Analyst, Equity Investment Services

Fidelity Investments • Boston, MA

1d • $80,000 - $153,000

About The Position

The Analyst on Fidelity Investments’ Equity Investment Services (EQIS) team partners with the Equity Leadership Team, EQIS colleagues, and cross-functional partners to develop analytics and insights that support management decision-making across the Equity organization. The role uses digital and programming skills, including Python and SQL, to conduct analyses, generate reports, build scalable solutions, and respond to senior management requests.

The position is part of Asset Management Compliance, Risk and Business Operations (CRBO), and is aligned with the priorities of the Equity organization. It supports Equity’s strategic initiatives and business priorities through trusted analytics, reporting workflows, and data-driven insights.

Requirements

• Bachelor’s degree.
• 2–4 years of work experience in or working with investment operations in the financial services industry.
• Demonstrated experience using Python and SQL to deliver actionable data insights, streamline workflows, and automate tasks.
• Experience using AI productivity tools such as Microsoft Copilot, ChatGPT, or Gemini to improve workflow efficiency, automate routine tasks, and enhance research, analysis, and content creation.
• Strong analytical and communication skills, including the ability to synthesize data into concise, decision-ready insights.
• Highly organized, meticulous, detail-oriented, and able to work independently.
• Excellent judgment, issue management, and problem-solving skills.
• Self-motivated, comfortable taking initiative, and able to meet deadlines independently.
• Positive attitude and a “can do” work ethic.
• Knowledge of equity markets, investment management, securities, data, and workflows.
• Ability to communicate effectively with all levels of management and respond resourcefully to leadership priorities and evolving business needs.

Nice To Haves

• Experience working with Linux, Shell Scripts, or GitHub.

Responsibilities

• Build analytics and insights in support of Equity’s strategic initiatives and business priorities.
• Develop and implement reporting and analytics workflows, including AI-enabled solutions, to support and scale across the Equity platform.
• Develop and deliver periodic and ad-hoc analytics and insights to enable management’s data-driven decision-making.
• Support management adoption of trusted data and analytics, including self-service capabilities alongside standard reports.
• Partner with Equity, QRI, Investment Services, Technology, and other business teams to define requirements and deliver on Equity initiatives.
• Use Python and SQL to conduct analyses, generate reports, develop scalable solutions, streamline workflows, and automate tasks.
• Communicate information and insights to management to support leadership decision-making.

Benefits

• Comprehensive health care coverage.
• Emotional well-being support.
• Market-leading retirement benefits.
• Generous paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources for career development.
• Depending on position and eligibility, bonus or other variable compensation may be included.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level