Financial Analyst

Fidelity Investments; Westlake (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

Fidelity Investments seeks a Financial Analyst to support Real Estate and Workplace Experience, assisting in budgeting, forecasting, and reporting across property portfolios. You will deliver financial insights, monitor costs, and enable data-driven decisions that shape real estate operations.

The role requires strong analytical capability, ability to influence senior leaders, and a BA in Finance or Economics; an MBA is a plus.

Qualifications

• Bachelor's degree in Finance or Economics or equivalent required.
• 2 years of professional experience in Finance with a track record in financial modeling/analysis.
• Proficiency in MS Excel and MS PowerPoint; experience with PowerBI and Anaplan preferred.

Responsibilities

• Support expense management, budgeting, forecasting and financial reporting across a portfolio of properties.
• Provide clear financial insights and cost transparency.
• Monitor budget adherence and support data-driven decision-making for real estate operations.
• Contribute to strategic insights to inform business strategy and measure performance.

Skills

Analytical thinking

Strategic thinking

Communication skills

Education

Bachelor's degree in Finance or Economics

MBA or advanced degree a plus

Tools

MS Excel

MS PowerPoint

PowerBI

Anaplan

Job description

Note: Fidelity will not provide immigration sponsorship for this position.

The Team

The Financial Analyst serves as a member of the Finance and Transaction and Leasing Team , you will play a critical role in driving excellence.

The analyst will support Fidelity’s Real Estate and Workplace Experience organization, support expense management, budgeting, forecasting, and financial reporting across a portfolio of properties. This role is responsible for providing clear financial insights, ensuring cost transparency, monitoring budget adherence, and supporting data-driven decision-making for real estate operations.

Success in this role requires a strong analytical mindset, effective collaboration, independent thinking, and intellectual curiosity. The associate will support strategic insights to inform business strategy, support the execution of key initiatives, and help measure and evaluate business performance through ongoing reporting and analysis.

The Expertise We’re Looking For

Strong analytical and strategic skills combined with solid business and financial acumen

Excellent communications skills and demonstrated ability to influence senior business leaders

A bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree a plus

2 years of professional experience in Finance with a successful track record in financial modeling and analysis

Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in PowerBI and Anaplan

The Skills You Bring

You are a flexible, self-motivated team player with a can-do attitude who brings energy, enthusiasm, and intellectual curiosity to the role

You thrive in a fast-paced organization, prioritize well under pressure, and take ownership and accountability for your work

Your project management skills help you drive simultaneous progress on multiple cross-functional teams and initiatives

You possess strong analytical capabilities, excellent problem-solving skills, end-to-end thinking, and apply these skills universally to your work

You demonstrate excellent communication and presentation skills, including the ability to analyze complex issues, synthesize key points, and effectively communicate information in a concise manner appropriate for executive business decision making

Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in PowerBI and Anaplan

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Finance

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.

Fidelity Investments

Here to help you grow your savings and invest in the life you want.

Fidelity Investments is a leading financial services firm dedicated to enhancing clients' financial well-being, managing over $12.6 trillion in assets globally.

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