Asset Management
Senior Audit Analyst
- Boston, MA
Salary depends on a variety of factors including location and experience. Your recruiter will discuss with you.
Salary: listed in the job description
or discussed with your recruiter
Job Description:
Position Description:
Provides financial analysis and support to the Asset Management Quantitative Research & Investments’ management team. Develops financial, cost-benefit, and forecasting models to support business decisions. Creates profitability models for new investment products, business initiatives, and identifying growth opportunities. Analyzes financial, market, and business data using R, Microsoft Office suite, SQL, Domo, and Tableau. Performs qualitative and quantitative analysis of financial data. Provides analytics to management to drive initiatives. Supports the planning process including strategy development, multi-year plan, budget, and forecasts. Oversees and analyzes monthly results including assets, flows, market share, expense, headcount, and profitability. Builds and maintains financial data dashboards. Organizes and analyzes data to summarize findings for executive review.
Primary Responsibilities:
- Conduct financial analysis, including developing financial models, analyzing data, and creating forecasts.
- Responsible for a broad range of analytics, and strategic business partner support to drive im-proved outcomes and financial results.
- Provide financial guidance to the management team on key business decisions, including business initiatives, growth opportunities, and market trends.
- Develop financial reports and metrics for the division’s financial performance, including profit and loss statements, and assets and flows analysis.
- Collaborate directly with management team and other support functions on insightful analysis including new investment products, scaling the businesses and industry opportunities & position.
- Collaborate in the planning process including strategy development, multi-year plan, budget, and forecasts.
- Analyze data and monthly results including assets, flows, market share, expense, headcount, and profitability.
- Prepares presentations to communicate financial results, analytics, and business trends to senior management.
- Build and maintain financial data dashboards.
Education and Experience:
Bachelor’s degree (or foreign education equivalent) in Finance, Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and three (3) years of experience as a Senior Audit Analyst (or closely related occupation) performing financial analysis, data analytics, and building sophisticated models.
Or, alternatively, Master’s degree (or foreign education equivalent) in Finance, Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and one (1) year of experience as a Senior Audit Analyst (or closely related occupation) performing financial analysis, data analytics, and building sophisticated models.
Skills and Knowledge:
Candidate must also possess:
- Demonstrated Expertise (“DE”) performing financial analysis (developing financial models, analyzing financial data, and creating forecasts); and analyzing market and business data using SQL, Tableau, Domo, and Microsoft Office suite.
- DE analyzing financial statements and metrics (income statements and assets reports) to identify trends and patterns in performance; and analyzing financial ratios and industry trends (development of complex models and macros) using advanced Excel (Macros and Visual Basic Analysis), PowerPoint, and R.
- DE building sophisticated models, including financial, forecasting, cost-benefit, predictive, and business plan models; gathering, and preparing data needed for models using R and SQL to analyze data; performing quantitative and qualitative analysis to determine model assumptions, inputs, output, and scope; and constructing models using advanced Excel skills (Macros and Visual Basic Analysis).
- DE analyzing data and building data visualizations using R and Tableau; evaluating data to identify trends, patterns, and insights that will inform decision making; synthesizing vast amounts of data using Excel, R, and SQL; using statistical methods to analyze and interpret financial and market data; preparing visual representations of data to communicate data analysis, financial results, analytics, and trends; and sharing analytics and financial metrics through presentations, visualizations, and dashboards/platforms.
#PE1M2
Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
Fidelity’s working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.
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This is my Fidelity
Benefits that adapt to everything life sends your way
401(k) with company match
Medical, dental, vision and prescription drug coverage
16-week maternity leave & 12-week parental leave
Student loan assistance
Fidelity is invested in you
Committed to Professional Development
At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.
We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.
Continuing Education & Training
- Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
- Video-based training for technology, leadership, management & more.
- Ongoing skills development and coaching opportunities.
- Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
- A range of talent development programs to support career mobility.
Mentoring
- Utilize the skills of experienced leaders to enrich your career.
- Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
- An open atmosphere of knowledge sharing and collaboration.
- Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.
Our Commitment to Diversity and Inclusion
"Fidelity believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman and CEO Fidelity Investments
At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.
Fidelity’s ten affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.
These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.
- Over 22K employees participate in an affinity group.
- Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
- 74% increase in affinity group memberships over the last three years.
Giving Back to Our Communities
Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.
Fidelity Cares
- Provides associates with opportunities to actively volunteer and share their talents.
- Hosts numerous company-wide volunteer events (in-person and virtual).
- Partners with nonprofit organizations to support our local communities.
- More than 12,000 associates donate time annually – from interns to SVPs.
- Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.
Fidelity Charitable®
- Created to make it easy for people to support charitable organizations they care about.
- Helped deliver $7.3 billion in donor-recommended grants to charity in 2019.
- Supported more than 300,000 unique charities around the world.
- Since its inception, more than $42 billion has been given to public charities.
