Job Description:

Financial Analyst IV – Fidelity Capital Markets – FI

The Financial Analyst IV (FA4) role is a member of the Brokerage Interest Center of Excellence, a division of Fidelity Capital Markets (FCM) Finance that provides decision support, financial and capital planning and analysis, accounting, and reporting related to interest and securities finance products across all Fidelity brokerage businesses. The primary objective of the role will be to provide support to the Brokerage Interest Center of Excellence through a broad range of analytics, financial management, and strategic business partner support to drive improved outcomes and financial results.

The Brokerage Interest COE works across a wide range of groups including FCM, Clearing & Custody, Personal Investments, Treasury, line and central Finance, Regulatory, Accounting, and Senior Management. As a member of this five-person team, you will have opportunities to get involved in projects and initiatives supporting these areas of the enterprise.  Supporting the Interest COE, you will lead budgeting and financial planning efforts, perform product and competitive reporting and analysis, help coordinate pricing strategy for brokerage interest products across the enterprise, and assist with the development of recommendations and insights to directly influence management decisions.

The Expertise We’re Looking For

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

5+ years of professional experience in Finance with a successful track record in financial modeling and analysis; 3+ years of experience with advanced degree

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

Proficiency in financial modeling, presentation, and data visualization tools (MS Excel, MS PowerPoint, Business Objects); familiarity with Fidelity systems such as FBSI and FCMONE beneficial

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

Developing and presenting analyses and strategic recommendations to management and business partners

Preparing and analyzing reports for various business partners (e.g., capital usage, balance sheet, competitive/market share, P&L, return on capital)

Leading budgeting and multi-year planning for brokerage interest products

Supporting the monthly close process for interest revenue, as well as efforts to modernize and automate existing processes

Enhancing and/or creating automated reporting views, including use of dashboards and 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.