Financial Analyst

Finance & Accounting Financial Analyst Published: Sep 16

ID: 2134566

Fidelity is transitioning to a full-time onsite working model in phases by region and role. See job description for more information. Onsite Location Covington, KY Team Finance & Accounting Experience Level Associate Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role As a Pricing Analyst within Fidelity Workplace Investing (WI), your responsibilities include evaluating pricing and profitability for our core market prospects and clients. The analyst applies marketplace knowledge, analytical skills, and influencing skills to develop market competitive pricing strategies that help acquire/retain clients, improve product utilization, and optimize profitability. The position regularly presents pricing issues, risks, and recommendations to sales, relationship management, segment leaders and finance. The Expertise and Skills You Bring College degree in Finance, Economics, or Accounting 2 -3 years of work and/or internship experience in a Finance role Strong knowledge of Microsoft Office Applications (Word, Excel, PowerPoint) with significant emphasis on Excel Proven analytical/problem-solving abilities Attention to detail and accuracy are essential Excellent interpersonal skills including the ability to influence senior level positions Demonstrates strong written and verbal communication skills Ability to prioritize multiple tasks and work independently Ability to collaborate with fellow team members Takes initiative to identify and solution for operational improvements and efficiencies Analyze prospect and client pricing requests from sales and relationship management, evaluating fees, market competitiveness, and long-term profitability Develop financial models and pricing proposals that conform to business guidelines to assist the sales organization in acquiring new clients Evaluate existing client repricing requests as changes occur to the plan and its participants, product offering, fee structure, and/or other key underlying assumptions Evaluate client-specific metrics and challenge assumptions as appropriate to ensure that projected profitability and required fees are sufficient Analyze financial information and proactively create alternative pricing scenarios that enhance win rate, strengthen client retention, minimize risk, and improve profitability Present pricing proposals, strategy, and positioning with key business partners and pricing team management Continually prioritize requests to be completed based on a variety of factors including age, potential need for additional approvals, or client/advisor urgency Proactively raise pricing issues, trends, and operational improvement opportunities, as appropriate Support ad hoc project work, as needed The Team The WI pricing team is responsible for helping win new clients and retain our existing ones by analyzing and illustrating client profitability and ensuring our fees are market competitive. WI is an industry leader in the retirement and employer benefits industry and serves as the primary entry point into the Fidelity enterprise for a large portion of our clients. Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles. Category Finance Please be advised that Fidelity’s 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. 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. 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 View email address on click.appcast.io, or by calling View phone number on click.appcast.io, prompt 2, option 3. 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. 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. 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