Analyst, Business Operations and Strategy

Fidelity Investments • Westlake, Texas, United States • $60k - $115k / year • 1w ago

Job Description:

Analyst, Business Operations and Strategy

The Role

As an Analyst on the team, you will be responsible for contributing to key projects within our Data Governance function. Our team works in close collaboration across AM Technology, our 14 AM Business Areas (Equity, Fixed Income, Digital Asset Management, AM Compliance, etc.) and our partners in Fidelity Fund & Investment Operations (FFIO). We ensure that we have clear command over our data; where it is sourced from, what data is Protected and how, who should have access, and the path the data takes through our organization. This role is an excellent opportunity to work across diverse teams and to understand the needs of fourteen stakeholders such as Equity, Fixed Income, and Quantitative Research & Insights.

Primary responsibilities for our Governance function include:

Contribute to content enrichment across six AM-Owned subject areas in our shared data catalogue – Research, Crypto, Trades etc.
Navigate new data access requests to ensure that data access is appropriate for our various stakeholders and that sensitive data is protected.
Help build out our revised Data Privacy Program – to ensure that we have the processes and capabilities in place to protect Personally Identifiable Information (PII).
Create guides detailing our key tables across asset management as well as a SQL Repository to empower end users to self-provision research.
Participate in maturity assessments across the data management lifecycle, identifying areas for improvement and closing any gaps.
Be a thought leader across Asset Management business areas in how to leverage governance tools to help give consistent structure to new initiatives and empower downstream data users to self-provision research.

The Expertise and Skills You Bring

Bachelor’s degree with 1-2 years of experience supporting the asset management industry.
Experience working with investment data related to fund accounting (ex. Portfolio Reference, Security Master, Tax Lots, Transactions, Trial Balance, etc.). Preferred – not required.
Knowledge of data governance, data quality, and data management standard processes, or a passion to learn.
Exceptional analytical, conceptual, and problem-solving abilities.
Strong communication and presentation skills, with the ability to effectively communicate complex data insights to both technical and non-technical stakeholders.
Independent and strategic problem solver; accountable for and skilled in exercising sound judgment.
Validated attention to detail as well as effective time management abilities
Passion for continuous learning – Keeps abreast of the challenges facing the industry and the approaches to address them.

Note: Fidelity is not providing immigration sponsorship for this position.

The Team

The Asset Management Data team was formed as a centralized team within Asset Management (AM) to drive a Data First mindset, given the increasing importance of building data strategy into initiatives across all aspects of the organization. The team embraces a spirit of entrepreneurship, collaboration, and innovation as we work together to navigate the data challenges of emerging businesses (Alternative Investing, Digital Assets) as well as the modernization of traditional investment and data distribution platforms (Invest One, Geneva, Oracle, Snowflake) and methodologies.

AM Data provides strategic thought leadership, data fluency education, data governance oversight, data quality expertise, data request prioritization and a variety of other utilities to AM. We aim to help simplify engagement, accelerate delivery, integrate business perspective, and improve the quality of all things data. Working closely with leaders across Asset Management and other key Fidelity business groups, we drive a One-AM approach to data investment and priorities for the AM business.

The base salary range for this position is $60,000-115,000 USD 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.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.