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Senior Financial Analyst

Company: Fidelity Investments
Location: Boston
Posted on: September 19, 2023

Job Description:

Job Description:This role supports the pricing efforts of the correspondent broker-dealer and bank custody business divisions, which are hyper-competitive and continuously evolving market segments. Analysts in the group play an important role in contract negotiations related to both existing and prospective clients by working closely with Relationship Management, Sales, Product, and Platform specialists to develop and evaluate various pricing strategies and value business opportunities. Primary activities include valuing prospects, formulating pricing strategies, translating that strategy to a financial model/forecast, drafting legal pricing documentation, and effectively articulating the analysis and resulting strategy to senior finance and business management. Candidates must have strong financial modeling and valuation skills, understand financial and accounting principles, be competent with financial data/reporting systems, and be able to influence senior decision makers throughout the organization. As a senior analyst, this position will be expected to lead large complex deals, act as a leader within the group, become a subject matter expert in an evolving market place, and bring experience and thought leadership to the group and the group s business partners.The Skills You Bring

  • The ability to broadly apply financial and accounting principles to a variety of standard and ad-hoc analysis
  • The ability to quickly learn multiple financial data and reporting systems and navigate them simultaneously
  • Strong analytical and problem solving skills
  • Strong interpersonal skills and the ability to effectively and confidently communicate findings to more senior levels within the organization
  • The ability to manage multiple/competing projects and deals in parallel
  • The ability to independently construct a business caseThe Value You Deliver
    • The delivery of timely, accurate, and decision-ready financial information to our business partners
    • The ability to go above and beyond the base level of analysis to deliver pricing strategy and guidance to our sales and relationship management partners
    • The ability to take complex topics and explain the key points to technical and non-technical audiencesHow Your Work Impacts the OrganizationFidelity Institutional provides a robust platform through which our financial intermediary clients and their financial advisors can operate their businesses, including the ability to enter and complete trades, research and monitor the markets, and offer a full suite of wealth management products to end customers including managed accounts, financial planning, data aggregation and performance reporting.Broker-dealer and Bank Custody are important components of the Fidelity Institutional business and the broader Fidelity organization. FI provides critical scale to the Fidelity complex as the clearing provider for the Personal Investing unit of Fidelity.Certifications:Company OverviewFidelity Investments is a privately held company with a mission 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 UsAt 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. Honored with a , we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling \u0022.\u0022We invite you to Find Your Fidelity at .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--, or by calling 800-835-5099, prompt 2, option 3.

Keywords: Fidelity Investments, Boston , Senior Financial Analyst, Accounting, Auditing , Boston, Massachusetts

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