months. In a highly matrixed organization, you will partner closely with WI/HCG CoEs, including Line Finance, Pricing, and Costing teams. As a senior analyst on the team, you will also mentor and train junior analysts on the team through leadership opportunities.

The Team

Workplace Investing is an industry leader in providing retirement, investment, and benefit solutions.  This role supports our customer facing Sales associates that are tasked with driving new business to generate value and grow market share for the firm.

The Expertise You Have

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

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

Proficiency in MS Excel and MS PowerPoint with experience in Tableau and/or PowerBI, FCAP, & FDH

Previous financial services and/or consulting experience

The Skills You Bring

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

Exceptional analytical, project management, and problem solving skills

Ability to gather context to understand business questions and work with others to source and analyze data leading to analytical findings/solutions

Strong interpersonal and leadership skills

Comfort with ambiguity, a strong sense of curiosity and eager to ask questions

Comfort with project-based work; ability to take initiative, ramp-up quickly, shape project direction and seek creative solutions that challenge conventional approach

Confidence and ability to influence others across the organization

Flexible and adaptable team player

The Value You Deliver

Drive high impact / high visibility projects and deliverables across WI and HCG

Providing analyses and strategic recommendations to management and business partners

Synthesizing data, analyses, and conclusions into presentation form for senior management

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

Proactive partnership and communication with business and Finance partners

Leverage tools and business knowledge to continuously provide insightful analytics that evolve with changes in the business

Work with the business and Finance partners to understand investment opportunities and provide cost benefit analyses to support decision making

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.