Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
Financial Analyst, Real Estate and Workplace Experience Finance Team
The Financial Analyst serves as a member of the Finance and Transaction and Leasing Team, you will play a critical role in driving excellence.
The analyst will support Fidelity’s Real Estate and Workplace Experience organization, support expense management, budgeting, forecasting, and financial reporting across a portfolio of properties. This role is responsible for providing clear financial insights, ensuring cost transparency, monitoring budget adherence, and supporting data-driven decision-making for real estate operations.
Success in this role requires a strong analytical mindset, effective collaboration, independent thinking, and intellectual curiosity. The associate will support strategic insights to inform business strategy, support the execution of key initiatives, and help measure and evaluate business performance through ongoing reporting and analysis.
The Expertise We’re Looking For
Strong analytical and strategic skills combined with solid business and financial acumen
Excellent communications skills and demonstrated ability to influence senior business leaders
A bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree a plus
2 years of professional experience in Finance with a successful track record in financial modeling and analysis
Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in PowerBI and Anaplan
The Skills You Bring
You are a flexible, self-motivated team player with a can-do attitude who brings energy, enthusiasm, and intellectual curiosity to the role
You thrive in a fast-paced organization, prioritize well under pressure, and take ownership and accountability for your work
Your project management skills help you drive simultaneous progress on multiple cross-functional teams and initiatives
You possess strong analytical capabilities, excellent problem-solving skills, end-to-end thinking, and apply these skills universally to your work
You demonstrate excellent communication and presentation skills, including the ability to analyze complex issues, synthesize key points, and effectively communicate information in a concise manner appropriate for executive business decision making
Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in PowerBI and Anaplan
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.
Certifications:
Category:
FinancePlease 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.
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All fields are required. Candidates should limit the number of roles they apply to at any given time.
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 accommodations@fmr.com, or by calling 800-835-5099, 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.