Fidelity Investments · 1 day ago
Senior Analyst, Equity Investment Services
Boston, MA
Full-time
Hybrid
Mid, Senior Level
$85K/yr - $171K/yr
3+ years expFidelity Investments is a financial services company seeking a Senior Analyst for their Equity Investment Services team. The role involves leading projects, developing workflows, and collaborating with various stakeholders to provide data-driven insights that support investment decisions.
Asset ManagementFinanceFinancial ServicesRetirementWealth 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
Communicate effectively with many levels of management
Be comfortable working with investors and have an interest in understanding the investment process
Demonstrate sound judgment and problem-solving skills when faced with uncertainty or shifting priorities
Demonstrate a passion for leveraging technology to deliver scalable, long-lasting solutions to complex business challenges
Be creative and resourceful in responding to time-sensitive ad hoc requests
Have a familiarity with Equity investment tools, reports, data, and processing
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
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
2026-01-07
Company data provided by crunchbase