Job Posting Title: Senior Investment Data Analyst – Data Operations
Senior Investment Data Management Analyst
Department Overview
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).
The Senior Investment Data Analyst will perform critical functions to support daily including oversight of daily workload distribution to ensure helpdesk and project assignments are completed in an accurate and timely manner.
Working Hours
TBC
The Expertise You Have
• Bachelor's degree in Business/Finance or related field required
• 7 plus years Financial Services Industry experience and and knowledge of trading and industry practices/tools
• Data Management experience essential
• Working knowledge of Security reference and Index reference data is a distinct advantage
• Previous management experience in financial services beneficial
• Daily workflow management experience, ensuring work is completed within SLA and working on identifying possible causes of missed SLAs
• Exceptional attention to detail with and experience in reviewing others work
• Your ability to think analytically and deliver solutions to complex challenges and recognize when escalation is required
• Strong process management and decision-making skills
• Experience in coaching and developing junior team members
• Excellent understanding and application of MS Office tools
• Relationship building skills across the global teams, business units, and organization
• Team player who takes initiative and thinks across Fidelity
The Skills You Bring:
• People management skills including recruiting and training, and input for performance evaluations
• Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop
• Excellent interpersonal, verbal, and written communication skills
• The ability to think ahead, anticipate questions, plan for contingencies, and find alternative solutions
• Your ability to partner with peers locally and nationally to maintain a culture of collaboration, success and reward
• Ability to work at different levels of detail and can concisely summarize complex issues
• Skilled in managing multiple issues simultaneously while working under pressure and meeting deadlines
• Feels fully accountable and drives ownership
• Strong learning agility to quickly understand issues as they arise
• SQL and OBIEE skills required with R skills desired
• Wall Street Office knowledge an advantage but not required
The Value You Deliver
• Coaching and developing a team of associates to deliver an outstanding experience to our clients in a very fast paced environment
• Lead the team day to day to ensure data quality processes efficiencies and risk management
• Prioritizing and handling critical issues that are received from clients/ business including while ensuring trading requests are completed within 30min SLA
• Quickly identify production issues and work with technology and the business to ascertain impact and recognizing when escalation is required
• Reviews database queries to analyze and validate data for problem resolution for ad-hoc customer questions or issues that result from data surveying
• Driving high satisfaction, quality, and efficiency for both GDS and the client
• Delivering superior results quickly and efficiently, utilizing effective time management skills
• Driving innovation through curiosity and comprehensive understanding of business processes and challenges
Investment Operations
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
