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Fidelity Investments

Manages investments and workplace retirement plans

Financial Analyst

Corporate Finance & FP&AConfirmed live in the last 24 hours
Full-timeWestlake, TX, USANo salary listed

About the Job

Requirements

  • A bachelor's degree in Finance, Economics, or equivalent is required.
  • Two years of professional experience in Finance, including a successful track record in financial modeling and analysis.
  • Strong analytical and strategic skills, with solid business and financial acumen.
  • Ability to communicate effectively and influence senior business leaders.
  • Proficiency in financial modeling and presentation tools, including Microsoft Excel and Microsoft PowerPoint, with experience in Power BI and Anaplan.
  • Ability to drive progress across simultaneous cross-functional teams and initiatives using project management skills.
  • Ability to analyze complex issues, synthesize key points, and communicate concise information appropriate for executive business decision-making.
  • An MBA or advanced degree is a plus.

Responsibilities

  • Support expense management, budgeting, forecasting, and financial reporting across a portfolio of properties.
  • Provide clear financial insights, ensure cost transparency, monitor budget adherence, and support data-driven decision-making for real estate operations.
  • Support strategic insights to inform business strategy and the execution of key initiatives.
  • Help measure and evaluate business performance through ongoing reporting and analysis.

About the Company

Fidelity Investments

Manages investments and workplace retirement plans

Fidelity Investments manages money and runs brokerage accounts for individuals, while administering workplace benefits and supporting financial advisers and institutions. Its funds span active management and index investing, and its advice services range from automated portfolios to dedicated wealth managers. Customers trade through online accounts or work with advisers by phone and at investor centers, while employers use its services for retirement savings and stock plans. The business earns advisory fees and charges for selected trades, with institutional custody and clearing services alongside its consumer accounts. Fidelity was founded in 1946 and is headquartered in Boston, Massachusetts, United States.

Company size
10,001+
Company stage
Debt Financing
Total funding
$250.4B
Headquarters
Boston, MA
Founded
1946

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