Investment Data Analyst

About the position

The Investment Data Analyst role at Fidelity Investments is focused on providing high-quality, scalable data for SAI-led products and functions. This position involves defining and driving strategies for data analysis, management, acquisition, and distribution, while collaborating with business and technology partners on various projects. The analyst will streamline data processes, ensure timely production, and support ad-hoc reporting and analysis.

Responsibilities

• Develop and implement a repeatable process aimed at streamlining the data sourcing, aggregation, quality & distribution.
• Research, recommend and implement automation, digitization, and new scalable solutions for distributing data.
• Partner with members of business and technology teams to develop Project and Execution Plans, establish agreed-upon milestones and raise issues, as necessary.
• Ensure timely production and meet calendar deadlines.
• Participate in other data-related efforts to support ad-hoc reporting and analysis.
• Operationally monitor, govern, and triage data issues arising from nightly batch or real-time data sourcing, working with internal and external partners and vendors.

Requirements

• 1-3 years or more in a data intensive, hands-on environment, preferably within investment management or technology industries.
• Bachelor's Degree required (completed or in progress).
• Good data querying skills using SQL, TOAD, Tableau, Excel, or any other applications.
• Introductory experience with system development projects, business analysis, and data analysis.
• Basic knowledge of asset allocation investment products, Performance, Attribution, Fixed Income and Risk related experience.
• Prior Experience with Reporting and Visualization Tools like Tableau, Spotfire, Alteryx or other BI, Data Prep, Blending etc.
• Basic understanding of AI/ML concepts, R, Python or Scala is preferred.
• Exposure to Private Equity, Private Debt and Private Real Assets data, vendors and investment processes.

Nice-to-haves

• Interest in CFA / CAIA / Financial Certification is good to have but not required.

Benefits

• Health insurance
• Loan repayment program
• Paid time off
• Parental leave
• Tuition reimbursement