Job Description:

Position Description:

Delivers innovative data visualization and analytic tool capabilities to illustrate current and time series investment themes, portfolio exposures, and factors driving fund performance. Conducts FI analytics research — analytics calculation, factor definition and calculation, and translating analytics into model construction. Develops customized quantitative tools, using Python or R. Delivers innovative data visualization and analytic tools that illustrate current and time series investment themes, portfolio exposures, and factors driving fund performance. Leads development efforts to expand and enhance the technical infrastructure and reporting capabilities associated with multi-factor attribution model forecasting, FI analytics, and Multi-factor Risk Model.

Primary Responsibilities:

•           Oversees daily, weekly, and monthly production reporting cycles across analytic environments – ensures required data input is available, processes runs successfully and ensures statistical input is accurate and reports are generated properly.

•           Responds to ad-hoc data analysis requests in support of large-scale projects.

•           Contributes to the continued development and incorporation of non-traditional and unstructured data including the development of data science applications used to enhance research and investment processes.

•           Drives complete complex projects in a fast paced environment. 

•           Develops new processes, performs calculations, identifies anomalies, and produces new reporting capabilities by analyzing large data sets.

•           Advises on risk assessment and risk management strategies for projects.

•           Plans and manages project schedules and assignments for multiple, concurrent projects.

•           Acts as a primary liaison for business units to resolve various project/technology issues and manage deliverables.

•           Manages technical development deliverables.

•           Provides technology solutions to daily issues and technical evaluation estimates on technology initiatives.

•           Provides analytical solutions and data management services to senior leadership across the business.

•           Advises senior management on technical strategy.

•           Mentors junior team members.

•           Fosters and champions innovative technology solutions to resolve complex business problems.

•           Establishes and project manages analysis plans for multiple and moderately complex work streams.

•           Holds accountability for integration into larger, multi-disciplined projects.

Education and Experience:

Bachelor’s degree (or foreign education equivalent) in Financial Mathematics, Mathematics, Accounting, Engineering, Computer Science or a closely related field and five (5) years of experience in the job offered or five (5) years of experience performing investment research or portfolio analytics.

Or, alternatively, Master’s degree (or foreign education equivalent) in Financial Mathematics, Mathematics, Accounting, Engineering, Computer Science, or a closely related field and two (2) years of experience in the job offered or two (2) years of experience performing investment research or portfolio analytics.

Skills and Knowledge:

Candidate must also possess:

Demonstrated Expertise (“DE”) analyzing Barra risk factor model construction, and factor definitions and calculations; and translating output statistics into meaningful insights used for portfolio management, using Microsoft Excel, SQL/Oracle Database, Python, and R.

DE performing data management of portfolio risk data; designing and building data quality checking tools in Python and R to ensure daily, weekly, and monthly investment data is loaded on time and complete and risk analytics are calculated accurately; and performing business, systems, and data analysis, process design, and acceptance testing for investment analytics projects to integrate risk models and data into existing infrastructures that require new research content, or produce additional reporting capabilities for investment professionals.

DE integrating BarraOne risk models into existing infrastructure; expanding and enhancing analytic platforms and tools; and portfolio performance and risk reporting functionality associated with multi-factor model risk and performance attribution in Barra Aegis and Portfolio Manager.

DE responding to ad-hoc data analysis requests, using SQL, Python, R, Bloomberg Terminal, and Factset.

#PE1M2

Certifications:

Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.

Fidelity will continue to keep the safety of associates and customers as our top priority and this will never change. As the pandemic evolves and Federal, State, and Local regulations emerge, it has become clear that knowing the vaccination status of all associates is critical to our safety efforts.

Therefore, Fidelity will require all candidates to disclose their COVID-19 vaccination status during the hiring process, and if vaccinated, provide proof of vaccine.

This is not a requirement to be vaccinated. It is a requirement to report vaccination status and, if vaccinated, provide proof.