Senior Manager, Finance

Job Description:

Position Description:

Advises on strategic priorities using asset management industry databases -- SimFund, Bloomberg, and eVestment. Develops and executes a strategic vision for Continuous Integration (CI) activities. Develops and interprets information by formulating and applying mathematical models and optimizing methods. Presents business strategy and results, including quarterly business reviews, all hands meetings, and board meetings using PowerPoint and Excel. Develops and supplies optimal timing, costing, or logistics networks for programming evaluation, reviewing, or implementation. Studies and analyzes information on alternative courses of action to determine which plan will offer optimal outcomes.

Primary Responsibilities:

• Facilitates the completion of benchmarks studies.

• Develops decision support software, service, or products.

• Identifies and assesses strategic and competitive opportunities.

• Prepares management reports.

• Defines and evaluates problems and recommends solutions.

• Assists management in decision making and policy formulation.

• Completes time-sensitive analysis of key events -- mergers and acquisitions.

• Collaborates with senior managers and decision makers to identify and solve a variety of problems and to clarify management objectives.

• Researches and assesses asset management industry trends and competitive dynamics.

• Collaborates across business units on cross-functional reports and analysis.

Education and Experience:

Bachelor's degree (or foreign education equivalent) in Business Administration, Economics, Computer Science, Computer Information Systems, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and five (5) years of experience as a Senior Manager, Finance (or closely related occupation) conducting industry research and data analysis on financial institutions and asset managers using Bloomberg, Morningstar, SimFund, and the Microsoft Office Suite (Excel, PowerPoint, and Word).

Or, alternatively, Master's degree (or foreign education equivalent) in Business Administration, Economics, Computer Science, Computer Information Systems, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and three (3) years of experience as a Senior Manager, Finance (or closely related occupation) conducting industry research and data analysis on financial institutions and asset managers using Bloomberg, Morningstar, SimFund, and the Microsoft Office Suite (Excel, PowerPoint, and Word).

Skills and Knowledge:

Candidate must also possess:

• Demonstrated Expertise ("DE") researching and analyzing financial institutions -- Banks, Insurance Companies or Asset Managers -- by extracting, mining, triangulating, and analyzing data from industry sources (SimFund, Morningstar, CapitalIQ, or Bloomberg) using data analysis, synthesis, and delivery.

• DE preparing customized, executive-level PowerPoint presentations using Microsoft Office (Excel, PowerPoint, and Word) to identify and analyze competitive and industry trends, key news events, or specific industry topics and assessing the strategic implications for use by senior business stakeholders.

• DE creating regular (weekly, monthly, or quarterly) reports or articles covering financial industry trends, competitive dynamics, or investment market developments for consumption by a wide audience of business associates and/or external industry participants.

• DE providing management or oversight of junior researchers or analysts focused on conducting secondary research or financial analysis on financial industry firms or investment market data; and monitoring team utilization and providing quality control in the development of presentations, reports, or articles for use by senior business stakeholders.

#PE1M2

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 working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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.