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Senior Investment Data Analyst - 2062053

Company: Fidelity Investments
Location: Westlake, TX
Posted on: September 14, 2022

Job Description:

Sources, analyzes, integrates, and manages the distribution of security, index, and portfolio data. Responsible for the integration and quality management of security reference data. Leads critical data management and process improvement initiatives, including data certification efforts, consolidation of index reports, automation of security reference processes, and transfer on security reference data to global associates. Provides instructions and guidance to business partners and data users on Data Management Operations (DMO) policies and procedures. Provides technical training on security reference data. Provides technical expertise for new product development initiatives, including performing analysis to determine impact of initiatives on business functions and resources.

Primary Responsibilities:

Streamlines business processes by collaborating with leadership to review and identify efficiencies and process improvement opportunities.

Ensures the integration, management, and distribution of security referenced data.

Actively interacts with internal and external data users to resolve issues affecting data and how its distributed.

Empowers team members to develop deep, ongoing and trusting relationships with current business partners and potential customers.

Analyzes business needs and anticipates changes to the business environment.

Minimizes future issues by establishing data governance procedures.

Recommends solutions and best practices for data issues.

Identifies and filters information from diverse and conflicting sources to draw optimal conclusions.

Provides instructions and advice to associates on complex issues and critical engagement matters.

Designs and formulates the foundation and structure of training program for new hires.

Education and Experience:

Bachelors degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Financial Services, or a closely related field and three (3) years of experience in the job offered or three (3) years of experience performing data feed, population, and management processes within a master database containing analytic, performance, and evaluative financial investment data.

Or, alternatively, Masters degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Financial Services, or a closely related field and one (1) year of experience in the job offered or one (1) year of experience performing data feed, population, and management processes within a master database containing analytic, performance, and evaluative financial investment data.

Skills and Knowledge:

Candidate must also possess:

Demonstrated Expertise (DE) analyzing core financial investment vehicles -- Common Stock, American Depository Receipts, Municipal, and Corporate bonds -- to support the ongoing set up and maintenance of investment data within Mutual Fund, Equity, Derivative, and Fixed Income investment markets; and performing data acquisition and maintenance of critical investment reference data -- securities, issuers, corporate structures (hierarchies), sub portfolios, industry sector/classification, broker, and data structure attributes -- to support the complete investment life cycle using master database management user interface applications.

DE analyzing and creating metadata requirements documents using Informatica; providing product enhancements for complex data challenges by gathering business requirements, and reviewing internal and 3rd party data offerings, flow diagrams, and project timelines; and coordinating and completing User Acceptance Testing (UAT) and Integrated Testing Facility (ITF) to validate product enhancements, identify defects within testing results, provide root cause analysis, and identify potential solutions.

DE managing investment reference data, and data structures and relationships; performing data analysis -- developing, implementing, and monitoring data quality processes to mitigate data absences and discrepancies for product users, using SQL/SQL Developer or R Studio; identifying automation opportunities -- employing statistical and quantitative analysis, and explanatory and predictive modeling techniques -- to reduce risk and unlock operational capacity, using SQL/SQL Developer and R Studio; and leading scale and efficiency initiatives using Agile methodologies.

DE researching, analyzing, and validating investment reference data offerings and applications of leading 3rd party providers -- Bloomberg, Refinitiv, S&P, and ICE; coaching and mentoring a data management team -- providing career development guidance including, issue resolution, client engagement, and policies and procedures across a global staff; delegating and managing a teams workload and adjusting to new or changing assignments, processes, team structures, and priorities as business needs require; and providing continuous guidance and training to less experienced staff to assess quality/customer readiness.

For full job details and to apply, please visit https://jobs.fidelity.com/ and search for job number: 2062053.

Keywords: Fidelity Investments, Dallas , Senior Investment Data Analyst - 2062053, Finance , Westlake, TX, Texas


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