Job Description:

The Role

This role is an opportunity to join the Asset Management Board Finance Team supporting the annual contract approval process for the 600+ mutual funds and ETFs managed by Fidelity Investments and providing insights into the mutual fund/ETF competitive landscape. You will work closely with business partners throughout the organization, develop a deep understanding of Fidelity’s 40-Act products and be involved in important project-based work.

The Expertise and Skills You Bring

• Bachelor’s degree in finance, accounting, economics, or related field
• At least 1-2 years of professional experience in finance, preferably in the financial services industry
• A self-motivated teammate who brings energy, enthusiasm, and intellectual curiosity
• Works effectively as part of a team, and successfully collaborates with business partners
• Solid analytical and problem-solving skills, working independently to perform tasks
• Strong attention to detail accompanied by ability to manage large quantities of detailed information with high levels of accuracy
• Strong written and oral communication skills – can articulate clearly with all levels of employees
• Attention to detail and the ability and desire to see the big picture
• Proficiency in modeling, presentation, and data visualization tools (MS Excel, MS PowerPoint, Oracle BI, Power BI)
• Ability to synthesize large amounts of information into concise, digestible, and actionable stories
• A genuine desire for continuous improvement
• Ability to respond to shifting priorities while maintaining progress of regularly scheduled work
  

The Team

The Board Finance team provides the Fidelity Boards of Trustees the information and analysis they need to review and approve the Fidelity funds’ management and service contracts with Fidelity Investments annually. We work and have positive relationships with numerous groups throughout Fidelity to better understand Fidelity’s evolving product line-up; we help drive decisions, and we find ways to make valuable contributions. In addition to our core work of providing the Boards with competitive analysis, we engage in a wide variety of project work including new product analysis, technology improvements, process changes and other ad-hoc analysis. We greatly value our team members and work diligently to ensure everyone is included, provided with important work, and learning transferable skills.

Certifications:

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 [email protected], or by calling 800-835-5099, prompt 2, option 3.