Senior Research Services Analyst
About The Position
Are you looking for an exciting opportunity to support Fidelity’s investment process? The function of this job ensures investment professionals have access to valuable external research to drive the investment decision making process. We believe your client service skills will help you forge relationships with management and investment professionals through your proactive support of their external research needs. We know you will improve our processes for handling external research vendors and develop innovative ways for research spend governance! Join a team where flexibility and focus matter; navigate multiple tasks and deliver excellence in a fast past environment. The value you deliver includes: Acting as liaison between Investment Professionals and external vendors, leading approvals for research costs and delivering ad hoc spend and/or eligibility data to analysts and management Supporting investment professional requests for existing research service providers and assisting in appropriate due diligence process with legal and compliance Partnering with Investment Services colleagues to kick off contract renewal processes for existing research vendors Running the quarterly research vote cycle including quality checks on data and reporting vote results Collaborating with IIS Commission Uses, Vendor Administration, Vendor Relations and Market Data teams on eligibility changes and updates, and workflow integrations
Requirements
- Bachelors degree
- Customer service or client facing experience
- Attention to detail, ability to analyze and synthesize a wide range of data into valuable insights utilizing excel and/or other technology
- Strong written and verbal communication skills, strong interpersonal skills
- Financial services experience preferred
- Masters of Library & Information Science, not required but useful
Responsibilities
- Acting as liaison between Investment Professionals and external vendors, leading approvals for research costs and delivering ad hoc spend and/or eligibility data to analysts and management
- Supporting investment professional requests for existing research service providers and assisting in appropriate due diligence process with legal and compliance
- Partnering with Investment Services colleagues to kick off contract renewal processes for existing research vendors
- Running the quarterly research vote cycle including quality checks on data and reporting vote results
- Collaborating with IIS Commission Uses, Vendor Administration, Vendor Relations and Market Data teams on eligibility changes and updates, and workflow integrations
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
