Fidelity Investments · 6 hours ago
Senior Analyst, Commission Uses
Boston, MA
Full-time
Hybrid
Mid, Senior Level
$74K/yr - $141K/yr
5+ years expFidelity Investments is a leading financial services firm, and they are seeking a Senior Analyst for their Commission Uses Group. The role involves analyzing brokerage transactions, overseeing sub-advisers, and delivering high-quality reporting and analytics to various stakeholders.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Collecting and analyzing all sub-adviser brokerage transactions on behalf of Strategic Advisers LLC
Responsible for the ongoing oversight of each sub-adviser and assessing their brokerage practices to ensure guidelines and industry standards are met
Deliver high quality reporting and analytics to various business partners, Board of Trustees, regulators, and shareholders
Build relationships with business partners across the firm as well as each sub-adviser
Contribute to the team’s tactical and strategic business and technology initiatives
Qualification
Required
Bachelor's degree with 5+ years' experience in financial services
Knowledge of brokerage transaction data and investment instruments
Proficient in all Microsoft Office applications (Excel, PowerPoint, Word), and experience with database querying systems (Business Intelligence or similar)
Attention to detail and ability to excel in a fast-paced environment
Communicates effectively across all levels of the organization
Collaborates and builds relationships with key business partners, brokers, and sub-advisers
Keen focus on service levels delivering a quality product to business partners
Strong analytical skills conducted through data analysis to analyze trends and prepare actionable insights
Focus on innovation and process improvement initiatives
Applies a risk mindset identifying, managing, and mitigating risks in daily operations
Applies critical thinking assessing and analyzing assignments to identify issues and solve problems
Desire to learn the business end-to-end and become a subject matter expert
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-16
2026-01-16
Company data provided by crunchbase