Financial Planning and Analysis

• Perform Excel-heavy work including formulas and pivot tables
• Update financial and statistical information
• Automate processes and reporting
• Analyze and work with data; financial modeling
• Understand how money moves through Fidelity
• Work individually on projects and tasks
• Back-office role with no client-facing interaction
• Exposure to teams providing detailed financial information to the company’s businesses

Undergraduate Intern, Finance

Regional Director of Finance

Director, Financial Planning & Analysis – GTM

Senior Investment Analyst – Alternative Investments

Operations Finance Analyst II

Area Investment Manager