Job Description:

Position Description:

Evaluates strategic opportunities — corporate venture investments, potential acquisitions, divestitures, strategic alliances, and business unit evaluations and reviews. Gathers and synthesizes materials on companies, products, and industries and effectively communicates findings to management and stakeholders. Researches and analyzes current and future trends in the financial services industry — asset management, discount brokerage, institutional services, and retirement services. Monitors fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews.

Primary Responsibilities:

•           Supports the valuation and due diligence process of potential acquisitions and strategic investments.

•           Assists with the evaluations of core and non-core businesses — improving financial profitability and overall strategy.

•           Performs research and maintains affiliations with professional organizations.

•           Monitors strategic moves of top competitors and industry leaders and new entrants in the field.

•           Researches developments in the fields of industrial technology, business, finance, and economic theory.

•           Develops complex financial and valuation models using investment principles.

•           Prepares investment plans for the team using financial research and analyses.

•           Presents oral and written reports on general economic trends, individual corporations, and industries.

•           Interprets data on price, yield, stability, future investment risk trends, economic influences, and factors affecting investment programs.

Education and Experience:

Bachelor’s degree (or foreign education equivalent) in Economics, Mathematics, Finance, Accounting, or a closely related field and three (3) years of experience in the job offered or three (3) years of experience performing financial and competitive market analysis to evaluate strategic investments and transactions in the financial services industry.

Or, alternatively, Master’s degree (or foreign education equivalent) in Economics, Mathematics, Finance, Accounting, or a closely related field and one (1) year of experience in the job offered or one (1) year of experience performing financial and competitive market analysis to evaluate strategic investments and transactions in the financial services industry.

Skills and Knowledge:

Candidate must also possess:

Demonstrated Expertise (“DE”) examining company financial, governance, operating models, and go-to-market strategies to identify advantages in operations, finance, risk, and technology; conducting due diligence during mergers, acquisitions, and strategic investments using virtual data rooms; modeling and recommending purchase prices using discounted cash flow analysis; negotiating transaction terms; and providing senior management and business stakeholders with purchase price recommendations, return on investment analysis, and revenue and expense synergies to enable key investment and asset allocation decisions.

DE performing complex financial modeling — processing financial and operational data, creating financial (income statement, balance sheet, and cash flow) statements and operating models, bear, bull, and base scenario analysis, valuing companies, using discounted cash flows, comparable public company, and transaction analysis — using Microsoft Excel and S&P Capital IQ.

DE conducting market research and industry competitive analysis — analyzing financial and operational data of key companies — on industry trends, competitor fundamentals, survey results, broker and consultant reports, and company news releases using third-party databases (Cerulli and Pitchbook); analyzing SEC financial regulatory filings; and examining regulatory changes and presenting results of that analysis to senior management and business stakeholders.

DE partnering with matrixed teams — product, sales, legal, and technology — to evaluate and identify strategic opportunities encompassing corporate venture investments, potential acquisitions, divestitures, strategic alliances, and partnerships; analyzing non-core businesses for commercialization or divestiture to help business units prioritize investment priorities; and performing business planning, market sizing and segmentation, and implementing strategic initiatives, using Microsoft Excel, PowerPoint, and screening (Pitchbook and CB Insights) and tracking tools (Affinity).

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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.