Job Description:
Working Hours: Weekdays 09:00 AM to 05:30 PM. Includes both IRL and US holidays; time in lieu is allocated.
Investment Data Operations Analyst will perform critical functions to support daily operations, including detailed data analysis, identifying and resolving data issues, and answering helpdesk queries. Quality, accuracy, and timeliness are essential to the success of our function.
The Expertise We are Looking For
Highly motivated and responsive teammates who can multi-task and have a knack for analytics. Our work is highly collaborative and involves close coordination and excellent communication with clients, data vendors, and key business and technology partners across Fidelity.
* Bachelor's degree or higher in Business, Finance, Investment Banking, or related field.
* 2-3 years of experience in Mutual Fund Operations or a similar operations role within the financial services industry.
* Experience with various investment vehicle data, including securities, mutual funds, managed accounts, blends, indices, and composites, across characteristics and reference data.
* Experience with SQL; familiarity with R Studio and Python is a plus.
* Proficient in MS Office tools and their practical application.
The Skills You Bring
* Comfortable working independently without close supervision.
* Ability to combine analytical thinking with confidence to make recommendations.
* Excellent written and verbal communication skills, along with strong interpersonal and relationship management abilities.
* Creative thinking and a drive for continuous improvement.
* Adaptability to dynamic work environments and influence on business outcomes.
* Strong project management, analytical, and problem-solving skills.
* Detail-oriented with excellent organizational skills; capable of managing multiple priorities.
* Effective collaboration with vendor and business partners.
* Ability to utilize industry research tools and interpret data results.
* Proficiency in SQL, R, Python, and MS Office tools for data analysis and research.
The Value You Deliver
* Timely processing of operational tasks and helpdesk requests.
* Identifying data issues, performing root cause analysis, and resolving them to improve data quality.
* Supporting documentation and transition of new work areas, maintaining procedural documents.
* Proposing process improvements for efficiency, accuracy, and timeliness.
* Supporting and coaching colleagues, and addressing training needs.
* Monitoring helpdesk queues and escalating issues as needed.
* Participating in data management projects to enhance data quality.
* Assisting in testing and validation of process improvements.
How Your Work Impacts the Organization
We support millions of investors, businesses, advisors, and institutions by providing innovative technology solutions. Our team ensures data integrity and availability to facilitate investment and research processes, ultimately helping clients manage their assets effectively.
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