Fidelity Bank · 3 days ago
Senior Analyst, Equity Investment Services
Smithfield, RI
Full-time
Hybrid
Mid, Senior Level
$85K/yr - $171K/yr
3+ years expFidelity Bank is a leading financial services organization, and they are seeking a Senior Analyst, Equity Investment Services to support their Equity Portfolio Management team. The role involves leading projects, developing workflows, and delivering data-driven insights to enhance investment decisions while collaborating with various stakeholders.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
No H1B
Responsibilities
Lead projects in support of Equity’s strategic initiatives and business operations
Develop and implement workflows to support and scale the Equity business
Liaise and manage relationships with multiple internal groups who support Equity as well as external vendors on implementation activities
Partner with the Equity management team to develop and deliver periodic and ad-hoc analytics that enable data-driven decision-making
Coordinate with technology partners and key stakeholders to develop and refine requirements and prioritization needs across Equity
Guide discussions and activities to ensure clear communication and collaboration among Equity business partners
Manage and communicate program status to stakeholders of various initiatives
Identify and articulate program risks and help to resolve issues as they surface
Qualification
Required
3-5 years' work experience in or working with investment operations in financial services industry
Bachelor's Degree
Strong communication and analytical skills
Must be highly organized, meticulous, detail oriented and can work independently
Effective relationship management skills across numerous strategic business partners
Demonstrated experience utilizing Python and SQL to streamline workflows, automate repetitive tasks, and deliver actionable data insights
Ability to perform multiple tasks simultaneously and comfortable in an environment of shifting priorities
Excellent judgment, issue management, and problem-solving skills
Self-motivated, comfortable taking the initiative, and meet deadlines independently
Positive attitude and 'can do' work ethic
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 Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase