Fidelity Investments · 19 hours ago
Senior Investment Data Analyst
Westlake, TX
Full-time
Hybrid
Mid, Senior Level
2+ years expFidelity Investments is a leading financial services company, and they are seeking a Senior Investment Data Analyst to support daily operations with a focus on ESG data. The role involves onboarding new datasets, performing detailed data analysis, and ensuring quality and accuracy in data management.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
Perform critical functions to support daily operations, with an emphasis on ESG (Environmental, Social, Governance)
Onboarding new datasets relating to client requests
Perform detailed data analysis
Identify data issues and work with the appropriate teams towards a resolution
Qualification
Required
Bachelor's degree in Business/Finance/Data Analytics or related field
2-4 years' experience working in an Operations, Business Analysis, Data Analysis or Systems analysis role
Financial Services Industry experience working with reference data
Able to interact with vendors, clients, and end users of the data
Exhibited skills in problem identification and resolution
Strong analysis skills resulting in the ability to accurately respond to customer inquiries accurately
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
Preferred
Experience working with Bloomberg, Thomson Reuters, IDC, and industry ratings vendors
Experience working with analysis/reporting tools such as SQL, R, and OBIEE
Familiarity with ESG Principles
Data analytics, data mining, reporting, operations research, and data manipulation experience
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
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