Senior Analyst, Equity Investment Services

Fidelity Investments • Smithfield, RI

3d • $85,000 - $171,000 • Hybrid

About The Position

As a Senior Analyst, Equity Investment Services (EQIS) at Fidelity Investments, you will play a critical role partnering with our EQIS team and cross functional partners to support the Equity Portfolio Management team. This is an outstanding opportunity to apply your analytical, project management, and interpersonal skills to deliver data-driven insights to support investment decisions. The individual must: Communicate effectively with many levels of management Be comfortable working with investors and have an interest in understanding the investment process Demonstrate sound judgment and problem-solving skills when faced with uncertainty or shifting priorities Demonstrate a passion for leveraging technology to deliver scalable, long-lasting solutions to complex business challenges Be creative and resourceful in responding to time-sensitive ad hoc requests Have a familiarity with Equity investment tools, reports, data, and processing

Requirements

• 3-5 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 streamline workflows, automate repetitive tasks, and deliver actionable data insights.
• Ability to perform multiple tasks simultaneously and 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

Responsibilities

• Lead projects 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

• We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees