Investment Data Analyst

Company	Fidelity Investments
Location	Boston, MA, USA, Greenwood Village, CO, USA
Salary	$71000 – $112000
Type	Full-Time
Degrees	Bachelor’s
Experience Level	Junior, Mid Level

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
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
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

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

Introductory Fidelity experience; 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
Interest in CFA / CAIA / Financial Certification is good to have but not required