Director, Data Science - GenAI at Fidelity Investments

Boston, Massachusetts, United States

Fidelity Investments Logo
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Finance, TechnologyIndustries

Requirements

  • PhD or Master's in AI/ML, Computer Science, or Finance (with a background in Machine Learning), plus 5+ years of industrial experience
  • Deep understanding of GenAI, particularly how innovative LLMs can be induced to use explicitly supplied structured and unstructured information, their implicit world knowledge, and slow-thinking abilities to solve domain-specific problems (e.g., extraction, evaluation, comparison, or argument structure in investing domains)
  • Grasp of logic- and ML-based AI techniques for knowledge extraction, representation, and reasoning
  • Expertise in combining symbolic, logic-based representations (e.g., knowledge graphs, ontologies) with informal, text-based domain content to solve business problems
  • Understanding of how to deliver into production GenAI applications that reliably process information in open-ended settings (e.g., using LLMs from OpenAI, Google, Anthropic)
  • Track record of managing the "exploration vs exploitation" tradeoff to deliver innovative solutions for first-of-a-kind problems
  • Deep expertise in Python and data-centric AI (ML) techniques, particularly as applied to text, tables, and documents
  • Excellent knowledge of standard tools for machine learning engineers
  • Seasoned scientist with experience in applied technical groups conceiving, building, and delivering first-of-a-kind knowledge-based applications
  • Excellent collaboration skills and ability to work in a team to solve deep applied problems, especially in a professional domain like finance

Responsibilities

  • Lead the development of a Large Language Model (LLM)-first knowledge stack for investment professionals in equities, fixed income, high income, and direct lending at Fidelity Asset Management
  • Process documents of interest to analysts, such as analyst reports, earnings notes, spreadsheet models, prospectuses, loan indentures, news reports, and regulatory filings
  • Support deployment of personalized assistants for principals' information consumption, processing, and production tasks
  • Enable assistants to perform tasks including summarizing documents (from different points of view), answering questions about passages, extracting terms, comparing extracted information across time/deals, consolidating/restating agreements (with amendments), identifying trends, monitoring relevant world changes, generating plausible scenarios, analyzing/decomposing into factors, and generating reports
  • Ensure assistants are personalized, deliver high-quality results, and improve over time with increased interaction with principals and the world

Skills

GenAI
LLMs
Python
Machine Learning
Knowledge Graphs
Ontologies
Data-centric AI
Text Processing
Knowledge Extraction
Reasoning
OpenAI
Google AI
Anthropic

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters
1946Year Founded
$120,238.8MTotal Funding
DEBT_FINANCINGCompany Stage
Fintech, Financial ServicesIndustries
10,001+Employees

Benefits

Health Insurance
Mental Health Support
Hybrid Work Options
401(k) Retirement Plan
401(k) Company Match
Unlimited Paid Time Off
Parental Leave
Student Loan Assistance
Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.
Increased competition from Vanguard's new division could draw clients away from Fidelity.
Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.
Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.
Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.
Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.
Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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