Senior Research Services Analyst jobs in United States
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Fidelity Investments · 14 hours ago

Senior Research Services Analyst

Fidelity Investments is a company that focuses on making financial expertise accessible and effective. They are seeking a Senior Research Services Analyst to support investment professionals by managing external research vendor relationships and ensuring effective governance of research spend.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Acting as liaison between Investment Professionals and external vendors, leading approvals for research costs and delivering ad hoc spend and/or eligibility data to analysts and management
Supporting investment professional requests for existing research service providers and assisting in appropriate due diligence process with legal and compliance
Partnering with Investment Services colleagues to kick off contract renewal processes for existing research vendors
Running the quarterly research vote cycle including quality checks on data and reporting vote results
Collaborating with IIS Commission Uses, Vendor Administration, Vendor Relations and Market Data teams on eligibility changes and updates, and workflow integrations

Qualification

Client service experienceData analysisFinancial services experienceExcel proficiencyMasters of Library & Information ScienceCommunication skillsAttention to detailInterpersonal skills

Required

Bachelors degree
Customer service or client facing experience
Attention to detail, ability to analyze and synthesize a wide range of data into valuable insights utilizing excel and/or other technology
Strong written and verbal communication skills, strong interpersonal skills

Preferred

Financial services experience
Masters of Library & Information Science, not required but useful

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

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Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.

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 Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

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Abigail Johnson
Chairman & CEO
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Jeanmarie Ward
Senior Vice President of Architecture
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Company data provided by crunchbase