Associate Investment Data Analyst
About The Position
The Associate Investment Data Analyst will provide scalable, timely, easily consumable, high-quality data for Strategic Advisers (SAI) products and functions. The role helps define and drive strategies for data analysis, management, acquisition, and distribution. In partnership with SAI business and technology teams, the analyst participates in projects of varying size and complexity, including product and platform development and enhancement. The Data Strategy team is part of Strategic Advisers and works collaboratively with SAI leaders to shape and drive business strategy. Strategic Advisers, LLC is a registered investment advisor and wholly owned subsidiary of FMR LLC. It provides investment management services through Fidelity’s retail and institutional distribution channels and specializes in the design, construction, and management of asset-allocation solutions and investment-planning methodologies.
Requirements
- At least 1–3 years of experience in a data-intensive, hands-on environment; investment management or technology experience is preferred.
- Bachelor’s degree required.
- Introductory Fidelity experience, and experience with system-development projects, business analysis, and data analysis.
- Basic knowledge of asset-allocation investment products; performance, attribution, fixed income, or risk-related experience.
- Data-querying skills using SQL, TOAD, Tableau, Excel, or other applications.
- Experience with reporting and visualization tools such as Tableau, Spotfire, Alteryx, or other BI, data-preparation, and blending tools.
- Understanding of MS Excel, including macros, VLOOKUPs, and VBA, and PowerPoint.
- Basic project-management skills, including prioritizing multiple workstreams, tracking progress, communicating effectively, and managing expectations.
- Basic analytical skills and business judgment.
- Intellectual curiosity and commitment to continuous improvement.
- Must be eligible for employment without immigration sponsorship from Fidelity.
Nice To Haves
- Basic understanding of AI/ML concepts and R, Python, or Scala.
- Interest in CFA, CAIA, or another financial certification; not required.
Responsibilities
- Develop and implement a repeatable process to streamline data sourcing, aggregation, quality, and distribution.
- Research, recommend, and implement automation, digitization, and scalable data-distribution solutions.
- Partner with business and technology teams to develop project and execution plans, establish milestones, raise issues, and meet production deadlines.
- Support ad hoc reporting and analysis through other data-related efforts.
- Monitor, govern, and triage data issues from nightly batch or real-time data sourcing, working with internal and external partners and vendors.
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Retirement benefits
- Paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance, including student loan repayment, tuition reimbursement, and learning resources
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
