Associate, Fixed Income Quant Data Operations

Fidelity Investments; Greater London; On-site; GBP 90,000 - 130,000; Full time

Job summary

Fidelity Investments is seeking a Fixed Income Quantitative Research professional to enhance analytics and data management for asset management. You will work with quant researchers, portfolio managers, and leadership to advance analytics for single-security fixed income and multi-factor risk models, while ensuring timely investment intelligence through robust reporting environments.

The role requires strong SQL and Python/R skills, 2+ years in investment data analytics, and a track record of

Qualifications

• Bachelor's degree in finance, math, accounting, engineering, or computer science. Master’s Degree and/or CFA Charter strongly desired.
• 2+ years of experience in an investment data analytics capacity with a focus on Fixed Income.
• Develop deep understanding across all aspects of Fixed Income quant research including model construction, factor definitions, factor calculations, security analytics and translating output statistics into meaningful information used within the portfolio management function.
• Perform business, systems, and data analysis, process design, and acceptance testing across projects that require new research content, investment analytics, and/or produce additional reporting capabilities for investment professionals.
• Oversee daily/weekly/monthly production reporting cycles across the analytic environments. Ensure all input data is available, processes run correctly, and reports are generated properly.

Responsibilities

• Improve analytics and risk platform and quant processes by collaborating across teams.
• Liaise with investment professionals to gather requirements and manage deliverables of technical development teams.
• Develop and test model prototypes with quant analysts and drive implementation with technology partners.
• Monitor quality of security and fund level analytics and reports.

Skills

Data analysis

Quantitative research

Project leadership

Stakeholder communication

Education

Bachelor's degree in finance/math/engineering/computer science

Master’s Degree and/or CFA Charter strongly desired

Tools

SQL

Python

R

Job description

The Role

Fixed Income Quantitative Research Services provides analytic solutions and data management services to teams in quantitative research, portfolio management, and senior leadership roles across Asset Management. This specialized team leads development efforts to expand and enhance the technical infrastructure and reporting capabilities associated with single security fixed income analytics, multi-factor model risk forecasting, big data analytics, and performance attribution. Together with their partners in the technology and research divisions, members of this organization work as an integral part of small project teams to deliver innovative data visualization and analytic tools capable of illustrating current and time series investment themes, portfolio exposures, and factors driving fund performance. In addition to their project work, associates are also responsible for the oversight, maintenance, quality assurance and operational support of analytic and reporting environments to ensure timely and accurate investment intelligence is delivered for direct use within the portfolio management process.

Job Description

Fixed Income Quantitative Research Services provides analytic solutions and data management services to teams in quantitative research, portfolio management, and senior leadership roles across Asset Management. This specialized team leads development efforts to expand and enhance the technical infrastructure and reporting capabilities associated with single security fixed income analytics, multi-factor model risk forecasting, big data analytics, and performance attribution. Together with their partners in the technology and research divisions, members of this organization work as an integral part of small project teams to deliver innovative data visualization and analytic tools capable of illustrating current and time series investment themes, portfolio exposures, and factors driving fund performance. In addition to their project work, associates are also responsible for the oversight, maintenance, quality assurance and operational support of analytic and reporting environments to ensure timely and accurate investment intelligence is delivered for direct use within the portfolio management process.

The Experience And Skills You Bring

• A Bachelor’s degree in finance, math, accounting, engineering, or computer science. Master’s Degree and/or CFA Charter are strongly desired.
• 2 plus years of experience in an investment data analytics capacity with a focus on Fixed Income.
• Develop deep understanding across all aspects of Fixed Income quant research including model construction, factor definitions, factor calculations, security analytics and translating output statistics into meaningful information used within the portfolio management function.
• Perform business, systems, and data analysis, process design, and acceptance testing across projects that require new research content, investment analytics, and/or produce additional reporting capabilities for investment professionals.
• Oversee daily/weekly/monthly production reporting cycles across the analytic environments. Ensure all required input data is available, processes run successfully, statistical output is accurate, and reports are generated properly.
• Respond to ad-hoc data analysis requests in support of projects performed by Quantitative Research Analysts in addition to frequent high priority inquiries from other senior investment professionals.
• Contribute to the continued development and incorporation of non-traditional and/or unstructured data as well as data science applications to enhance the research and investment process.
• Advanced level SQL and ability to traverse a wide array of database schemas across diverse content sets.
• Experience programming in Python or R with the ability to develop customized quantitative tools.
• Highly analytical with the ability to quickly comprehend large data sets in order to develop new processes, perform calculations, identify anomalies, and/or produce new reporting capabilities.
• Familiarity with quantitative analytics, including fund and index performance measurement, predictive risk modeling, alpha research, stock selection models, and performance attribution.
• Hands‑on project leadership skills with the drive to complete projects as a part of small teams within an extremely fast paced environment. Capability to liaise with investment professionals to gather requirements and manage deliverables of technical development teams.
• Working knowledge of fixed income securities, corporate actions, financial statement analysis, street estimates, pricing and performance data.
• Highly proactive, collaborative and self‑motivated with the ability to meet objectives under minimal supervision.
• Strong written and verbal communication; able to communicate effectively with key stakeholders on deliverables
• Demonstrated history as a top performer working in a data analysis role where technical skills were required.
• Successfully led small to medium sized projects in a fast‑paced environment.

The Team

As part of the Fixed Income Quant Services team, you will work on improving the analytics and risk platform as well as quant processes by collaborating across teams and driving the engagement. You will leverage your strong technology and domain skills to understand business requirements, partner with quant analysts in testing model prototypes and work with technology partners in driving the implementation of said models. You will also use your analytical skills to actively monitor the quality of the security and fund level analytics and reports.

Certifications

Category:

Business Analytics and Insights