Job Description:
The Role
This role in Financial Data & Analytics team within Fidelity Wealth Finance will be responsible for producing accurate high-quality financial and customer & product data and information to team members, business partners, and executive leaders using Fidelity's extensive data assets and tools. The role will also work on information delivery including new and enhanced financial and operational reporting and deliver analysis and insights to influence key decisions impacting the future of the Wealth business.
The Expertise and Skills You Bring
- Bachelor's Degree in Finance, Economics, or Statistics, combined with a minimum of 5 years' progressive work experience in data analytics, decision support, and/or FP&A.
- At least a foundational understanding of micro/firm level economics and managerial finance principles, P&L concepts, and financial data and reporting.
- Experience with financial analysis projects such as business case analysis, pricing models or forecast models would be preferred. Preferably should have experience in creating presentations of the analytic insights for senior leadership.
- Expertise and high degree of interest in working with large, complex datasets related to customers and products using data analysis tools such as SQL. Experience with reporting and visualization apps including PowerBI, Tableau, Domo will be an advantage.
- Applicants should have strong analytic skills, conceptual thinking, and problem-solving capabilities. A learning mind-set and flexibility to work on varied projects are essential to success in the role.
- Bring a proactive approach and operate with agility. Sensitivity and responsiveness to business partner priorities is crucial.
- Intellectually curious, ability to connect the dots, pays close attention to detail to ensure quality output and analyses
- Ability to handle a broad portfolio of work; must possess excellent planning, prioritization, and project management skills including ability to run multiple parallel streams of work and multiple business partners.
- Excellent interpersonal skills along with an ability to work confidently and build positive relationships across all levels of the organization.
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The Value You Deliver
- Coordinating and execution of broad projects important to senior leadership
- Sourcing information and synthesizing insights for senior management
- Driving sound decision making for the business
- Ensure consistency in analysis approach, standards for data and definitions.
The Team
The Data & Analytics team is a key business partner to the FP&A groups within the department. We support complex and sophisticated analysis of PI's customers, segments, products, and their profitability metrics. Information generated from our data and analytics platforms enable business and financial decisions that has wide impact - including pricing, service model, marketing and acquisition efforts, and new product development among others. This role will be key in supporting Finance's efforts in the growth and development of the business.
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 working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
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.