Manager, Data Analytics and Insights

Business Analysis & Project Management

Manager, Data Analytics and Insights Published: Jul 15 ID: 2132379 Fidelity is transitioning to a full-time onsite working model in phases by region and role. See job description for more information.

Onsite

Location

• Boston, MA Team
• Business Analysis & Project Management Experience Level Manager Job Description: Position Description :

Note: Fidelity will not provide immigration sponsorship for this position.

Improves the quality and time-to-market of research initiatives for equities, fixed income, and alternative

investments, using quantitative techniques and methods -- advanced econometrics and statistics (probabilities, linear regressions, and time series data analysis). Develops analytical solutions that improve the investment process using Python, R, and SQL. Organizes and analyzes data, using SQL and Python. Performs data analysis and research via SQL and R. Identifies data issues, performs root cause analysis, and implements resolutions to improve data quality.

Primary Responsibilities:

• Applies advanced analytics and quantitative concepts to support investment research.
• Analyzes financial data to perform portfolio construction and alpha generation research.
• Supports daily operations and detailed data analysis.
• Identifies and resolves data issues, and answers helpdesk queries.
• Works with vendors and business partners across the organization.
• Interprets and acts on data results.
• Brainstorms with the team on solutions to address challenges and roadblocks.
• Processes daily operational tasks and helpdesk requests from consumers.
• Assists in documentation and transition of new areas of work, while maintaining and updating procedural documents.
• Proposes process enhancements.
• Monitors the helpdesk queue and assists in logging incidents.
• Raises issues to management as appropriate for resolution.
• Participates in data management projects and initiatives that aim to improve data quality.
• Assists in defining and executing test plans and supporting user acceptance testing for process enhancements.
• Interprets results of financial analysis procedures.
• Defines or recommends model specifications, or data collection methods.
• Collaborates in the development or testing of new analytical software to ensure compliance with user requirements, specifications, or scope. Education and Experience :

Bachelor’s degree in Finance, Computer Science, Engineering, Information Technology, Information Systems, or a closely related field (or foreign education equivalent) and three (3) years of experience as a Manager, Data Analytics and Insights (or closely related occupation) performing managed account data operations within a financial services environment.

Or, alternatively, Master’s degree in Finance, Computer Science, Engineering, Information Technology, Information Systems, or a closely related field (or foreign education equivalent) and one (1) year of experience as a Manager, Data Analytics and Insights (or closely related occupation) performing managed account data operations within a financial services environment.

Skills and Knowledge :

Candidate must also possess:

• Demonstrated Expertise (“DE”) maintaining accounts and supporting financial instrument data management operations within the financial services industry, using advanced VBA, SQL, and Python; and processing tasks and exceptions through advance software to process time-sensitive workflows and resolve rule-based outlier exceptions across financial instruments -- 40 Act mutual funds, customized funds, private equity, exchange-traded funds, broader market indices, customized indices, models, composites and common stocks-- in both U.S. and international markets.
• DE working with performance and attribution engine systems and return calculation methodologies; analyzing model and composite return data for senior management reporting; executing fund setup and integrating holdings data for 40 Act and customized funds into FactSet, Style Research, and Bloomberg; and sourcing and analyzing financial instruments returns using Morningstar and Bloomberg applications.
• DE designing robust data analysis templates for data quality validation and conducting advanced analyses, using VBA, SQL and Python to support investments management processes; building quantitative tools to deliver actionable insights on the performance of models, composites, and managed accounts; and identifying key drivers of anomalies by generating data-driven insights using SQL and Python.
• DE identifying anomalies in enterprise financial data, ensuring the integrity and quality required for comprehensive analysis, using advanced rule-based techniques; developing robust SQL queries to support comprehensive data analytics; and transforming and analyzing complex datasets to empower stakeholders to make informed data-driven investment decisions, using advanced VBA, SQL and Python. Salary: $120,000.00 to $141,000.00/year.

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Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications: Category: Business Analytics and Insights Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Apply All fields are required. Candidates should limit the number of roles they apply to at any given time.

Benefits that balance life and work From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.

Benefits Company overview Company overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.

Reasonable accommodations

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to [email protected] , or by calling 800-835-5099, prompt 2, option 3.

Equal opportunity employer

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Applicant screening

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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