Finance Jobs in Covington, KY

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Financial Analyst

Fidelity Investments Covington, KY

Covington, KY

Today

Full time Analytical Skills Data Analysis Data Analytics

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Job Description

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

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