Fidelity Investments · 2 months ago
Investment Data Analyst
Boston, MA
Full-time
Hybrid
New Grad, Entry Level
$97K/yr - $185K/yr
0+ years expFidelity Investments is a leading financial services company, and they are seeking an Investment Data Analyst to provide scalable and quality data for SAI led products and functions. The role involves driving data analysis strategy and collaborating with business and technology partners on various projects.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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
Qualification
Required
Education - Bachelor's Degree required (completed or in progress)!
Experience - 0-3 years of experience in data & programming, preferably in the context of investment management or technology industries!
Skills and Knowledge- Exposure to data querying skills using SQL, TOAD, Tableau, Excel, or any other applications
Exposure to programming in R, Python or Java & basic understanding of AI/ML concepts
Basic knowledge of asset allocation investment products, Performance, Attribution, and Risk, along with exposure to Market Data applications like Bloomberg, Morningstar, Factset etc
Exposure to Private Equity, Private Debt and Private Real Assets data, vendors and investment processes
Introductory experience with system development projects
Preferred
Certifications – CFA / CAIA / Financial Certification is good to have but not required
Any experience with vendors like Preqin, Blue Vault, Pitchbook, Burgiss, Cliffwater etc. is a big plus
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-03
Crunchbase News
2026-01-02
2025-12-30
Company data provided by crunchbase