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 engage 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.
Skills Required
- Bachelor's degree in Business, Finance or related field
- 1-3 years' experience in Operations, Business Analysis, or Data Analyst role
- Financial services experience working with reference data
- Experience with Bloomberg, Thomson Reuters, IDC, or industry ratings vendors
- Experience with reporting tools and querying (SQL, OBIEE) and data analytics/data manipulation
- Ability to perform database queries and validate data
- Ability to troubleshoot production issues and engage technology and business partners
- Ability to interact with vendors, clients, and end users
- Strong problem identification and resolution skills
- Strong analytical skills to respond to customer inquiries with accuracy
- Proven ability to multi-task, prioritize and meet tight deadlines
- Good organizational and project management skills in high-volume settings
- Demonstrated ability to work independently and collaboratively with all levels of staff
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
