Financial Analyst IV

Fidelity Investments   •  

Smithfield, RI

5 - 7 years

Posted 245 days ago

This job is no longer available.

Financial Analyst IV
The senior analyst role will be the lead analyst supporting the retail brokerage business.  This role will work very closely with business partners to understand the impact of business strategy, perform complex customer analytics and drive the measurement of the business performance.  The Expertise We’re Looking For

  • Bachelor’s degreerequired in Finance/Accounting; MBA preferred
  • 5-7years of work experience in related field with complex modeling and relationship management (preferably Financial Industry experience)
  • Applicants must have strong analytical, communication, conceptual thinking and problem-solving capabilities. Advanced experience with various software applications (Excel, Powerpoint)

The Purpose of Your Role This role supports retail’s brokerage business and delivers actionable financial analysis that impacts PI’s brokerage customers.  The team works very closely with the brokerage business senior management to understand customer profitability and metrics.    This role also drives the understanding of the competitive landscape for PI’s brokerage business. The Skills You Bring

  • Strong technical and modelling capability with a high degree of comfort with large data sets and experience with Essbase, Excel and PowerPoint.  SQL skills preferred
  • Strong analytical, and problem solving skills
  • Demonstrated ability to work across organizations and develop positive working relationships with peers, senior management and business partners
  • Excellent verbal and written communication skills

The Value You Deliver

  • Demonstrating highly creative analytical skills while maintaining focus on details and providing timely results
  • Effectively communicating and influencing with various levels of the organization
  • Work closely with RetailBrokerage business partners to understand customer and product profitabilityand drivers