Job Description:
The Sr. Manager of Portfolio Analysis & TBM reports to the head of Tech Finance & Strategic Portfolio Management, and will be accountable for E2E ownership of the TBM Model for Fidelity Wealth. In this role, your team and your finance partners will count on you for four critical things:
Owning the TBM model design and accuracy of the results Educating teams on how the TBM model works Helping your team and others analyze and interpret the results, and Leading the investment planning for quarterly tech reviews (QTRs) and annual planning
As you grow in this role you'll additionally get the chance to broaden your experience with business intelligence tools like PowerBI, support ad hoc analysis related to the tech portfolio, unlocking insights for senior leaders on investment benefits / ROI, and leading elements of the multi year planning and budgeting process.
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The Expertise and Skills You Bring
- Ability to learn quickly and work well under pressure in a fast-paced environment
- Thorough and experienced handling large quantities of information with high levels of accuracy
- Intellectually curiosity with a penchant for understanding how things work, as we'll count on you to be the SME
- Confidence and maturity to engage with partners on your team and across the Finance function, and set direction for large groups
- Excellent communication skills with the ability to summarize and clearly articulate complex issues
- An understanding of activity based costing models
- Familiarity with Fidelity's suite of planning tools; Anaplan, TBM, Workforce Connect, PowerBI, NGAV
On the other side of this role you'll have gained a unique and a deep understanding for Fidelity Wealth's Agile operating model, the investments we make, the routines that underpin investment planning, and the financial architecture (ie systems) that power the insights. The knowledge you gain in this role will be critical as you ascend to other Finance Leadership roles.
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 associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.
Certifications:
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 working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
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, or by calling 800-835-5099, prompt 2, option 3.