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.
Evaluates competitors capabilities, size, and growth, and
Develops insights and conclusions from analysis and
Gathers data and builds consensus on project plans.
Prepares presentations for senior executives regarding market
Works closely with business unit personnel to implement
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
Creates detailed implementation roadmaps that include
deliverables, timelines, specific resources required, operating
structure, Key Performance Indicators (KPI), and group interaction
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
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
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
For full job details and to apply, please visit
https://jobs.fidelity.com/ and search for job number: 2012733.