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Senior Analyst, Project Management & Strategic Initiatives

AT Fidelity Investments
Fidelity Investments

Senior Analyst, Project Management & Strategic Initiatives

Boston, MA

Job Description:

The Role

The Business Management & Strategy team provides operational and strategic support across the Compliance, Risk & Business Operations (CRBO) functions and the broader Asset Management (AM) organization in the areas of:

  • Business Management, including the aggregation and collection of Objectives & Key Performance Indicators (OKPIs)
  • The establishment, implementation, and execution of a robust communication strategy
  • Real estate planning for all of Asset Management, including the close coordination with the Fidelity Real Estate Company (FREC) and the Future of Work (FoW) team
  • Technology product support for the CRBO technology portfolio; and
  • Strategic support and program management support for key CRBO initiatives

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Within the broader Business Management & Strategy team, the Senior Analyst, Project Management & Strategic Initiatives will assist in the execution of efforts related to strategic support and program management support for key CRBO initiatives area.

This role is well-suited for someone who thrives in a dynamic, unpredictable environment. You'll enjoy this position if you're energized by being part of a hardworking, fun loving, creative, and collaborative team that loves to meet and support its business partners' needs & solutions.

The ideal candidate:

  • will have excellent communication skills and high degree of professionalism
  • will need to successfully navigate across the organization, build strong working relationships with key business stakeholders, and develop a strong professional network
  • is a quick learner, able to develop an understanding of the complex subject areas he or she is supporting to then deliver the strategic support needed by the business partner
  • can synthesize complex ideas into easy-to-understand materials and balance strategic thinking with practical implementation
  • is comfortable taking constructive feedback and working independently and with ambiguity
  • can work collectively and collaboratively with the team, business partners and/or Fidelity senior leadership team to ensure service delivery & satisfaction

The Expertise and Skills You Bring

  • Bachelors or equivalent degree required
  • Minimum of 2-4 years of relevant experience, consulting experience preferred
  • Experience assisting / executing strategic initiatives including assessments and recommendations
  • Exceptional analytical, communication, conceptual thinking, project management and problem-solving capabilities.
  • Ability to thrive in a fast-paced environment and simultaneously managing several programs.
  • If you excel working in a project-based environment and exhibit strong collaboration skills
  • Good Knowledge of Microsoft Office suite- PowerPoint, Word, Excel and willingness to learn
  • Attention to detail and independent judgement to handle various projects (simultaneously)
  • If you can manage deliverables, re-prioritize, and meet deadlines with high quality work
  • Effective communication and good articulation are your key skills
  • You embrace a wide variety of work and are flexible - from the ability to support administrative functions to executive interactions to make the project successful

Certifications:

Company Overview

Fidelity 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 Us

At 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 Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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.

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 all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

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 Accommodation Team by sending an email to accommodations@fmr.com.

Client-provided location(s): Boston, MA, USA; Smithfield, RI, USA; Merrimack, NH, USA
Job ID: Fidelity-2101553
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Company Equity
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program

Company Videos

Hear directly from employees about what it is like to work at Fidelity Investments.