Investment Data Analyst

Fidelity Investments•Greenwood Village, CO

1d•Hybrid

About The Position

The Investment Data Analyst role will be responsible for providing scalable, timely, easily consumable and good quality data for consumption by SAI led products and functions. This position will help drive and define strategy for data analysis, management, acquisition, and distribution. Working closely with SAI business as well as technology partners, the position will participate on projects of various size and complexity, including product/platform development and enhancement. The Data Strategy team is an integral part of Strategic Advisers. We are tasked with the critical responsibility of shaping and driving the overall business strategy. Our team is collaborative and eager to learn, working closely with SAI leaders to define our future and ensure our continued success. Strategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity’s retail and institutional distribution channels. For more than 35 years, SAI has specialized in the design, construction and management of asset allocation solutions, as well as the methodologies for many of Fidelity’s investment planning tools, to help investors reach their financial goals. With over to $1 trillion in assets under management in a blend of Fidelity and third-party investment vehicles, the SAI team of investment professionals constructs and manages asset allocation portfolios for more than 3.5 million customer accounts. At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

Requirements

Highly motivated, proactive professional with excellent data and interpersonal skills
2 plus years or more in a data intensive, hands on environment, preferably within investment management or technology industries
Bachelor's Degree required (completed or in progress)
Introductory Fidelity experience
Experience with system development projects, business analysis, and data analysis
Basic knowledge of asset allocation investment products, Performance, Attribution, Fixed Income and Risk related experience
Good data querying skills using SQL, TOAD, Tableau, Excel, or any other applications
Prior Experience with Reporting and Visualization Tools like Tableau, Spotfire, Alteryx or other BI, Data Prep, Blending etc.
Understanding of MS Excel (macros, VLOOKUP’s, VBA) and PowerPoint
Basic project management skills and ability to prioritize multiple work streams, track progress and effectively communicate and handle expectations
Basic analytical skills and business judgment
Intellectual curiosity and commitment to continuous improvement

Nice To Haves

Basic understanding of AI/ML concepts, R, Python or Scala is preferred
Interest in CFA / CAIA / Financial Certification is good to have but not required

Responsibilities

Provide scalable, timely, easily consumable and good quality data for consumption by SAI led products and functions
Help drive and define strategy for data analysis, management, acquisition, and distribution
Participate on projects of various size and complexity, including product/platform development and enhancement
Develop and implement a repeatable process aimed at streamlining the data sourcing, aggregation, quality & distribution
Research, recommend and implement automation, digitization, and new scalable solutions for distributing data
Partner with members of business and technology teams to develop Project and Execution Plans, establish agreed-upon milestones and raise issues, as necessary
Ensure timely production and meet calendar deadlines
Participate in other data-related efforts to support 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