Finance Analyst III

  • Competitive
  • Smithfield, RI, USA
  • Permanent, Full time
  • Fidelity Investments
  • 24 Nov 17 2017-11-24

Finance Analyst III

The Financial Analyst III is part of a team responsible for the delivery of accurate, high quality financial information and analysis to Fidelity's mutual fund boards.

The Expertise We're Looking For

  • Undergraduate degree in Business, Accounting, Finance, or Economics with 2 years of related work experience.
  • Applicants must have strong analytical, communication, conceptual thinking and problem-solving capabilities. Flexibility and ability to contribute to the team are musts.

The Purpose of Your Role

The Board Finance team works with and supports a variety of stakeholders including Fidelity-wide business unit leaders, senior managers and the Boards of Trustees for the Fidelity mutual funds. The team is responsible for providing the Boards of Trustees with materials and analysis in support of their consideration of the Funds' contracts with Fidelity. The Board Finance team interacts with each of Fidelity's major business units and is focused primarily on the competitiveness of Fidelity's fund fees and the profitability of Fidelity's mutual fund business.

The Financial Analyst III works to support the Fund Profitability process. Primary responsibilities of the FAIII include analyzing financial results, preparing Board reporting results and materials, and creating presentations in support of those materials.

The Skills You Bring
  • Strong written and oral communication skills
  • Excellent attention to detail and organization skills
  • Strong Computer Skills - MS Excel (charting and pivot tables), Word, and PowerPoint are required. Oracle and Essbase experience is a plus.
  • Goal-oriented and flexible team player
  • Ability to manage multiple tasks and meet deadlines
  • Knowledge of the investment management industry and an understanding of Fidelity's products is a plus

The Value You Deliver
  • Support the annual fund profitability process, which includes both the modeling of FP expenses for Asset Management and the consolidation of cross-firm information for the distribution businesses
  • Analyze results and support the development of views for internal stakeholders and the trustees that illustrate business results and fund profitability trends
  • Draft memos and materials for Fidelity's Trustee Boards and senior management
  • Work closely with PwC on their agreed upon procedures engagement
  • Lead various ad-hoc projects
  • Remain current on the news and issues in the investment management industry

How Your Work Impacts the Organization

The Board Finance team provides to each of the five Fidelity Boards of Trustees the competitive information and analysis they need in order to annually approve the Fidelity funds' investment management, transfer agency, and pricing & bookkeeping contracts.At Fidelity, we are focused on 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. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.