Job Description
Job Description: Pricing Analyst (Financial Analyst) – Level 4The Pricing Analyst is responsible for all financial elements within the end-to-end lifecycle of sales deals and pricing negotiations in the Registered Investment Advisor (RIA) and Fidelity Family Office Solutions (FFOS) segments of the Fidelity Brokerage Operations and Technology (FBOT) business. This process typically includes in-depth financial analysis to evaluate deal profitability, engagement with FBOT management for deal escalations, and significant interaction with the Sales and Relationship Management (RM) organization. The role also engages with business partners across FBOT on key initiatives including new pricing constructs and product solutions to drive revenue growth.The Expertise We’re Looking ForA bachelor's degree in Finance, Economics, or equivalentProfessional experience in Finance with a successful track record in financial modeling and analysis a plusProficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in Tableau, Hyperion Essbase, NGAV, & FDHBasic understanding of valuation concepts including NPV, IRR, and Return on Invested CapitalBasic understanding of the products and services involved in the brokerage business
Responsibilities + Skills
The ability to take complex topics and explain the key points to technical and non-technical audiencesFinding opportunities to streamline work processes to make the team more efficient and effective
Education
The delivery of timely, accurate, and decision-ready financial information to our business partnersThe ability to go above and beyond the base level of analysis to deliver pricing strategy and guidance to our sales and relationship management partners
Experience
