Fidelity Investments · 3 days ago
Analyst - Investments COE
Merrimack, NH
Full-time
Hybrid
Mid Level
3+ years expFidelity Investments is a leading financial services company, and they are seeking an Analyst for their Investment Center of Excellence. In this role, you will manage the accounting for corporate investments, ensuring accurate transaction reporting and collaborating with various teams to enhance investment accounting processes.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Actively participate in the daily recording and processing for FMR LLC Investment Portfolio activity
Support the accounting team in preparation for quarterly financial statement preparation
Implement and enhance processes to improve reporting quality and reduce manual work
Conduct investment accounting research and provide management with clear analysis, recommendations, and conclusion
Respond to inquiries from various Corporate Accounting teams, outside business units, internal auditors, and controllership
Participate in special projects and fulfill ad hoc requests and deliverables as needed
Qualification
Required
Bachelor's degree in Accounting preferred
Motivated to obtain SIE license, if not already licensed
Minimum 3 years of relevant accounting experience; insurance and/or investment accounting experience preferred
Strong knowledge of accounting principles, practices, and internal controls
Strong analytical and problem-solving skills, with the ability to work independently and collaboratively
Excellent written and verbal communication skills to build and maintain constructive relationships with business partners
Solid understanding of finance and accounting principles, with a strong sense of accountability and ownership
Detail-oriented while maintaining a broad perspective on business objectives
Ability to manage multiple projects concurrently and meet tight deadlines
Capacity to grasp complex organizational and ownership structures
Highly motivated, flexible, and quality-focused team player with strong organizational skills
Willingness to learn financial systems and multi-dimensional reporting tools
Highly proficient in Excel
Demonstrated process improvement mindset
Flexibility to work extended hours during month-end close
Preferred
Bachelor's degree in Accounting preferred
Minimum 3 years of relevant accounting experience; insurance and/or investment accounting experience preferred
Familiarity with alternative investments and digital assets preferred
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-16
2026-01-16
Company data provided by crunchbase