Financial Analyst

Job Description: Pricing Analyst (Financial Analyst) – Level 4 The Pricing Analyst is responsible for all financial elements within the end-to-end lifecycle of sales deals and pricing negotiations in the Registered Investment Advisor (RIA) and Fidelity Family Office Solutions (FFOS) segments of the Fidelity Brokerage Operations and Technology (FBOT) business. This process typically includes in-depth financial analysis to evaluate deal profitability, engagement with FBOT management for deal escalations, and significant interaction with the Sales and Relationship Management (RM) organization. The role also engages with business partners across FBOT on key initiatives including new pricing constructs and product solutions to drive revenue growth. The Expertise We’re Looking For A bachelor's degree in Finance, Economics, or equivalent Professional experience in Finance with a successful track record in financial modeling and analysis a plus Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in Tableau, Hyperion Essbase, NGAV, & FDH Basic understanding of valuation concepts including NPV, IRR, and Return on Invested Capital Basic understanding of the products and services involved in the brokerage business The Purpose of Your Role This role supports the pricing efforts of the competitive and evolving RIA and FFOS market segments. Analysts work closely with Relationship Management, Sales, Product, and Platform specialists to develop and evaluate various pricing strategies and value business opportunities. Primary activities include valuing prospects, formulating pricing strategies, translating that strategy to a financial model/forecast, drafting pricing documentation, and effectively articulating the analysis and resulting strategy to finance and business management. The Skills You Bring Excellent written and verbal communications skills, including the ability to communicate effectively with Finance and business partners at varying levels of the organization Intellectual curiosity Proven data gathering and analytic skills with the ability to develop and deliver financial models Strong analytical and problem solving skills Strong attention to detail and ownership for managing large quantities of detailed information with high levels of accuracy Proven ability to manage competing priorities and multiple deadlines Strong interpersonal skills Ability to take initiative and seek creative solutions that challenge conventional approaches Flexible and adaptable team player, able to operate in a highly matrixed environment The Value You Deliver The delivery of timely, accurate, and decision-ready financial information to our business partners The ability to go above and beyond the base level of analysis to deliver pricing strategy and guidance to our sales and relationship management partners The ability to take complex topics and explain the key points to technical and non-technical audiences Finding opportunities to streamline work processes to make the team more efficient and effective How Your Work Impacts the Organization Fidelity Brokerage Operation s and Technology provides a robust platform through which our financial intermediary clients and their financial advisors can operate their businesses, including the ability to enter and execute trades, research and monitor the markets, and offer a full suite of wealth management products to end customers including managed accounts, financial planning, data aggregation and performance reporting. Certifications: Category: Finance 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 every other week (all business days, M-F) in a Fidelity office. 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 experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. 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 please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy