Job Description:

This role provides a tremendous opportunity to learn, grow and build your career with Fidelity Investments Finance. As part of the Asset Management Finance Team, you will work with a dynamic team using the latest tools and technology to develop and enhance your finance skills.

The AM Finance Team collaborates with a variety of partners including senior management, central finance, and the strategy team to drive initiatives across Asset Management. This role will focus on providing financial support and analysis for the Institutional Client Group Distribution Organization.

Successful candidates will demonstrate exceptional analytical and problem-solving abilities, strong verbal and written communication skills and the ability to manage several priorities and demonstrate flexibility in a fast-paced environment.

The Expertise We’re Looking For

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

5-7 years of professional experience in Finance with a successful track record of in financial modeling and analysis

Excellent verbal, written communication, and presentation skills

The Purpose of Your Role

Lead finance support for Sales and Relationship Management Compensation

Owner of ICG Win / Loss Analytics

Build relationships with the ICG Consultant Relations and Relationship Management teams to support the execution of key priorities

Support the planning process including multi-year plan, operating plan, budget, and forecasts

Develop and support the Institutional Client Group scorecard

Manage and analyze monthly expense, 3rd Party Payments and headcount reporting

Owner of ICG Client Profitability

Support of Institutional pricing including fee schedule requests, RFP support, Board Memo’s, and most favored nation (MFN) tracking

Perform ad-hoc assignments and analyses as required

The Skills You Bring

Outstanding analytical, problem solving and financial modeling skills

Ability to summarize and clearly articulate complex issues, synthesize key points and effectively communicate findings

Confidence and ability to influence others across the organization

Displays strong desire and willingness to learn new skills

Demonstrates initiative and a great teammate

The Value You Deliver

Provide superior and insightful analysis to enable Asset Management Leaders to make sound, well informed decisions

Key participant in the annual planning process, ensuring results are met and efficiencies created where possible

How Your Work Impacts the Organization

This role provides an opportunity to learn, grow and build your career as part of the Asset Management’s dynamic Finance Team; where you will be using the latest tools and technology to develop and improve your essential finance skills. As a member of AM finance you will provide significant analysis to senior management with multiple opportunities to lead and or collaborate with a variety of partners including senior management, central finance and the strategy teams to drive critical short and long term AM wide initiatives and results across Asset Management.

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.