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Associate Financial Analyst jobs in United States
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Fidelity Investments · 1 day ago

Associate Financial Analyst

Fidelity Investments is seeking an Associate Financial Analyst to support the Regulatory Reporting Team. The role involves preparing and filing financial regulatory reports in compliance with legal and regulatory requirements.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth Opportunities
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Responsibilities

Supporting the group with the Daily Reserve Computation under SEC Rule 15c3-3
Monthly Net Capital Reporting under SEC Rule 15c3-1
Daily High Level Reporting

Qualification

Financial modelingExcelPowerPointBusiness ObjectsWritten communicationVerbal communicationProblem-solvingTime management

Required

Bachelor's Degree in Finance, Accounting, or related field required
Strategic thinker who can take an end-to-end view of an issue and develop multiple solutions
Advanced experience with various software applications (Excel, PowerPoint, and Business Objects) and demonstrated aptitude for building financial models for complex processes
Excellent written and verbal communications skills, including the ability to communicate effectively with business partners at varying levels of the organization
Knowledge of Microsoft Excel, Word, and Access
Demonstrated ability to work in a fast-paced, deadline driven organization with a desire to drive projects to completion
Flexible, self-motivated individual that will bring energy, enthusiasm, and intellectual curiosity to the role
Excellent problem-solving skills; prioritizing work, breaking down issues, taking an end-to-end view, and proposing alternative solution
Ability to manage and prioritize multiple detailed processes in a time sensitive environment

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

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Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

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Abigail Johnson
Chairman & CEO
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Jeanmarie Ward
Senior Vice President of Architecture
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Company data provided by crunchbase