Associate Investment Data Analyst

Fidelity • Greenwood Village, CO

5h

About The Position

The Associate Investment Data Analyst provides scalable, timely, easily consumable, high-quality data for use by SAI-led products and functions. The role helps drive and define strategy for data analysis, management, acquisition, and distribution. Working closely with SAI business and technology partners, 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 helps shape and drive the overall business strategy. The team works collaboratively with SAI leaders to define its future and support continued success. Strategic Advisers, LLC (SAI) 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 designing, constructing, and managing asset allocation solutions and methodologies for investment planning tools. SAI manages asset allocation portfolios for more than 3.5 million customer accounts, with over $1 trillion in assets under management.

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Current onsite requirements vary by role and location and may evolve. This transition does not apply to fully remote roles. Fidelity will not provide immigration sponsorship for this position.

Requirements

• At least 1–3 years of experience in a data-intensive, hands-on environment; investment management or technology industry experience is preferred.
• Bachelor’s degree required.
• Introductory Fidelity experience.
• Experience with system development projects, business analysis, and data analysis.
• Basic knowledge of asset allocation investment products.
• Good data querying skills using SQL, TOAD, Tableau, Excel, or other applications.
• Understanding of Microsoft Excel, including macros, VLOOKUPs, and VBA, and PowerPoint.
• Basic project management skills, including prioritizing multiple work streams, tracking progress, communicating effectively, and managing expectations.
• Basic analytical skills and business judgment.
• Intellectual curiosity and commitment to continuous improvement.
• Excellent data and interpersonal skills, motivation, proactivity, and eagerness to learn about Managed Accounts solutions.

Nice To Haves

• Experience in investment management or technology industries.
• Basic knowledge or experience related to performance, attribution, fixed income, and risk.
• Prior experience with reporting and visualization tools such as Tableau, Spotfire, Alteryx, or other business intelligence, data preparation, or blending tools.
• Basic understanding of AI/ML concepts or experience with R, Python, or Scala.
• Interest in CFA, CAIA, or another financial certification.

Responsibilities

• Develop and implement a repeatable process to streamline data sourcing, aggregation, quality, and distribution.
• Research, recommend, and implement automation, digitization, and scalable solutions for distributing data.
• Partner with business and technology teams to develop project and execution plans, establish agreed-upon milestones, and raise issues as needed.
• Ensure timely production and meet calendar deadlines.
• Participate in other data-related efforts supporting ad hoc reporting and analysis.
• Operationally monitor, govern, and triage data issues arising 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.
• 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.

What This Job Offers

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