Job Description:
Position Description:
Delivers discreet analyses and research, contributing to the breakdown and synthesis of resolutions for business issues. Performs research in order to synthesize findings and develop practical, concrete recommendations. Identifies and defines new paths for the enterprise’s challenges and strategic opportunities, in consulting, strategy, and financial services industries. Conducts organizational studies and evaluations, designs systems and procedures, conducts work simplification and measurement studies, and prepares operations and procedures manuals to assist management in operating more efficiently and effectively. Plans study of work problems and procedures, such as organizational change, communications, information flow, integrated production methods, inventory control, or cost analysis.
Primary Responsibilities:
- Gathers and organizes information on business problems or procedures.
- Confers with personnel to ensure successful functioning of newly implemented systems or procedures.
- Analyzes gathered data and develops solutions or alternative methods of proceeding.
- Documents findings of studies and prepares recommendations for implementation of new systems, procedures, and organizational changes.
- Analyzes internal data stacks using analytical tools (Excel and SQL) to model investment outcomes and forecast product and segment growth.
- Develops and implements financial strategies, process improvements, and operational efficiencies to optimize client performance.
- Collaborates with cross-functional teams to assess market trends, investment opportunities, and risk management strategies.
- Prepares and delivers presentations, reports, and recommendations to senior stakeholders, translating data into actionable insights.
Education and Experience:
Master’s degree in Computer Science, Business, Engineering, Information Technology, Information Systems, Information Management, Business Administration, or a closely related field (or foreign education equivalent) and one (1) year of experience as a Senior Consultant (or closely related occupation) building client relationships within a financial services environment using the Acknowledge, Respond, Pivot (ARP) communication strategy.
Skills and Knowledge:
Candidate must also possess:
- Demonstrated Expertise (“DE”) presenting strategic insights, recommendations, and progress updates to stakeholders and executive leadership; and collaborating closely with cross-functional teams (legal, finance, accounting, and marketing) for alignment between business development efforts, product offerings, and overall company goals, using PowerPoint, Excel, and Word.
- DE assisting with international expansion opportunities and optimizing operational processes -- coordinating hiring and training activities, and providing support for a cross-functional team of international personnel to help execute projects for new business accounts and contribute to growth initiatives; conducting competitive benchmarking to develop pricing strategies; and helping track business opportunities, tracking progress, and preparing regular reports, using Trello and Asana.
- DE testing customer facing enterprise back-end applications pre- and post-installation, including unit testing, integration testing, and end-to-end testing for complex use cases, using Java, JUnit, and Amazon internal test framework.
- DE developing appropriate funding structures by synthesizing primary and secondary research (industry reports and public press); and informing business decisions by preparing investment materials -- financial models, deal memos, and presentations -- using Excel, PowerPoint, Word, and IMDBPro (for market research and film financial data).
[Expertise and experience may be gained during graduate degree program].
Salary: $165,000.00 - $169,000.00/year.
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Certifications:
Category:
ConsultingMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
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.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
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 experience.
Reasonable accommodations
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.
Equal opportunity employer
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.
Hybrid work schedule
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 all business days of every other week in a Fidelity office.
Applicant screening
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.