Associate Financial Analyst

Fidelity Investments Inc.; Boston (MA); Hybrid; USD 65,000 - 85,000; Full time

Job summary

A leading financial services firm is seeking an Associate Financial Analyst to join its Finance Team. This role involves providing critical financial analysis through collaboration with business partners, focusing on FP&A and corporate real estate. Candidates with strong analytical skills, a finance degree, and relevant experience are encouraged to apply, as the role demands effective communication and project management capabilities.

Qualifications

• 1+ years of experience in Finance is required.
• MBA or advanced degree is a plus.
• Flexible, self-motivated with project management skills.

Responsibilities

• Deliver impactful financial analysis across various areas.
• Collaborate with business partners in Fidelity Real Estate.
• Assist in financial planning, budgeting, and reporting tasks.

Skills

Analytical Skills

Communication

Financial Modeling

Problem Solving

Project Management

Education

Bachelor's degree in Finance or Economics

Job description

Job Description:

The Role

The Associate Financial Analyst is a member of the Finance Team delivering impactful and insightful financial analysis. The objective of this role is to provide support in multiple areas of work, including Financial Planning & Analysis (FP&A), budgeting, reporting, utilities, taxes, and various ad-hoc projects across the organization. The candidate will have a strong analytical approach, excellent interpersonal skills, and works collaboratively in a fast-paced environment. You will work closely with business partners throughout Fidelity Real Estate and develop an understanding of corporate real estate.

The Expertise and Skills you Bring

• Strong analytical and strategic skills combined with business and financial competence.
• Excellent communications skills and ability to influence business leaders
• Bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree a plus
• 1+ years of experience in Finance
• Financial modeling and analysis
• Flexible, self-motivated teammate who brings energy, enthusiasm, and intellectual curiosity to the role
• Fast-paced organization, prioritize well under pressure, take ownership and accountability for your work
• Project management skills help you drive progress on cross-functional teams and initiatives
• Strong analytical capabilities, problem-solving skills, end-to-end thinking, and apply these skills universally to your work
• Demonstrate excellent communication and presentation skills, including the ability to analyze complex issues, synthesize key points, and effectively communicate information in a concise manner
• Driving analytics and results across business
• Synthesizing data, analyses, and conclusions into presentation form for senior management
• Finding opportunities to restructure work processes to make the team more efficient and effective
• Use data visualization tools and business knowledge to continuously provide insightful information, reporting and analytics that evolve with changes in the business

Note: Fidelity is not providing immigration sponsorship for this position

The Team

Fidelity Real Estate is the corporate real estate division of Fidelity Investments, providing a full range of services nationally and internationally. We manage more than 11 million square feet of space in the United States and overseas, including 13 North American and six international offices, four data centers and more than 200 retail investor centers.

Certifications:

Category:

Finance

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 every other week (all business days, M-F) in a Fidelity office.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.