Fidelity Investments

Associate Analyst, Investment Data Management

Fidelity Investments  •  United States (Onsite)  •  2 hours ago
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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 Associate Analyst, Investment Data Management will perform critical functions to support daily operations. Including investment entity set-up for the respective trading desks, perform detailed data analysis, and identify and resolve data issues. Quality, accuracy, and timeliness are critical to the success of this function.

  • Perform detailed data analysis to support data management operations
  • Respond to business questions on the timeliness and quality of the data received and managed
  • Perform database queries to analyze and validate data
  • Troubleshoot production related issues and e ngage with our Technology and Business partners to resolve when needed
  • Participate in Operations projects/initiatives involving multiple business partners and provide subject matter expertise

The Expertise & Skills You Bring

  • Bachelor's degree in Business/Finance or related field
  • 1-3 years’ experience working in an Operations, Business Analysis, and/or Data Analyst 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 reporting tools such as SQL and OBIEE preferred Data analytics, data mining, reporting, operations research and data manipulation experience preferred
  • 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 respond to customer inquiries with accuracy
  • Proven ability to multi-task, prioritize and meet deadlines
  • 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
  • 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:

Investment Operations

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.

Fidelity Investments

About Fidelity Investments

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India.

For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Boston, MA
Year Founded
1946
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