Job Description:
The Role
The Fidelity Institutional (FI) Market Intelligence & Commercialization team is looking for a Research Associate who will become a contributing member of a small team crafting research that advises all aspects of our distribution, wealth and advisor technology businesses, from product development to enhancing the client experience. Your primary business partners in this role will be Sales, Relationship Management, Client Experience, and Product & Practice Consulting as our research helps FI understand and adapt to the evolving wealth and competitive landscape and the changing business needs of our clients.
The Expertise and Skills You Bring
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- MBA or CFA or equivalent experience a plus
- 3-5 years proven experience in financial services - ideally in research, consulting, or business strategy. Experience in asset management, intermediary or institutional markets a plus
- Ability to perform financial analysis for the purpose of understanding how a firm's strategy can be reflected in or driven by their financial health
- Familiar with various market, competitor, and client research techniques and industry data sources used to advise strategic decisions
- Strong ability to distill industry data from a variety of sources into concise and insightful intelligence to answer the question 'what does this mean for our business?'
- Organizational proficiency and a proactive, creative, and collaborative approach to solving strategic business issues
- Positive relationship building skills and ability to work horizontally and vertically within the organization
- Executive communication skills and ability to craft compelling presentations at both a peer and executive level
- Innovative, forward-thinker who quickly understands the context, and effectively challenges the status quo and drive commercial outcomes
Note: Fidelity is not providing immigration sponsorship for this position.
The Team
The FI Market Intelligence & Commercialization team systematically captures, analyzes and interprets information about FI's external business environment (e.g. traditional and emerging wealth tech competitors) to inform strategy and decision making. We connect the dots across our competitors, clients and internal strategy to help enable our partners' success. Our research helps Fidelity Institutional understand and adapt to the evolving wealth tech competitive landscape and the changing business needs of our clients. Join a team that participates in discussions that advise the development of new capabilities and improve our clients' experience.
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
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, detailed in this document, 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.
We invite you to Find Your Fidelity at fidelitycareers.com.
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.
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.
Certifications:
Category:
Marketing
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.