Fidelity Investments · 12 hours ago
Senior Associate, Financial Solutions
Boston, MA
Full-time
Hybrid
Mid, Senior Level
$85K/yr - $171K/yr
1+ years expFidelity Investments is seeking a Senior Associate in Financial Solutions to help certify and maintain investment profiling methodologies. This role involves collaboration across multiple teams to ensure the quality of financial planning methodologies and support Fidelity clients in making suitable investment decisions.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
Certification that the Financial Solutions methodology/model has been implemented as designed
Identifying and accessing data for financial planning methodology research and development
Attention to detail and ensuring quality of implementation by designing and executing rigorous processes
Supporting the design and implementation of prototypes
Working knowledge of generative AI and Vibe coding is a plus
Is excited to help Fidelity customers with financial planning
Has a solid understanding of and passion for the software development lifecycle and quality assurance principles
Demonstrates intellectual curiosity, initiative, and love for learning new skills and capabilities
Possesses strong quantitative and problem-solving skills
Enjoys working in a fast-paced team-based environment
Has experience with or is willing to learn skills over time related to quantitative model construction; data analytics; and programming languages such as R, Python and Visual Basic for Excel
Can manage and prioritize their work towards a deadline independently and working with a team
Proficient in SQL with the ability to write simple to complex SQL queries
Has an understanding of technology and user experience implications when implementing methodology
Qualification
Required
Certification that the Financial Solutions methodology/model has been implemented as designed
Identifying and accessing data for financial planning methodology research and development
Attention to detail and ensuring quality of implementation by designing and executing rigorous processes
Supporting the design and implementation of prototypes
Working knowledge of generative AI and Vibe coding is a plus
Is excited to help Fidelity customers with financial planning
Has a solid understanding of and passion for the software development lifecycle and quality assurance principles
Demonstrates intellectual curiosity, initiative, and love for learning new skills and capabilities
Possesses strong quantitative and problem-solving skills
Enjoys working in a fast-paced team-based environment
Has experience with or is willing to learn skills over time related to quantitative model construction; data analytics; and programming languages such as R, Python and Visual Basic for Excel
Can manage and prioritize their work towards a deadline independently and working with a team
Proficient in SQL with the ability to write simple to complex SQL queries
Has an understanding of technology and user experience implications when implementing methodology
Holds a bachelor's degree or Graduate degree in Engineering, Finance, Mathematics, Econometrics, Computer Science, or equivalent quantitative and logic-oriented degree
Has an interest in pursuing the CFP designation to increase their financial planning domain knowledge
Has 1-3 years of relevant financial services experience
Has excellent communication skills
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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
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
2026-01-23
Livemint.com
2026-01-22
Company data provided by crunchbase