The Director is responsible for data analysis, financial modeling, and executive communication support related to WI investment product strategy and on-going ad-hoc analytics projects. The Director leads the development of new financial models to estimate impact of new and/or changed products, pricing approaches or market dynamics to help guide WI decision making.
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Exceptional analytical and problem solving skills
Strong industry knowledge and investment product awareness
Strategic thinking skills – ability to connect individual projects to broader WI and Fidelity strategy when making recommendations
Excellent verbal and written communication skills. Ability to translate statistics, trends, variances into a concise business explanation.
Intellectual curiosity – ability to ask questions in a variety of settings and challenge existing thinking
Adept at managing and analyzing large/complex sets of data.
Proven ability and flexibility to manage multiple priorities and deadlines. Capable of supporting multiple projects across all of the focus areas simultaneously
Able to gather information effectively, perform analysis, and communicate and/or present conclusions.
Strong computer skills and familiarity with Fidelity applications – MS Excel, MS PowerPoint, Tableau, FCAP, FDH etc.
The Value You Deliver
Conduct analysis of existing business conditions and forecast impacts of additions or changes to investment product offerings within WI
Support investment product analysis for new product proposals in conjunction with Asset Management and/or Investment Product Group
Highlight areas where investment product decisions for WI have broader implications to Fidelity’s other distribution channels
Synthesize assets, flows and profitability data to highlight trends across the WI business and the implications for new product offerings
Develop new financial views highlighting trends across the WI book of business that will drive decision making
The Expertise You Bring
Bachelor’s degree in Finance, Accounting, Economics or a related field.
MBA or advanced degree preferred.
8+ years of experience or a Master’s degree with 6+ years’ experience.
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