Director of Finance leading the strategic finance capability in a high - growth consumer app company. Reporting directly to the CEO and establishing financial planning frameworks from the ground up.
SF
Hybrid Senior Analyst, Equity Investment Services
Posted last month
About the role
- Senior Analyst supporting the Equity Portfolio Management team at Fidelity Investments. Delivering data-driven insights and managing relationships across teams.
Responsibilities
- As a Senior Analyst, Equity Investment Services (EQIS) at Fidelity Investments, you will play a critical role partnering with our EQIS team and cross functional partners to support the Equity Portfolio Management team.
- Communicate effectively with many levels of management.
- Be comfortable working with investors and have an interest in understanding the investment process.
- Demonstrate sound judgment and problem-solving skills when faced with uncertainty or shifting priorities.
- Demonstrate a passion for leveraging technology to deliver scalable, long-lasting solutions to complex business challenges.
- Be creative and resourceful in responding to time-sensitive ad hoc requests.
- Liaise and manage relationships with multiple internal groups who support Equity as well as external vendors on implementation activities.
- Partner with the Equity management team to develop and deliver periodic and ad-hoc analytics that enable data-driven decision-making.
- Manage and communicate program status to stakeholders of various initiatives.
- Identify and articulate program risks and help to resolve issues as they surface.
Requirements
- 3-5 years’ work experience in or working with investment operations in financial services industry
- Bachelor’s Degree
- Strong communication and analytical skills
- Must be highly organized, meticulous, detail oriented and can work independently
- Effective relationship management skills across numerous strategic business partners
- Demonstrated experience utilizing Python and SQL to streamline workflows, automate repetitive tasks, and deliver actionable data insights.
- Ability to perform multiple tasks simultaneously and comfortable in an environment of shifting priorities
- Excellent judgment, issue management, and problem-solving skills
- Self-motivated, comfortable taking the initiative, and meet deadlines independently
- Positive attitude and 'can do' work ethic.
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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