Fidelity TalentSource LLC | Data Analyst MA at Fidelity TalentSource LLC

BI Data Analyst

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments.

We are currently sourcing for a Data Analyst to work in Boston, MA!

Description

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.

Education and Experience:

• 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.

Skills and Knowledge:

• 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.

Dynamic Working

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 all business days of every other week in a Fidelity office.

Please see the below pay rate range for the work location of Boston only: $45.00-75.00 per hour.

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

Company Overview

Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s diverse and inclusive workplace while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. For information about working at Fidelity TalentSource, visit 

FTSJobs.com.

Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at HR@ ftsjobs.com if you would like to request an accommodation.

Company Overview

 
Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at

FTSJobs.com.
We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at HR@ ftsjobs.com.

Information about Fidelity Investments

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. For information about working at Fidelity, visit

FidelityCareers.com.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.