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Associate Financial Analyst

This role is an opportunity to join the Managerial Finance team in the Personal,
Workplace, and Institutional Services (PWIS) Board Support Group. The PWIS Board
Support group provides business and financial reporting and analytics to the Fidelity
Mutual Fund Board of Trustees on behalf of the PWIS business. The work supports the
annual contract approval process for the 400 mutual funds managed by Fidelity
Investments.

Fidelity Personal, Workplace and Institutional Services is a division of Fidelity
Investments representing Fidelity's retail brokerage, defined contribution and defined
benefits, retirement services, health and welfare, intermediary, and institutional
businesses

The role will report directly to the Vice President of Finance and will be primarily
responsible for supporting the Fidelity Mutual Funds Board(s) of Trustees on behalf of
the PWIS businesses with a focus on Workplace Investing. Fund Profitability is an
activity-based costing model that is used to calculate the profitability of our different
investment products. The results of this work are shared with the Fidelity Board of
Trustees and are used to help set the funds' fees. In this function the analyst will work
with Finance partners across the firm and work with outside auditors to validate the
results and perform analyses on trends and business changes. The group also
functions as an area of subject matter expertise on fund revenue and partners with
other finance areas on analyses used in business decision support.

Primary Responsibilities
Maintain and enhance complex financial models including driver collection,
methodology enhancements, and organizational changes.
Produce quarterly and annual profitability reporting for the Fidelity mutual funds.
Collect and analyze key business drivers needed to support decision making and
pricing strategy
Provide monthly transfer agent metric analysis and issue resolution
Present financial results to Senior Finance Leadership team
Conduct ad-hoc analysis as needed

Qualifications:
Education and Experience
Bachelor's degree in Finance, Accounting, Economics or related field
Broad understanding of financial/accounting principles

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Skills and Knowledge
Excellent verbal and written communication skills
Demonstrated ability to work across organizations and develop positive working
relationships with peers, senior management and business partners
Strong computer skills and the ability to manage and analyze large data sets
Ability to identify, define and execute daily process improvement opportunities
Ability to work under pressure and deliver in tight deadlines

Company Overview
Fidelity Investments is one of the world's largest providers of financial services.
Founded in 1946, the firm is a leading provider of investment management, retirement
planning, portfolio guidance, brokerage, benefits outsourcing and many other financial
products and services to more than 20 million individuals and institutions, as well as
through 5,000 financial intermediary firms. For more information about Fidelity
Investments, visit company website .

Fidelity Investments is an equal opportunity employer.
Job Level: Entry Level
Education Level: Bachelor's Degree (16 years)
Job Type: Standard
Shift: Day Job