skillventory - A Leading Talent Research Firm

Associate Financial Analyst

skillventory - A Leading Talent Research Firm

full-time

Posted on:

Location Type: Hybrid

Location: Smithfield • New Hampshire, Rhode Island • 🇺🇸 United States

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Job Level

JuniorMid-Level

Tech Stack

Oracle

About the role

  • Play a key role in delivering accurate, high-quality financial information for Fidelity’s mutual fund boards
  • Develop and apply your knowledge of Fidelity businesses and investment products to support the renewal of mutual fund fee contracts
  • Assist with preparing and reporting quarterly and annual Fund Profitability results to senior leaders
  • Analyze the results and work with business partners to understand how changes within the business affect results
  • Gain an understanding of how Fidelity’s distribution channels contribute to the firm’s mutual fund business
  • Contribute to various ad hoc projects, including Board-requested analyses and methodology reviews, ensuring that Trustees have the insights they need to make informed decisions

Requirements

  • Bachelor’s degree in finance, accounting, economics, or related field
  • Professional experience in finance, accounting, and/or in the financial services industry a plus
  • Self-motivated teammate with energy, enthusiasm, and intellectual curiosity
  • Ability to work effectively as part of a team and collaborate with business partners
  • Strong analytical and problem-solving skills; able to work independently
  • Excellent written and oral communication skills for all organizational levels
  • Proficiency in modeling, presentation, and data visualization tools (MS Excel, MS PowerPoint, Oracle BI, Power BI)
  • Adaptability to shifting priorities while maintaining progress on scheduled work
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Professional development opportunities

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial analysisreportingdata visualizationmodelingprofitability analysis
Soft skills
self-motivatedteamworkanalytical skillsproblem-solvingcommunication