Equity Investment Data Analyst | AI & Analytics

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 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