Analyst, Equity Investment Services

Fidelity; United States; On-site; USD 80,000 - 153,000; Full time

Job summary

Fidelity Investments seeks an Analyst for the Equity Investment Services team to partner with leadership and cross-functional partners to develop analytics and insights for management decision-making. Proficiency in Python and SQL, plus AI tools, will drive scalable analytics and automated reporting across Equity.

This role emphasizes data-driven decision support, collaboration with multiple teams, and the delivery of trusted analytics to senior management within a fast-moving portfolio

Qualifications

• Bachelor's degree required.
• 2-4 years' experience in or with investment operations in financial services.
• Demonstrated experience utilizing Python and SQL to deliver actionable data insights, streamline workflows, and automate tasks.
• Experience using AI productivity tools (e.g., Microsoft Copilot, ChatGPT, Gemini) to improve workflow efficiency and research.
• Strong analytical and communication skills, with the ability to synthesize data into concise, decision-ready insights.
• Highly organized, meticulous, detail oriented and able to work independently.
• Experience with Linux, Shell Scripts, GitHub is a plus.

Responsibilities

• Build analytics and insights in support of Equity's strategic initiatives and business priorities.
• Develop and implement reporting and analytics workflows, including AI-enabled solutions, to scale across the Equity platform.
• Deliver periodic and ad-hoc analytics and insights for data-driven decision-making.
• Support adoption of trusted data and analytics, including self-service capabilities alongside standard reports.
• Partner with Equity, QRI, Investment Services, Technology and other teams to define requirements and deliver on Equity initiatives.

Skills

Python

SQL

AI tools

Linux

Shell scripting

GitHub

Equity markets

Data analysis

Communication

Education

Bachelor's Degree

Tools

GitHub

Linux

Shell scripts

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description

NOTE: Fidelity will not be providing immigration sponsorship for this role.

The Role

We are seeking an Analyst on the Equity Investment Services (EQIS) team at Fidelity Investments, who will play a critical role partnering with the Equity Leadership Team, EQIS colleagues, and cross-functional partners to develop analytics and insights that support management decision-making across the Equity organization. You will use digital and programming skills, including Python and SQL, to conduct analyses, generate reports, develop scalable solutions, and respond to requests from senior management. This is an outstanding opportunity to apply your analytical, project management, and interpersonal skills to deliver data-driven insights that strengthen management decision-making across the Equity organization. The individual must:

• Demonstrate knowledge of Equity markets, investment management, securities, data, and workflows
• Demonstrate a passion for leveraging technology to deliver scalable, long-lasting solutions to complex business challenges
• Demonstrate sound judgment and problem-solving skills when faced with uncertainty or shifting priorities
• Communicate effectively with all levels of management, providing trusted information and insights that support leadership decision-making
• Be creative and resourceful in responding to leadership priorities and evolving business needs

Responsibilities include

• Build analytics and insights in support of Equity's strategic initiatives and business priorities
• Develop and implement reporting and analytics workflows, including AI-enabled solutions, to support and scale across the Equity platform
• Develop and deliver periodic and ad-hoc analytics and insights that enable management's data-driven decision-making
• Support management adoption of trusted data and analytics, including self-service capabilities alongside standard reports
• Partner with Equity, QRI, Investment Services, Technology, and other business teams to define requirements and deliver on Equity initiatives

Values

• Accountability
• Enthusiasm
• Integrity
• Teamwork
• Respect

The Expertise and Skills You Bring

• Bachelor's Degree required
• 2-4 years' work experience in or working with investment operations in financial services industry
• Demonstrated experience utilizing Python and SQL to deliver actionable data insights, streamline workflows, and automate tasks
• Experience using AI productivity tools (e.g., Microsoft Copilot, ChatGPT, Gemini) to improve workflow efficiency, automate routine tasks, and enhance research, analysis, and content creation
• Strong analytical and communication skills, with the ability to synthesize data into concise, decision-ready insights
• Highly organized, meticulous, detail oriented and can work independently
• Excellent judgment, issue management, and problem-solving skills
• Experience working with Linux, Shell Scripts, GitHub is a plus
• Self-motivated, comfortable taking the initiative, and meet deadlines independently
• Positive attitude and "can do" work ethic

The Team

The role is part of the Asset Management Compliance, Risk and Business Operations (CRBO) team, which is comprised of: AM Compliance, AM Risk, Business Operations and Strategy, Counterparty Research & Analytics, Investment Services and Investment Risk Management. The teams work together to support AM's strategic goals while being the best partner to the business to protect our clients via proactive compliance monitoring, risk oversight and strategic business planning. While part of CRBO, the role is aligned with the priorities of the Equity organization.

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want- from the 23 million people investing their life savings, to the 20,000 businesses managing their employee benefits programs, to the 10,000 advisors and institutions needing innovative technology solutions to invest their clients' money. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice. For more information about Fidelity Investments, visit www.fidelity.com .

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.

The base salary range for this position is $80,000-$153,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only