Analyst, Equity Investment Services

Job Description:

NOTE: Fidelity will not be providing immigration sponsorship for this role.

The Role

As an Analyst on the Equity Investment and Analytic Services (EQIS) at Fidelity Investments, you will play a critical role partnering with our EQIS team and cross functional partners to help to develop data analytics for Equity Research subject areas including analyst coverage, impact metrics, portfolio analytics, as well as support on-going operational processes. This includes using digital and programming skills (Python/ SQL) to run analytics, generate reports, and respond to specific requests from senior management and investment professionals. This is an outstanding opportunity to apply your analytical, project management, and interpersonal skills to deliver data-driven insights to support investment decisions. Your responsibilities include:

• 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

• Build analytics 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

Values

The following values are fundamental to the way in which our company operates:

• Accountability
• Enthusiasm
• Integrity
• Teamwork
• Respect

The Expertise and Skills You Bring

• 2-4 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 deliver actionable data insights, streamline workflows, automate tasks.
• Knowledge of SDLC/GitHub is a plus
• Experience with business intelligence and visualization tools such as Tableau is a plus
• Experience working with Linux, Shell Scripts is a plus.
• Ability to perform multiple tasks simultaneously and be 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

The Team

The role is part of the Asset Management (AM) Compliance, Risk and Business Operations (CRBO) team, which is comprised of: AM Compliance, AM Risk, Business Operations and Strategy, Counterparty Research and Analytics, Investment Services and Investment Risk Management. The teams work together to support AM’s strategic goals while being the best partner to the business to protect our clients via proactive compliance monitoring, risk oversight and strategic business planning. While part of CRBO, the role is aligned with the priorities of the Equity organization.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

The base salary range for this position is $80,000-$153,000 per year.  

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

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.  Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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