Senior Investment Data Analyst

Job Description:

The Role

We are seeking a highly motivated and responsive a team player who can multi-task and has excellent analytic skills. Our work is highly collaborative and involves close coordination and excellent communication with our clients, market data vendors and key business and technology partners across Fidelity.

This position emphasizes Operations; it is not a Technology role.

The Senior Investment Data Analyst will perform critical functions to support daily operations, with an emphasis on ESG (Environmental, Social, Governance). This includes onboarding new datasets relating to client requests, perform detailed data analysis, identify data issues and work with the appropriate teams towards a resolution. Quality, accuracy, and timeliness are critical to the success of this function.

The Experience and Skills You Bring

• Bachelor's degree in Business/Finance/Data Analytics or related field
• 2-4 years’ experience working in an Operations, Business Analysis, Data Analysis or Systems analysis role
• Financial Services Industry experience working with reference data preferred
• Experience working with Bloomberg, Thomson Reuters, IDC, and industry ratings vendors preferred
• Experience working with analysis/reporting tools such as SQL, R, and OBIEE preferred
• Familiarity with ESG Principles
• Able to interact with vendors, clients, and end users of the data
• Exhibited skills in problem identification and resolution
• Strong analysis skills resulting in the ability to accurately respond to customer inquiries accurately
• Proven ability to multi-task, prioritize and meet deadlines
• Solid oral and written communication and interpersonal skills
• Good organizational and project management skills to navigate through high volume setting with tight deadlines
• Demonstrated ability to work independently and collaboratively with all levels of staff, management, and other business partners
• Data analytics, data mining, reporting, operations research, and data manipulation experience preferred

• Note: Fidelity will not provide immigration sponsorship for this position.

The Team

The Global Data Services (GDS) team within Fidelity Fund and Investment Operations (FFIO) is a global, investment data management organization that specializes in the sourcing, analysis, integration, management and distribution of security, index, and portfolio data. GDS provides these data services for reference, evaluative, performance and analytical data in support of global investment decision making organizations. Data Management Operations (DMO), a division of GDS, specializes in managing, integrating, and validating vendor and Fidelity-defined data associated with investment entities (securities, issues, brokers, funds, portfolios, and index data).

Certifications:

Category:

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.