About the role

  • Senior Financial Analyst supporting Fidelity's Fund Profitability analysis and assisting with Fund Board meeting materials. Collaborating with finance and business partners on profitability metrics and ad hoc projects.

Responsibilities

  • Drive the delivery of consolidated Fund Profitability results through management of the central Fund Profitability model
  • Assist with preparation of materials for Fund Board meetings; provide backup support for materials; address questions from Trustees
  • Assist in the production and analysis of quarterly and annual Asset Management Fund Profitability results; work with finance and business partners to understand how changes within the business impact Fund Profitability; report quarterly and annual results to broader team and senior leaders
  • Contribute to various ad hoc projects, including Board-requested analyses, review of methodology, etc.

Requirements

  • Bachelor’s degree in finance, accounting, economics, or related field
  • At least 4 years of professional experience in finance, preferably in the financial services industry
  • Proficiency in modeling, presentation, and data visualization tools (MS Excel, MS PowerPoint, Oracle BI, Power BI)

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

Job title

Senior Financial Analyst

Job type

Experience level

Senior

Salary

$80,000 - $153,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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