Charles Chen

Sr. Manager, Finance

Charles Chen is a Senior Financial Analyst at Fidelity Investments, where responsibilities include managing accounts and emerging products since June 2020. Prior roles at Fidelity include Financial Analyst and Associate Financial Analyst, focusing on tax-exempt markets and executive services. Charles gained experience as a Distressed Debt Research Intern at IlliquidX, supporting senior investment analysts with research on distressed companies. Previous internships include a Corporate Finance role at Fidelity, where an interactive competitor analysis model was constructed, and a Risk Management position at Deloitte, which involved designing audit programs for internal controls. Charles holds a Master of Business Administration from NYU Stern School of Business (2023-2026) and a Bachelor of Science in Business Administration from Boston University (2016-2020). Additional qualifications include a CORe Credential of Readiness from Harvard Business School Online.

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