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Financial Analyst - Asset Management

Fidelity

Fidelity

IT, Accounting & Finance
Boston, MA, USA
Posted on May 14, 2025
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Job Description:

Job Title

Financial Analyst (FA) – High Income, FAMS, and FDAM (Asset Management)

The Role

Are you interested in providing Finance support to one of the largest Asset Managers in the Industry? Do you want to support Fidelity’s flagship Mutual Fund business? If so, this Finance role will keep you engaged and provide numerous development opportunities.

We are looking for an individual that has great problem-solving skills, has a desire to learn, can bring energy to the team and has a curious mindset to understand all aspects of business problems, initiatives, and analyses. This role provides a tremendous opportunity to grow and build your career with Fidelity Investments Finance.

This role will focus on providing financial support and analysis for the High Income/Alternatives, Fidelity Asset Management Solutions (FAMS), and Fidelity Digital Asset Management (FDAM) Organizations, supporting each investment team accordingly.

Core responsibilities will include:

  • Supporting business and financial planning activities, profitability, budgeting, and forecasts
  • Utilizing tools and business knowledge to provide insightful information via reporting and analytics that evolve with changes in the business
  • Improving and/or building automated reporting views, dashboards, and expense models
  • Assisting in development of executive presentations for senior management to help inform decision making

The Expertise and Skills Your Bring

  • A bachelor's degree in Finance, Business, Accounting, or Economics; MBA or advanced degree a plus
  • 2+ years of experience in the financial services industry
  • Strong analytical, communication, conceptual thinking, and problem-solving capabilities
  • Proficiency in Microsoft Excel and PowerPoint
  • Familiarity with financial databases, planning solutions, and visualization tools a plus. (Power BI, OBIEE, Tableau, and Anaplan)
  • Exceptional analytical and problem-solving skills
  • Ability to prioritize tasks based on urgency and reliably meet deadlines
  • Ability to work independently and solve a variety of moderately complex problems
  • Displays strong desire and willingness to learn new skills
  • Energetic, demonstrates initiative and active team player
  • Excellent verbal and written communication skills
  • Strong interpersonal skills

    The Team

    As part of the Asset Management Finance Team within Fidelity Management & Research Company (the investment management arm of Fidelity) you will work with a dynamic team using the latest tools and technology to develop and enhance your essential finance skills. The Asset Management Finance Team collaborates with a variety of stakeholders including senior management, central finance, and the strategy team to drive initiatives and deliverables across Asset Management. As a member of the team, you will also have multiple opportunities to lead and contribute to critical short- and long-term Asset Management wide initiatives.

    Note: Fidelity is not providing immigration sponsorship for this position.

    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.

    Company overview

    At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

    If you would like to request an accommodation, please contact us at:

    accommodations@fmr.com

    Apply

    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).

    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.

    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 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.

    Benefits
    Learning & development
    Culture

    Benefits that adapt to everything life sends your way

    401(k) with company match

    Medical, dental, vision and prescription drug coverage

    16-week maternity leave & 12-week parental leave

    Student loan assistance

    Fidelity is invested in you

    Committed to Professional Development

    At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

    We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.

    Continuing Education & Training

    • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
    • Video-based training for technology, leadership, management & more.
    • Ongoing skills development and coaching opportunities.
    • Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
    • A range of talent development programs to support career mobility.

    Mentoring

    • Utilize the skills of experienced leaders to enrich your career.
    • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
    • An open atmosphere of knowledge sharing and collaboration.
    • Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.

    Our Commitment to Diversity and Inclusion

    "Fidelity believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman and CEO Fidelity Investments

    At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.

    Fidelity’s ten affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.

    These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.

    • Over 22K employees participate in an affinity group.
    • Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
    • 74% increase in affinity group memberships over the last three years.

    Giving Back to Our Communities

    Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

    Fidelity Cares

    • Provides associates with opportunities to actively volunteer and share their talents.
    • Hosts numerous company-wide volunteer events (in-person and virtual).
    • Partners with nonprofit organizations to support our local communities.
    • More than 12,000 associates donate time annually – from interns to SVPs.
    • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.

    Fidelity Charitable®

    • Created to make it easy for people to support charitable organizations they care about.
    • Helped deliver $7.3 billion in donor-recommended grants to charity in 2019.
    • Supported more than 300,000 unique charities around the world.
    • Since its inception, more than $42 billion has been given to public charities.

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