Job Description:

Investment Data Analyst

The Role

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.

Primary Responsibilities:

• 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.

The Expertise and Skills You Bring

• We are seeking a highly motivated, proactive professional with excellent data and interpersonal skills who are eager to learn about asset management!
• 1-3 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)!
• Good data querying skills using SQL, TOAD, Tableau, Excel, or any other applications.
• Introductory 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.
• Prior Experience with Reporting and Visualization Tools like Tableau, Spotfire, Alteryx or other BI, Data Prep, Blending etc.
• Basic understanding of AI/ML concepts, R, Python or Scala is preferred.
• Exposure to Private Equity, Private Debt and Private Real Assets data, vendors and investment processes. Any experience with vendors like Preqin, Blue Vault, Pitchbook, Burgiss, Cliffwater etc. is a big plus.
• 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.
• Interest in CFA / CAIA / Financial Certification is good to have but not required.

The Team

SAI Data Strategy team is responsible for building a center of data excellence within SAI to establish and implement best practices around Data Management, Quality, Distribution and Innovation.   Key functions of the team include data sourcing, ensuring good investment data quality and enabling effective data distribution & reporting within SAI and to its external partners. The team also leads business & data analysis, project management, data support for new product launches, regulatory & compliance data need fulfillment, marketing & communications material creation and advisor engagement like PI. Quant services represent a new function that is being introduced to the Data Strategy team which will help to expand the teams reach and expertise in areas previously not covered.

Certifications:

Category:

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.