Financial Analyst

Fidelity Investments Inc.; Westlake (TX); On-site; USD 70,000 - 95,000; Full time

Job summary

Fidelity Investments seeks a Financial Analyst to join the Finance and Transaction and Leasing Team. You will support Real Estate and Workplace Experience initiatives, manage budgeting, forecasting, and financial reporting for a property portfolio, and deliver insights for cost transparency and informed decisions.

Requires 2 years of finance experience with strong modeling and presentation skills; MBA is a plus. Onsite work model is in effect as Fidelity transitions roles onsite.

Qualifications

• Bachelor's in Finance, Economics, or equivalent; MBA or advanced degree a plus.
• 2 years of professional experience in Finance with a track record in financial modeling and analysis.
• Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with PowerBI and Anaplan experience.

Responsibilities

• Support expense management, budgeting, forecasting, and financial reporting across a real estate portfolio.
• Provide clear financial insights, ensure cost transparency, and monitor budget adherence.
• Support data-driven decision-making for real estate operations and performance measurement.
• Offer strategic insights, assist execution of key initiatives, and report on business performance.

Skills

Analytical skills

Strategic thinking

Communication

Collaboration

Problem solving

Presentation skills

Education

Bachelor's in Finance or Economics

MBA or advanced degree

Tools

MS Excel

MS PowerPoint

PowerBI

Anaplan

Job description

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.