Financial Analyst

Drive pricing and profitability decisions for Workplace Investing by building models, evaluating scenarios, and partnering with sales and finance stakeholders.

Responsibilities

• Assess pricing and profitability for core market prospects and existing clients
• Design market-competitive pricing strategies to support client acquisition and retention, improve product utilization, and optimize profitability
• Provide ongoing updates to pricing issues, risks, and recommendations to sales, relationship management, segment leaders, and finance
• Review prospect and client pricing requests from sales and relationship management, evaluating fees, market competitiveness, and long-term profitability
• Build financial models and pricing proposals aligned with business guidelines to support the sales organization in winning new clients
• Evaluate repricing requests as plan and participant conditions change, including product offering, fee structure, and other underlying assumptions
• Use client-specific metrics to challenge assumptions and help confirm projected profitability and required fees
• Analyze financial information and develop alternative pricing scenarios to improve win rate, strengthen retention, minimize risk, and enhance profitability
• Present pricing proposals, strategy, and positioning with key business partners and pricing team management
• Continuously prioritize requests based on factors such as request age, need for additional approvals, and client or advisor urgency
• Raise pricing issues, trends, and operational improvement opportunities as appropriate
• Support ad hoc projects as needed

Requirements

• College degree in Finance, Economics, or Accounting
• 2 - 3 years of work and/or internship experience in a Finance role (minimum 2 years)
• Strong knowledge of Microsoft Word, Excel, and PowerPoint, with significant emphasis on Excel
• Proven analytical and problem-solving ability
• High attention to detail and accuracy
• Excellent interpersonal skills, including the ability to influence senior-level positions
• Strong written and verbal communication skills
• Ability to prioritize multiple tasks and work independently
• Ability to collaborate with team members
• Initiative to identify and solve operational improvement and efficiency opportunities

Technology

• Microsoft Office Applications (Word, Excel, PowerPoint)

Location and Work Model

• Covington, KY (onsite)
• Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles
• Some roles and locations currently require 100% onsite while others require less
• Onsite expectations may change as the rollout continues
• This transition does not apply to fully remote roles

Additional Information

• Fidelity will not provide immigration sponsorship for this position
• Fidelity’s business is governed by the Securities Exchange Act of 1934; related laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain criminal histories