Principal Data Analyst - Security Reference Team at Fidelity Investments

Merrimack, New Hampshire, United States

Apply Now

Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

Bachelor's degree in Business/Finance or related field required
Financial Services Industry experience working with reference data preferred
Knowledge in various loan instruments including Term Loans, Revolvers, and Real Estate Loans
Knowledge of Equity securities (Common Stocks, Preferred Stocks) that are used in the Direct Lending space
Experience with both private loans and syndicated loans preferred
Experienced in managing projects and/or small teams of people in an agile environment
Ability to multi-task, work under pressure, and meet tight deadlines
Teammate who takes initiative and thinks across Fidelity
Hands-on work style with can-do attitude and strong desire to make things happen
Preferred reporting tools experience such as SQL, Bloomberg and CusipWeb a plus
Strong leader and mentor that builds productive and collaborative relationships with team members
Highly motivated, flexible, quality focused team player with excellent organizational skills
Ability to work at different levels of detail and concisely summarize complex issues
Solid organizational and project management skills to navigate high volume setting with tight deadlines
Demonstrated ability to work independently and collaboratively with all levels of staff, management and other business partners
Strong learning agility to quickly understand and connect key concepts and dependencies

Responsibilities

Work with business partners to resolve complex data inquiries while providing high level of customer service
Support Security Reference and Corporate Hierarchy Data operations in Merrimack NH, ensuring accuracy, timeliness, and compliance with governance standards
Provide hands-on support to trading desks, enabling efficient and accurate investment decision-making
Formulates both tactical and strategic plans to increase productivity and to reduce risk
Liaise with customer, business partners, and systems to translate business requirements into data requirements, evaluating and recommending data solutions
Make recommendations for global operational enhancements
Participate in new product forums and work with GDS management consultancy team to stay abreast of industry news and developments
Review database queries to analyze and validate data for problem resolution for ad-hoc customer questions or issues
Participate and/or lead Operations Support projects and initiatives involving multiple business partners, provide subject matter expertise

Skills

Key technologies and capabilities for this role

Master Data ManagementSecurity Reference DataTerm LoansRevolversReal Estate LoansCommon StocksPreferred StocksDirect LendingSyndicated LoansPrivate LoansFinancial Data ManagementProject Management

Questions & Answers

Common questions about this position

What qualifications and expertise are required for the Principal Data Analyst role?

A Bachelor's degree in Business/Finance or related field is required, along with financial services experience working with reference data preferred, knowledge of loan instruments like Term Loans, Revolvers, and Real Estate Loans, and equity securities in the Direct Lending space. Experience managing projects or small teams in an agile environment, plus skills in SQL, Bloomberg, and CusipWeb are a plus.

Is this Principal Data Analyst position remote or office-based?

This information is not specified in the job description.

What is the compensation or salary for this role?

This information is not specified in the job description.

What is the team culture like for the Security Reference team?

The team is highly collaborative, involving close coordination and superb communication with clients, global team members, and business partners, with a hands-on work style, can-do attitude, and emphasis on building productive relationships.

What makes a strong candidate for this Principal Data Analyst position?

Strong candidates are team players who take initiative, demonstrate leadership and mentoring skills, excel in multi-tasking under pressure with tight deadlines, have solid organizational and project management abilities, and show strong learning agility to handle complex data issues collaboratively.

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.

Land your dream remote job 3x faster with AI

Try Jobo Free