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Senior Manager, Investment Data Operations

Senior Manager, Investment Data Operations

locationWestlake, TX, USA
PublishedPublished: 1/14/2026
Full Time

Job Description:

The Role

We are seeking a highly motivated and responsive team player who is able to 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.

The Senior Manager will manage the planning processes and resource allocation within the team. Will oversee the daily workload distribution to ensure core helpdesk and project assignments are equitable, challenging, and are completed in an accurate and timely manner. The Manager will also be responsible for ensuring that service level agreements are met and that all Help Desk support activities are completed as well as, oversight of specific data processes, and the execution of manual reporting and other validation activities. Partnering with other Senior Managers globally to ensure daily data management responsibilities and helpdesk coverage are met and aligned with business needs. Working with the Director, technology, customers, business and systems partners, the Senior Manager will plan and prioritize operational projects and manage team efforts end-to-end.

The Expertise and Skills You Bring

  • Bachelor's degree in Business/Finance or related field required.

  • 8+ years of Financial Services Industry experience working with Market reference data preferred

  • Strong understanding of operational metrics and analytics in relation to the business and how to apply insights to manage the daily operation

  • Works collaboratively to achieve the team’s overall goals and objective

  • A critical thinker and a problem solver while bringing attention to details and accuracy

  • Solid Organizational, Project and Process Leadership skills applying industry standard methodologies

  • Lead data management operations projects/initiatives involving multiple business partners and provides domain expertise

  • Mentor, guide and onboard junior associates on data analytics and operations activities and share knowledge with peers

  • Be an active participant in project/portfolio metrics generation

  • Facilitate high standards in document management for polices, processes and procedures

  • Be a leader in adopting changes

  • Adhere to Fidelity’s Risk & Control policies & procedures

  • Experience with one or more programming applications/languages such as SQL, R, Python preferred

  • In depth understanding of data analytics with a consistent track record of delivering actionable insight through analysis

  • Self-starter requiring minimum supervision

  • Demonstrable ability to multi-task, prioritize and meet deadlines

  • Proven track record to work independently and multi-functionally with all levels of associates, management, technology and other business partners

  • Able to lead interaction with clients, end users of the data and senior management

  • Expert level in-depth understanding and knowledge of applicable business processes

  • Excellent written and verbal communication, particularly when discussing complex issues

  • Excellent interpersonal skills

  • Strategic problem solver able to plan ahead but also able to deliver to that plan

  • Proactive participation & management of varied projects/initiatives

  • Bring thought leaderships in innovative ways for continuous process improvements

  • Lead detailed data analysis to support changes to various data areas

  • Ability to transform data into actionable insight, both for data quality projects and run the business

  • Formulates both tactical and strategic plans to increase productivity and to reduce risk

  • Makes recommendations for global operational enhancements when necessary

  • Participates in new product forums and works with GDS management team to stay abreast of industry news and developments

  • Responsible for setting short and long term goals for staff and developing succession plans

  • Capture metrics to ensure data standards meet the SLA requirements

Note: Fidelity is not providing 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, portfolio, common reference, augmented holdings and investment analytics 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, validating and augmenting vendor and Fidelity-defined data associated with investment entities (securities, issues, brokers, funds, portfolios and index data).

Certifications:

Category:

Investment Operations

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.