Senior Analyst - 1412244
Company: Fidelity Investments
Location: Boston, MA
Posted on: December 19, 2014
Job Description:
Duties: Serve as a member of the Asset Management Business
Development group, which provides services to the Asset Management Executive
team, including strategic counsel, strategy development, market,
customer and competitor assessment, financial modeling, scenario planning,
initiative and business case development. Reporting to the Vice President
of the group, this role’s primary function is to support market
analysis and develop insights and effective presentations. These activities
will have significant exposure to senior management. The successful
candidate will be capable of supporting multiple projects. Primary Responsibilities: • Employ innovative methods and creative thinking to develop detailed analysis that drives actionable recommendations for
the business leaders within Fidelity Asset Management. Perform
analyses including, market analysis, internal capability assessment,
competitor intelligence, customer research, product assessment, and
financial analysis/modeling. • Conduct secondary research to understand asset management industry trends, competitors, customers, regulatory changes, as
well as technology changes. • Develop insights and conclusions from analysis and
research, including detailed business case development to support
recommended courses of action. • Prepare high-quality documents and presentations to
articulate opportunities and recommendations. • Develop a network of relationships with Fidelity personnel
at various levels to facilitate the gathering of data to support
senior management in the development and execution of strategic
solutions. • Work as an integrated team member including day-to-day management of the tasks related to individual projects or work
streams including coordinating and guiding implementation working
teams, producing regular scorecards and status updates, attending
regular working sessions, and mapping project plans. • Interact with project team leads to ensure best practices
in planning, execution and tracking are being adhered to and
appropriate issues escalated. • Drive and maintain projects that support the overall
program management, such as SharePoint sites, shared calendars,
communication plans and scorecard deliverables and tracking. Requirements: Bachelor's degree in Business or Finance (or
foreign education equivalent) as well as five (5) years of experience in
the job offered or five (5) years of experience performing investment
or investment product data analysis in the Mutual Fund Asset
Management industry including strategic counsel, strategy development,
market, customer and competitor assessment, financial modeling, and
scenario planning; or, alternatively, a Master's degree in Business or
Finance (or foreign education equivalent) and three (3) years of
experience in the job offered or three (3) years of experience performing
investment or investment product data analysis in the Mutual Fund Asset
Management industry including strategic counsel, strategy development,
market, customer and competitor assessment, financial modeling, and
scenario planning. Experience must include: Demonstrated Expertise
(“DE”) performing competitive market and research analysis of industry
trends, including analysis of individual investment management
product structures within the Mutual Fund Asset Management industry; DE
in data analysis and report generation using Microsoft Office Suite,
SharePoint, Visio, and Think-Cell, including extracting market data
using Morningstar Direct and Evestment Alliance; DE creating and
delivering presentations via consultative approach to equip senior
management with facts and analysis to facilitate strategic decision making
about investment or investment product development and launch within
the Mutual Fund Asset Management industry; and DE performing
investment product and market analysis, including internal capability
assessment, competitor intelligence, customer research, product
assessment, benchmark surveys, and financial analysis modeling that
drives investment product launch and business development strategic
planning within the Mutual Fund Asset Management environment. To apply, visit http://jobs.fidelity.com and search for Job
Number 1412244
Keywords: Fidelity Investments, East Providence , Senior Analyst - 1412244, Finance , Boston, MA, Rhode Island