Analyst, Equity Investment Services

FidelityBoston, MA
Onsite

About The Position

As an Analyst on the Equity Investment and Analytic Services (EQIS) at Fidelity Investments, you will play a critical role partnering with our EQIS team and cross functional partners to help to develop data analytics for Equity Research subject areas including analyst coverage, impact metrics, portfolio analytics, as well as support on-going operational processes. This includes using digital and programming skills (Python/ SQL) to run analytics, generate reports, and respond to specific requests from senior management and investment professionals. This is an outstanding opportunity to apply your analytical, project management, and interpersonal skills to deliver data-driven insights to support investment decisions.

Requirements

  • 2-4 years’ work experience in or working with investment operations in financial services industry
  • Bachelor’s Degree
  • Strong communication and analytical skills
  • Must be highly organized, meticulous, detail oriented and can work independently
  • Effective relationship management skills across numerous strategic business partners
  • Demonstrated experience utilizing Python and SQL to deliver actionable data insights, streamline workflows, automate tasks.
  • Ability to perform multiple tasks simultaneously and be comfortable in an environment of shifting priorities
  • Excellent judgment, issue management, and problem-solving skills
  • Self-motivated, comfortable taking the initiative, and meet deadlines independently
  • Positive attitude and 'can do' work ethic

Nice To Haves

  • Knowledge of SDLC/GitHub is a plus
  • Experience with business intelligence and visualization tools such as Tableau is a plus
  • Experience working with Linux, Shell Scripts is a plus.

Responsibilities

  • Build analytics in support of Equity’s strategic initiatives and business operations
  • Develop and implement workflows to support and scale the Equity business
  • Liaise and manage relationships with multiple internal groups who support Equity as well as external vendors on implementation activities
  • Partner with the Equity management team to develop and deliver periodic and ad-hoc analytics that enable data-driven decision-making
  • Coordinate with technology partners and key stakeholders to develop and refine requirements and prioritization needs across Equity
  • Guide discussions and activities to ensure clear communication and collaboration among Equity business partners
  • Manage and communicate program status to stakeholders of various initiatives
  • Identify and articulate program risks and help to resolve issues as they surface

Benefits

  • comprehensive health care coverage
  • emotional well-being support
  • market-leading retirement
  • generous paid time off
  • parental leave
  • charitable giving employee match program
  • educational assistance including student loan repayment
  • tuition reimbursement
  • learning resources to develop your career
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