Director, Dataset Onboarding 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
Asset Management, Financial ServicesIndustries

Requirements

  • Strong background in managing and delivering complex data solutions for quantitative research within asset management
  • Expertise in onboarding and curating both vendor and enterprise datasets, ensuring standards for performance, usability, and research accuracy
  • Experience accelerating dataset onboarding processes while maintaining sustainability and quality
  • Ability to collaborate with technology partners and researchers to design intuitive data consumption patterns
  • Ability to coach teams, improve documentation, and maintain best practices in project management
  • Highly analytical, with ability to navigate complex data challenges and communicate effectively with technical and investment stakeholders
  • Technical proficiency in SQL and Python
  • Deep understanding of quantitative datasets, including traditional financial data (prices, returns, fundamentals, corporate actions) and alternative datasets (sustainability analytics, supply chain, credit card data)
  • Hands-on experience with major financial data vendors (Bloomberg, S&P, FactSet, Refinitiv, Morningstar, MSCI)
  • Strong grasp of point-in-time data modeling, historical reconciliation, and data governance practices
  • Track record of delivering large-scale data projects on time and at quality, with transparency and collaboration
  • 7+ years of experience in asset management or hedge funds, focused on data analysis, delivery, and transformation across asset classes
  • Proven ability to lead engineering teams and coach others while contributing individually
  • Exposure to a wide array of financial and alternative datasets with deep knowledge of consumption patterns
  • CFA charter holder or progress toward CFA designation (strong plus)

Responsibilities

  • Lead the dataset onboarding efforts for the Quantitative Research Platform (QRP) team within Fidelity’s Quantitative Research & Investments (QRI) division
  • Collaborate with technology partners to integrate financial and alternative datasets into QRP, ensuring they meet rigorous standards for quantitative research
  • Work closely with researchers to design data consumption patterns
  • Partner with Data Operations to maintain data quality

Skills

Key technologies and capabilities for this role

SQLPythonQuantitative ResearchData OnboardingData CurationFinancial DatasetsAlternative DatasetsPoint-in-Time Data ModelingHistorical ReconciliationData GovernanceBloombergS&PFactSetRefinitivMorningstarMSCI

Questions & Answers

Common questions about this position

What technical skills are required for the Director, Dataset Onboarding role?

The role requires technical proficiency in SQL and Python, along with hands-on experience with major financial data vendors like Bloomberg, S&P, FactSet, Refinitiv, Morningstar, and MSCI, and a strong grasp of point-in-time data modeling, historical reconciliation, and data governance.

What experience level is needed for this position?

Candidates need 7+ years of experience in asset management or hedge funds, focused on data analysis, delivery, and transformation across asset classes.

Is remote work available for this role?

This information is not specified in the job description.

What is the salary or compensation for this position?

This information is not specified in the job description.

What makes a strong candidate for this Director role?

A strong candidate has a background in managing complex data solutions for quantitative research in asset management, experience leading engineering teams, deep knowledge of financial and alternative datasets, technical skills in SQL and Python, and CFA charter holder status or progress toward it is a plus.

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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