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The Associate Financial Analyst will support the Daily Reserve Computation under SEC Rule 15c3-3 and Monthly Net Capital Reporting under SEC Rule 15c3-1, as well as daily high-level reporting. Bachelor’s Degree in Finance, Accounting, or related field is required, along with advanced Excel/PowerPoint and financial modeling skills, and the ability to communicate with business partners at varying levels. The role is part of Fidelity's Regulatory Reporting team and Fidelity notes a hybrid work schedule. Base salary ranges from $55,000 to $105,000 per year, with potential bonus or additional compensation.
- Compensation
- $55,000 – $105,000 USD
- City
- Not specified
- Country
- United States
Currency: $ (USD)
Full Job Description
Job Description:
Job Title: Associate Financial Analyst
The Role
Financial Analyst role will be responsible for supporting the group with the Daily Reserve Computation under SEC Rule 15c3-3 and Monthly Net Capital Reporting under SEC Rule 15c3-1 as well as daily High Level Reporting.
The Expertise and Skills You Bring
Bachelors 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.
The Team
The Regulatory Reporting Team is responsible for the timely and accurate preparation and filing of various financial regulatory reports in compliance with all legal and regulatory requirement.
Note: Fidelity is not providing immigration sponsorship for this position
The base salary range for this position is $55,000-$105,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidates relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Equal opportunity employer
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.
Reasonable accommodations
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, or by calling 800-835-5099, prompt 2, option 3.
Hybrid work schedule
Fidelitys 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.
Applicant screening
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 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.
