Fidelity Investments · 15 hours ago
Senior Investment Data Analyst
Roanoke, TX
Full-time
Hybrid
Senior Level
5+ years expFidelity Investments is a global investment management organization, and they are seeking a Senior Investment Data Analyst to support daily operations related to Private Market reference data. The role involves data analysis, issue resolution, and collaboration with various stakeholders to ensure data quality and timely delivery.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Perform critical functions to support daily operations in support of Private Market reference data
Including investment entity set-up for the respective trading desks, perform detailed data analysis, identify and resolve data issues and manage a repository of private market documents
Quality, accuracy, and timeliness are critical to the success of this function
Respond to business questions on the timeliness and quality of the data received and managed
Perform database queries to analyze and validate data
Troubleshoot production related issues and engage with our Technology and Business partners to resolve when needed
Participate in Operations projects/initiatives involving multiple business partners and provide subject matter expertise
Liaise with customer, business partners, and systems to translate business requirements into data requirements, evaluating and recommending data solutions
Mentors and guides junior associates on analysis and operational activities
Participates in new product forums and works to stay apprised of industry news and market trends
Qualification
Required
Bachelor's degree in Business/Finance or related field
5-7 years' experience working in an Operations, Business Analysis, and/or Data Analyst role
Strong understanding of operational metrics and analytics in relation to the business
Able to interact with vendors, clients and end users of the data
Exhibited skills in problem identification and resolution
Proven ability to multi-task, prioritize and meet deadlines
Solid oral and written communication and interpersonal skills
Good organizational and project management skills to navigate through high volume setting with tight deadlines
Demonstrated ability to work independently and collaboratively with all levels of staff, management and other business partners
Strong analytical skills to categorize information logically and define metadata
Perform detailed data analysis to support data management operations
Respond to business questions on the timeliness and quality of the data received and managed
Perform database queries to analyze and validate data
Troubleshoot production related issues and engage with our Technology and Business partners to resolve when needed
Participate in Operations projects/initiatives involving multiple business partners and provide subject matter expertise
Liaise with customer, business partners, and systems to translate business requirements into data requirements, evaluating and recommending data solutions
Mentors and guides junior associates on analysis and operational activities
Participates in new product forums and works to stay apprised of industry news and market trends
Preferred
Financial Services Industry experience working with Private Market reference data
Experience working with Bloomberg, Thomson Reuters, IDC, and industry ratings vendors
Project Management experience such as Agile or Six Sigma concepts
Experience with content management systems (i.e. Sharepoint, DocuShare, Nuxeo, etc)
Familiar with alternative investments, including private equity, real estate, private credit, hedge funds and other non-traditional investments
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
Crunchbase News
2026-01-09
2026-01-08
Company data provided by crunchbase