- Bachelor’s degree with 5-8 years of experience, MBA degree a plus.
- Familiarity with financial planning and investment products.
- Familiarity with financial data for Stocks, Bonds, Funds, experience with Morning Star Data, S&P500, Refinitiv market data is a plus.
- Strong data analysis background with the ability to multi-task and prioritize for efficiency and business need (SQL/Python/Debugger).
- Outstanding analytical skills, with the ability to analyze current business and technical processes, triage issues, find opportunities for efficiency and improve applications and tools based on insights, solutions, and requirements.
- Ability to work with ambiguity and uncertain, with technologies you may have never worked with previously and gather the data and information to get to the root of an issue to resolve.
- Ability to assess end to end data process and analyze opportunities for process enhancements & modernization.
- Successfully translate business needs into data requirements for developers.
- The ability to break a Jira story down into small components, understand the purpose and be able to test.
- Ability to identify application and data issues, enhancements, and requests by researching platform specifications, conferring with domain guides across the Enterprise.
- Thinks strategically about the end-to-end process and how platform updates / new releases may impact the team and the business.
- Evaluating, and making updates to, procedures and processes with an eye towards operational efficiency.
- Experience in large scale data platforms and projects with multiple streams of work you're doing, resolving challenges, mitigating risks, and working through dependencies while collaborating with internal partners to ensure turning points are met.
- Conduct business acceptance and validation testing and to lead the team through various stages of the release cycle.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
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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.
