Associate Financial Analyst

The Associate Financial Analyst (AFA) will be responsible for all financial elements within the end-to-end lifecycle of sales deals and contract renewals in the broker-dealer and bank segments of the Fidelity Brokerage Operations and Technology business! Typically this process would include in-depth financial analysis to determine if a given deal meets profitability requirements, interaction and engagement with FI senior management throughout the deal escalation process, and the structuring of the pricing sections in the final client contract.

• 0-2 years of financial analysis work experience
• Strong MS Excel financial modeling skills
• A Bachelor's degree in Finance, Accounting, Economics or equivalent training
• Understanding of valuation concepts including NPV, IRR, and Return on Invested Capital
• Familiarity with the financial advisory business model, as well as products and services involved in the brokerage business
• The ability to work with large amounts of data; experience with Business Objects or other database tools a plus
• Be able to broadly apply financial and accounting principles to a variety of standard and ad-hoc analysis
• Quickly learn multiple financial data and reporting systems and navigate them simultaneously
• Strong analytical, problem solving skills, interpersonal skills and the ability to effectively and confidently communicate findings to more senior levels within the organization
• Manage multiple/competing projects
• Deliver timely, accurate, and decision-ready financial information to our business partners
• The ability to go above and beyond the base level of analysis to deliver pricing strategy and guidance to our sales and relationship management partner

Note: Fidelity is not providing immigration sponsorship for this position

This role is a member of the Clearing Pricing team within the Client Relationship Group Finance team and specifically supports the pricing efforts of the correspondent broker-dealer and bank custody business lines, which are hyper-competitive and continuously evolving market segments. Analysts in the group play a critical role in contract negotiations related to both existing and prospective clients by working closely with Relationship Management, Sales, Product, and Platform specialists to develop and evaluate various pricing strategies and value business opportunities.

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.

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.