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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