Financial Analyst

Fidelity Investments Inc.; Covington (KY); On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments Inc. seeks a pricing analyst to drive pricing and profitability decisions for Workplace Investing. You will build models, evaluate scenarios, and partner with sales and finance stakeholders.

The role focuses on assessing pricing, designing market-competitive strategies, and presenting proposals to key partners. Onsite in Covington, KY, with opportunities to influence client outcomes and profitability in a fast-paced financial services environment.

Qualifications

• College degree in Finance, Economics, or Accounting.
• 2 - 3 years of work and/or internship experience in a Finance role (minimum 2 years).
• Strong knowledge of Microsoft Word, Excel, and PowerPoint, with significant emphasis on Excel.
• Proven analytical and problem-solving ability.
• High attention to detail and accuracy; excellent interpersonal skills with ability to influence senior-level positions.
• Strong written and verbal communication skills.
• Ability to prioritize multiple tasks and work independently; collaborate with team.
• Initiative to identify and solve operational improvement and efficiency opportunities.

Responsibilities

• Assess pricing and profitability for core market prospects and existing clients.
• Design market-competitive pricing strategies to support client acquisition and retention, improve product utilization, and optimize profitability.
• Provide ongoing updates to pricing issues, risks, and recommendations to sales, relationship management, segment leaders, and finance.
• Review prospect and client pricing requests from sales and relationship management, evaluating fees, market competitiveness, and long-term profitability.
• Build financial models and pricing proposals aligned with business guidelines to support the sales organization in winning new clients.
• Evaluate repricing requests as plan and participant conditions change, including product offering, fee structure, and other underlying assumptions.
• Use client-specific metrics to challenge assumptions and help confirm projected profitability and required fees.
• Analyze financial information and develop alternative pricing scenarios to improve win rate, strengthen retention, minimize risk, and enhance profitability.
• Present pricing proposals, strategy, and positioning with key business partners and pricing team management.
• Continuously prioritize requests based on factors such as request age, need for additional approvals, and client or advisor urgency.
• Raise pricing issues, trends, and operational improvement opportunities as appropriate.
• Support ad hoc projects as needed.

Skills

Pricing analysis

Financial modeling

Excel

Communication

Attention to detail

Education

Finance, Economics, or Accounting degree

Tools

Microsoft Office

Excel

PowerPoint

Word

Job description

Drive pricing and profitability decisions for Workplace Investing by building models, evaluating scenarios, and partnering with sales and finance stakeholders.

Responsibilities

• Assess pricing and profitability for core market prospects and existing clients
• Design market-competitive pricing strategies to support client acquisition and retention, improve product utilization, and optimize profitability
• Provide ongoing updates to pricing issues, risks, and recommendations to sales, relationship management, segment leaders, and finance
• Review prospect and client pricing requests from sales and relationship management, evaluating fees, market competitiveness, and long-term profitability
• Build financial models and pricing proposals aligned with business guidelines to support the sales organization in winning new clients
• Evaluate repricing requests as plan and participant conditions change, including product offering, fee structure, and other underlying assumptions
• Use client-specific metrics to challenge assumptions and help confirm projected profitability and required fees
• Analyze financial information and develop alternative pricing scenarios to improve win rate, strengthen retention, minimize risk, and enhance profitability
• Present pricing proposals, strategy, and positioning with key business partners and pricing team management
• Continuously prioritize requests based on factors such as request age, need for additional approvals, and client or advisor urgency
• Raise pricing issues, trends, and operational improvement opportunities as appropriate
• Support ad hoc projects as needed

Requirements

• College degree in Finance, Economics, or Accounting
• 2 - 3 years of work and/or internship experience in a Finance role (minimum 2 years)
• Strong knowledge of Microsoft Word, Excel, and PowerPoint, with significant emphasis on Excel
• Proven analytical and problem-solving ability
• High attention to detail and accuracyExcellent interpersonal skills, including the ability to influence senior-level positions
• Strong written and verbal communication skills
• Ability to prioritize multiple tasks and work independently
• Ability to collaborate with team members
• Initiative to identify and solve operational improvement and efficiency opportunities

Technology

• Microsoft Office Applications (Word, Excel, PowerPoint)

Location and Work Model

• Covington, KY (onsite)
• Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles
• Some roles and locations currently require 100% onsite while others require less
• Onsite expectations may change as the rollout continues
• This transition does not apply to fully remote roles

Additional Information

• Fidelity will not provide immigration sponsorship for this position
• Fidelity’s business is governed by the Securities Exchange Act of 1934; related laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain criminal histories