Financial Analyst

Based within Corporate Treasury, the Capital Planning Group provides in-depth analytical support for Senior management in Treasury and Finance of FMR LLC, Fidelity Investments' parent corporation. This support extends firm-wide in areas of capital, financial performance, credit, borrowing, and industry/competitive analysis. Areas of focus include: Cash Flow and Balance Sheet Analysis, Liquidity Management, Investment Analysis, Capital Structure Management, Risk Management, Financial Modeling, Scenario Planning, Strategic Planning Support, and Executive Communications Support.

The main functions of this role include financial analysis, modeling, reporting and executive communication support. The Analyst will work primarily within a collaborative team of Analyst and Director level peers. This team/role also works closely with accounting, tax, finance & business associates from across the firm.

The successful candidate will be capable of supporting multiple projects across all areas of focus. They will have a proven record of effectively contributing to complex analysis, can multi-task successfully, and be a great teammate who thrives in a small, impactful work environment.

• Proficient knowledge of financial model design and visualization (using tools such as Advanced Microsoft Excel, Power BI, Tableau, PowerPoint).
• Solid understanding of the treasury function, with particular emphasis on capital and liquidity management as well as capital markets and treasury management products.
• Demonstrated financial statement analysis ability to identify/resolve detailed financial issues while understanding larger business context.
• Experience with data science methods such as: statistical analysis, predictive modeling, simulation modeling is preferred.
• Motivated teammate, willing to take on new challenges when presented with opportunities.
• CFA (or candidate) preferred.
• Strong analytical capabilities and financial modeling experience.
• Working knowledge of Bloomberg in data gathering and research, especially in fixed income area.
• Experience in balance sheet risk management.
• Excellent verbal and written communication skills, including the ability to interact with and influence various levels of management.
• Ability to work with multiple partners, within Treasury, throughout the firm, and externally.
• Self-starter with ability to take initiative, learn quickly, work independently as well as across the organization, and operate in a dynamic, team oriented, fast paced environment while maintaining a high level of quality.

• Responsible for analyses related to liquidity, capital structure and cost of capital including debt analysis, investment and valuations for Fidelity Investments' parent corporation.
• Monitor credit and debt capital markets to support decision making.
• Assist with the investment aspect of liquidity diversification program.
• Support Treasury's transformation from a data & analytics perspective.
• Assist with cash flow, capital and dividend forecasting across different Fidelity business divisions.
• Support multiple projects across all focus areas through data gathering, modeling, analysis and transaction execution.
• Assess issues and present analyses with recommendations to enable decision-making by senior management.
• Provide executive communication support.

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.