Associate Financial Analyst delivering accurate financial information for Fidelity’s mutual fund boards. Collaborating with teams to analyze profitability and support fund fee contract renewal.
Responsibilities
Play a key role in delivering accurate, high-quality financial information for Fidelity’s mutual fund boards
Develop and apply your knowledge of Fidelity businesses and investment products to support the renewal of mutual fund fee contracts
Assist with preparing and reporting quarterly and annual Fund Profitability results to senior leaders
Analyze the results and work with business partners to understand how changes within the business affect results
Gain an understanding of how Fidelity’s distribution channels contribute to the firm’s mutual fund business
Contribute to various ad hoc projects, including Board-requested analyses and methodology reviews, ensuring that Trustees have the insights they need to make informed decisions
Requirements
Bachelor’s degree in finance, accounting, economics, or related field
Professional experience in finance, accounting, and/or in the financial services industry a plus
Self-motivated teammate with energy, enthusiasm, and intellectual curiosity
Ability to work effectively as part of a team and collaborate with business partners
Strong analytical and problem-solving skills; able to work independently
Excellent written and oral communication skills for all organizational levels
Proficiency in modeling, presentation, and data visualization tools (MS Excel, MS PowerPoint, Oracle BI, Power BI)
Adaptability to shifting priorities while maintaining progress on scheduled work
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