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Director, Fidelity Consulting - 2012733

Company: Fidelity Investments
Location: Boston, MA
Posted on: October 9, 2020

Job Description:

Directs and executes analysis -- market analysis, internal capability assessment, competitor intelligence, customer research, product assessment, and financial analysis and modeling. Conducts secondary research to understand industry trends, and competitors, customers, regulatory, and technology changes. Evaluates the overall market, in terms of sizing, growth rates, and trends.

Primary Responsibilities:

Evaluates competitors capabilities, size, and growth, and identifies opportunities.

Develops insights and conclusions from analysis and research.

Gathers data and builds consensus on project plans.

Prepares presentations for senior executives regarding market risk.

Works closely with business unit personnel to implement recommendations.

Leverages expert analytical, communication, project management, and problem solving capabilities to influence middle to senior management on financial projects.

Conducts primary research, including synthesis of findings to develop practical and actionable recommendations.

Leverages financial modeling tools to evaluate the expected revenue and Return on Investment (ROI) implications for the business.

Creates detailed implementation roadmaps that include deliverables, timelines, specific resources required, operating structure, Key Performance Indicators (KPI), and group interaction specifics.

Conducts organizational studies and evaluations.

Designs systems and procedures.

Conducts work simplifications and measurement studies.

Prepares operation and procedure manuals to assist management in operating efficiently and effectively.

Presents oral or written reports on general economic trends, individual corporations, and entire industries.

Informs investment decisions and prepares plans of action by analyzing financial information to forecast business, industry, or economic conditions.

Education and Experience:

Bachelors degree (or foreign education equivalent) in Business Administration, Management, Finance, or a closely related field and five (5) years of experience in the job offered or five (5) years of experience performing financial market and operational analysis, and strategy development, implementation, and presentation for asset management industry.

Or, alternatively, Masters degree (or foreign education equivalent) in Business Administration, Management, Finance, or a closely related field and three (3) years of experience in the job offered or three (3) years of experience performing financial market and operational analysis, and strategy development, implementation, and presentation for asset management industry.

Skills and Knowledge:

Candidate must also possess:

Demonstrated Expertise (DE) executing client-facing business activities -- developing and delivering written reports and presentations (email, Microsoft PowerPoint, and Excel), and financial models -- for internal and external stakeholders; directing customer interactions -- writing, reviewing, and discussing market economics, sector historical performance, financial and asset projections, and business risks and mitigations.

DE examining company finance, governance, and operating models, and market strategies to identify advantages in operational, financial, and technological aspects; forecasting acquisitions during mergers and consolidations; estimating details in purchase prices and deal developments; negotiating timeframes and recommending sector investment opportunities; and informing and influencing client executives and senior management on decision-making within an asset management environment.

DE performing complex financial modeling including, processing large amounts of monthly, quarterly, and annual financial and operational data and updating financial (income statements/balance sheet/cash flow statements) and operations models by applying major data inputs -- variable in assumptions and historical and projections of financial and operation data points -- to build variable connections between financial and operational performance, using Excel Pivot Tables and SQL and VBA programming languages; and performing financial and economic analysis to create business evaluation conclusions, opportunity identification, and scenario analysis, using Excel Pivot Tables.

DE conducting company research and industry competitive analysis of experimental control variables, and bear, bull, and neutral scenario analysis, valuation through discount cash flows, analyzing financial and operational data from secondary research sources -- third-party data base on periodic industry trends and competitive performance, survey results, company news releases, industry conferences and presentations, interviewing with industry/company experts; analyzing SEC regulatory filings of company quarterly and annual financial reporting and changes in assets, holdings, and organizational structures; and examining shifting market dynamics and regulatory changes to present results to client executives and senior management.

For full job details and to apply, please visit https://jobs.fidelity.com/ and search for job number: 2012733.

Keywords: Fidelity Investments, Boston , Director, Fidelity Consulting - 2012733, Finance , Boston, MA, Massachusetts


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Director, Fidelity Consulting - 2012733
Description: Directs and executes analysis -- market analysis, internal capability assessment, competitor intelligence, customer research, product assessment, and financial analysis and modeling. Conducts secondary (more...)
Company: Fidelity Investments
Location: Boston, MA
Posted on: 10/9/2020

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