Senior Financial Analyst

Job Description:

The Role

As a Custody Pricing Senior Analyst, you will be responsible for managing all financial aspects of sales deals and pricing negotiations within the Registered Investment Advisor (RIA) and Fidelity Family Office Solutions (FFOS) segments of the Fidelity Brokerage Operations and Technology (FBOT) business. This includes conducting in-depth financial analysis to evaluate deal profitability, engaging with FBOT leadership for deal escalations, and collaborating closely with Sales and Relationship Management teams. You’ll also contribute to key initiatives across FBOT, such as developing new pricing constructs and product solutions to drive revenue growth.

Your work will support pricing efforts in competitive and evolving market segments, partnering with Relationship Management, Sales, Product, and Platform teams to develop and evaluate pricing strategies. Core activities include valuing prospects, building financial models and forecasts, drafting pricing documentation, and presenting your analysis and recommendations to finance and business leaders.

The Expertise And Skills You Bring

• Bachelor’s degree in Finance, Economics, or a related field, with 2+ years of relevant experience
• Strong background in financial modeling and analysis
• Proficiency in MS Excel and PowerPoint; experience with Tableau, Power BI, NGAV, and FDH is a plus
• Solid understanding of valuation concepts such as NPV, IRR, and Return on Invested Capital
• Basic knowledge of brokerage products and services
• Excellent written and verbal communication skills across all organizational levels
• Intellectual curiosity and a proactive mindset
• Strong analytical, problem-solving, and data-gathering abilities
• High attention to detail and accuracy in managing complex information
• Ability to manage multiple priorities and deadlines effectively
• Strong interpersonal skills and a collaborative approach
• Initiative to seek creative solutions and challenge conventional thinking
• Adaptability in a highly matrixed environment

Note: Fidelity is not providing immigration sponsorship for this position

The Team

You’ll be part of the Fidelity Brokerage Operations and Technology (FBOT) organization, which provides a robust platform for financial intermediary clients and their advisors. This includes tools for trade execution, market research, and a comprehensive suite of wealth management products such as managed accounts, financial planning, data aggregation, and performance reporting. Your contributions will help deliver timely, accurate, and strategic financial insights that support pricing decisions and drive business growth.

Certifications:

Category:

Finance

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 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.