Job Description:
Financial Analyst
The Role
Over the past several years, Fidelity has acquired millions of new retail customers. The Brokerage Service Operations (BSO) group within Fidelity Brokerage (FB) is responsible for driving the development of those customers into satisfied and profitable investors. As a Financial Analyst on the Finance team supporting BSO, you will help guide the development and implementation of FB's strategy by delivering impactful financial analysis of the business, its customers, and its products & services. You will work directly with BSO business partners, key partners in other business functions, and members of Finance across the firm.
- Financial analysis related to planning, forecasting, and business measurement to help form and refine FB's strategy
- Headcount and P&L governance
- Ownership of key performance metric reporting, analytics, and insights
- Business case support
- A broad range of ad-hoc analytical support across FB's business and finance teams
The Expertise and Skills You Bring
You are an intellectually curious, strategic thinker with exceptional analytical and problem-solving abilities. You thrive in a fast-paced, dynamic environment with the ability to respond to shifting priorities while maintaining progress of regularly scheduled work. Your work reflects a high level of accuracy and attention to detail, particularly when managing large volumes of data or preparing materials for senior management. You have strong interpersonal skills, including the ability to analyze complex issues, synthesize key points and effectively communicate findings with Finance and business partners at varying levels of the organization. You take initiative and seek creative solutions that challenge conventional approaches. You collaborate effectively with business partners and thrive in team settings, while also demonstrating the ability to work independently on most analyses.
- A Bachelor's degree in Finance, Economics, or equivalent
- Minimum of 2 years of experience in financial analysis
- Strong financial modeling and presentation skills
- Experience with tools such as SQL, Tableau, PowerBI, and Anaplan is a plus
The Team
Fidelity Brokerage is a multi-faceted business with a core purpose to inspire better futures by helping tens of millions of investors of all ages and affluence to help manage their investments and live the life of their dreams. The Brokerage Service Operations group is at the forefront of Fidelity Brokerage's customer acquisition efforts. Our team and this role are key to ensuring the success of its strategy and the success of the firm.
Note: Fidelity is not providing immigration sponsorship for this position.
The base salary range for this position is $58,000-$91,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.