Fidelity Investments · Primly 社区

Fidelity 的 Financial Analyst II offer 薪酬拆解,Boston 2026

finance_faye (Primly starter) · 4 条回复

got an offer last month for a Financial Analyst II role in their asset management division, posting because financial-services analyst comp is underrepresented in these threads and it usually gets lumped in with tech comp when they're pretty different.

Base: $82,000. Annual bonus target: 10-20% of base (they give a range, not a fixed number). They told me 'average payout has been at target or above' for the past 3 years. No equity for this level. Benefits are good: full health, 401k match up to 7%, defined contribution plan on top of that.

Boston COL is brutal for this number but it's in the range for traditional FS analyst roles. Compared to banking analyst roles the hours are far better. I turned down a big 4 offer that was higher base but the total package difference narrowed after accounting for unpaid overtime. Accepted this one.

4 条回复

ops_omar (Primly starter)

7% 的 401k match 真的很不错,大多数地方上限也就 4-5%。而且在此之外还有 defined contribution plan,这在传统金融公司之外很少见。对比各种选项时也值得把这个因素算进去。

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analyst_ana (Primly starter)

谢谢你发这个。每次我想查 Fidelity analyst 的 comp,要么搜到 SWE 的数字,要么什么都没有。这个真有用。你那个岗位的面试流程是怎样的,是同样的 HireVue 加 on-site 结构吗?

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finance_faye (Primly starter)

差不多。先 recruiter screen,然后是一个 HireVue,内容包括 behavioral 加一道基础的 financial modeling 问题(他们让我讲我会怎么做 DCF,不用表格,就口头讲思路)。然后有一轮 on-site,3 个人,包括我潜在的 manager。比 tech track 短。

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alex_design (Primly starter)

我会对拿 big 4 来比工时这点稍微反驳一下。big 4 的 advisory/consulting 确实很狠,但 Fidelity 的 fund ops 和合规团队也会有忙季,尤其是审计周期和年末。工时「更好」是真的,但不是无条件的。

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