Manager, Data Analytics and Insights

Fidelity; Boston (MA); On-site; USD 120,000 - 141,000; Full time

Benefits offered by this job

On-site health and wellness resources

Job summary

Fidelity in Boston, MA seeks a Manager, Data Analytics and Insights to apply advanced analytics for investment research and data management. The role develops analytical solutions using Python, R, and SQL, improves data quality, and collaborates with vendors and business partners.

As a leader, you will organize and analyze data, perform data analysis via SQL and R, and help resolve data issues while guiding a team through daily operations and projects.

Qualifications

• Experience maintaining accounts and supporting financial instrument data management operations using VBA, SQL, and Python.
• Experience with performance and attribution engine systems and return calculation methodologies.
• Designing robust data analysis templates for data quality validation and conducting advanced analyses using VBA, SQL and Python.

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 data issues, performs root cause analysis, and implements resolutions.
• 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.

Skills

VBA

SQL

Python

Education

Bachelor’s degree in Finance, CS, Engineering, IT, Information Systems

Master’s degree in same fields with 1 year experience

Tools

Excel

Job description

Overview

Manager, Data Analytics and Insights responsible for applying advanced analytics to support investment research and data management in a financial services environment. This role involves developing analytical solutions using Python, R, and SQL; improving data quality; and collaborating with vendors and business partners.

Location

Boston, MA (onsite expectations apply as part of Fidelity's onsite working model).

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 such as econometrics and statistics. 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 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.

Education and Experience:

Bachelor’s degree in Finance, Computer Science, Engineering, Information Technology, Information Systems, or a closely related field and three (3) years of experience as a Manager, Data Analytics and Insights performing managed account data operations within a financial services environment. Alternatively, Master’s degree in the same fields and one (1) year of experience.

Skills and Knowledge:

Candidate must also possess:

• Demonstrated expertise in maintaining accounts and supporting financial instrument data management operations within the financial services industry, using advanced VBA, SQL, and Python; handling time-sensitive tasks and resolving rule-based outlier exceptions across financial instruments in U.S. and international markets.
• Experience with performance and attribution engine systems, return calculation methodologies, and integrated data for funding and holdings into analytics platforms.
• Designing robust data analysis templates for data quality validation and conducting advanced analyses using VBA, SQL and Python to support investments management processes.
• Identifying anomalies in enterprise financial data and transforming and analyzing complex datasets to enable data-driven investment decisions.

Salary: $120,000.00 to $141,000.00/year.

Fidelity’s Onsite Working Model applies as described by the company policy.

Certifications & Category

Certifications: Category: Business Analytics and Insights

Company Information and Compliance

Fidelity’s business is governed by applicable securities and investment regulations. Fidelity is an equal opportunity employer. Reasonable accommodations are available for applicants with disabilities who need adjustments to participate in the application or interview process.

Apply

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

Benefits

Benefits that balance life and work are provided, including leave and on-site health and wellness resources.

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