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Fidelity Investments

2022 Undergraduate Full-Time - Corporate Finance

Fidelity Investments, Westlake, TX, United States


Job Description:

FIDELITY INVESTMENTS

Corporate Finance - Associate Financial Analyst

As an Associate Financial Analyst in Fidelity Investments you are a critical part of a team responsible for the delivery of accurate, high quality financial information to team members, managers, and business partners. You are responsible for producing standard financial reports and other documents and analysis that support the overall Finance function in achieving our strategic and business goals.

THE SKILLS YOU BRING

  • Rising seniors pursuing a bachelor's degree in Finance, Accounting, Economics or a similar field
  • Interest and/or experience with financial modeling
  • Strong proficiency with Excel (V-lookups, pivot tables)
  • Thorough understanding of financial principles and systems
  • Self-starter and great teammate who works collaboratively to achieve the team's overall goals and objectives
  • Excellent communication and interpersonal skills along with an ability to influence others across the company and build relationships
  • Ability to innovate and understand the importance of operational improvement and time management

PROGRAM HIGHLIGHTS

  • Preparation of reporting for numerous Fidelity business partners, including analysis and support
  • Perform month-end reporting across multiple product lines and businesses for drivers and metrics such as sales activity, transaction detail, conversions / de-conversions and future dedications.
  • Preparing daily, weekly and month-end operational reports evaluating and analyzing variances to previous periods, budget and forecast
  • Working proactively and reciprocally with finance partners to analyze opportunities to migrate reporting to a self-service platform. You will be partnering with businesses to ensure the information provided through reporting tools, presentations and other communications provides the targeted answers to the pertinent questions/initiatives
  • Ensuring accurate controls, documentation and reviews are in place to alleviate risks
  • Assist with ad-hoc analysis, reports and presentation materials in support of senior management

OUR COMMITMENT TO YOU

  • Student loan assistance and tuition reimbursement for eligible employees
  • 18+ days of paid time off (based on years of service) plus 8 paid Federal holidays
  • Opportunities to volunteer andgiveto your local community during work hours
  • Workplace wellness initiatives, weekly meditation calls, and company subsidized balanced meal options at onsite cafeterias
  • To learn about additional benefits, clickhere.

Fidelity Investments is an equal opportunity employer.

This opportunity is brought to you by Fidelity University Talent.

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 hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

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.

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