Strategy & Operations Analyst jobs in United States
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Fidelity Investments · 5 hours ago

Strategy & Operations Analyst

positionJersey City, NJ
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level
money$66K/yr - $125K/yr

Fidelity Investments is seeking a highly motivated Strategy & Operations Analyst to support the Director, Strategy and Operations in scaling and maturing the Fidelity Private Shares business. This role plays a critical part in driving operational excellence, supporting strategic initiatives, and enabling data-driven decision-making across the business.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth OpportunitiesbadNo H1Bnote

Responsibilities

Produce data-driven insights and reports to support decision-making, identify trends, and surface opportunities
Support GTM efforts by delivering customer segmentation analyses and market insights
Assist in preparing materials for leadership meetings, investment committees, and quarterly planning sessions
Support the development and execution of business planning, budgeting, and forecasting processes
Contribute to the development of business cases for new opportunities and initiatives
Take ownership of ad hoc projects where clear ownership may not exist, ensuring timely and high-quality execution

Qualification

Financial analysisBusiness operationsData analysisExcelPowerPointProject management toolsData visualization toolsStrategic planningCustomer segmentationMarket insightsSaaS metricsUnit economicsCustomer lifetime valuePrivate equity knowledgeVenture capital knowledgeAttention to detailWritten communicationVerbal communicationCollaborative mindset

Required

Experience in business operations, strategy, or financial analysis
Comfortable working in ambiguous, fast-paced environments with a bias toward action
Strong analytical skills with the ability to collect, organize, and interpret data from multiple sources
Proficient in Excel, PowerPoint, project management tools, and data visualization tools
Extreme attention to detail with a focus on delivering accurate and high‑quality results
Outstanding written and verbal communication skills
Collaborative mindset with the ability to work across multiple teams

Preferred

Experience in financial services or fintech is highly preferred
Exposure to strategic planning or corporate development
Familiarity with private equity and venture capital is a plus
Understanding of SaaS metrics, unit economics, and customer lifetime value

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

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Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
dateFounded in 1946
location
Boston, Massachusetts, USA
people-size10001+ employees
web-link
https://www.fidelity.com

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

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Abigail Johnson
Chairman & CEO
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Jeanmarie Ward
Senior Vice President of Architecture
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Company data provided by crunchbase