Research Associate
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
- 1-5 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
- Note: Fidelity is not providing immigration sponsorship for this position.
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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.
Certifications:
Category:
Marketing
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please 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.
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- FSA
- HSA
- HSA With Employer Contribution
- Fitness Subsidies
- On-Site Gym
- Pet Insurance
- Mental Health Benefits
- Virtual Fitness Classes
Parental Benefits
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Adoption Leave
Work Flexibility
- Flexible Work Hours
- Remote Work Opportunities
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
- Casual Dress
- Snacks
- Company Outings
- On-Site Cafeteria
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Leave of Absence
Financial and Retirement
- 401(K)
- 401(K) With Company Matching
- Company Equity
- Performance Bonus
- Relocation Assistance
- Financial Counseling
- Profit Sharing
Professional Development
- Tuition Reimbursement
- Promote From Within
- Mentor Program
- Shadowing Opportunities
- Access to Online Courses
- Lunch and Learns
- Internship Program
- Work Visa Sponsorship
- Leadership Training Program
- Associate or Rotational Training Program
Diversity and Inclusion
Company Videos
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