Full-Time

Sr. Manager

Finance

Posted on 2/4/2025

Fidelity Investments

Fidelity Investments

10,001+ employees

Investment management and financial services provider

Fintech
Financial Services

Compensation Overview

$81k - $137kAnnually

+ Bonus + Variable Compensation

Senior

No H1B Sponsorship

Boston, MA, USA + 2 more

More locations: Smithfield, RI, USA | New York, NY, USA

Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Excel/Numbers/Sheets
Financial Modeling

You match the following Fidelity Investments's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • A bachelor’s degree in Finance, Accounting, Economics, or equivalent training
  • 6+ years’ work experience in financial modeling / presentation development / project ownership
  • Exceptional analytical, communication, conceptual thinking, project management, and problem-solving capabilities
  • Intermediate/ advanced skill level in MS Excel and database querying techniques and proficiency in MS PowerPoint
  • Strong and accurate analytical capabilities and financial modeling skills
  • Proactive and ambitious drive to complete projects
  • Excellent communication skills with the ability to summarize and clearly articulate complex issues, and communicate findings
  • Proven interpersonal skills and confidence interacting with and influencing various levels within the organization
  • Presence and judgment to put forward well-reasoned recommendations and engage in dialogue with business partners
  • Ability to foster effective relationships, and to develop the credibility and standing to advise and challenge business partners
Responsibilities
  • Supporting and providing financial analyses related to new or existing initiatives, products, and programs
  • KPI program management
  • Developing expertise in decision support (i.e., business cases, strategic initiatives, and executive presentations)
  • Business performance evaluation
  • Business relationship management
  • Collaborating with finance and business associates across the firm
  • Interacting regularly with senior members of FI’s finance and business organizations
Desired Qualifications
  • Experience with Fidelity’s Asset Management, Intermediary Distribution, and/or Clearing and Custody businesses a plus
  • Ability to learn quickly and work well under pressure in a dynamic environment
  • Ability to handle ambiguity, and to manage multiple deliverables with competing priorities
  • End to end problem solving capabilities from defining complex problems to synthesizing key points and drawing out connections to business priorities

Fidelity Investments provides financial services and tools to help individuals manage their investments and stay updated on market trends. Their offerings include mobile apps and market monitoring tools that deliver real-time market quotes and trading capabilities. A key differentiator for Fidelity is its integration of new technologies and user-friendly interfaces, enhancing the investment experience. The company's goal is to empower users with the information and tools necessary for informed investment decisions.

Company Stage

Debt Financing

Total Funding

$120.3B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing interest in wearables boosts potential for Fidelity's mobile market tools.
  • AI and data-driven trends enhance Fidelity's data analytics capabilities.
  • Strategic talent acquisition strengthens Fidelity's innovation and product development.

What critics are saying

  • Loss of key personnel to competitors like Aviva Investors.
  • Increased competition in wealth management from firms like Vanguard.
  • Volatile cryptocurrency market may impact Fidelity's investment offerings.

What makes Fidelity Investments unique

  • Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.
  • Fidelity's mobile apps provide comprehensive market monitoring and trading tools.
  • Fidelity's Open Limit Order Visualization offers unique insights into order execution.

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Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

INACTIVE