Job Description:
The Role
The FundsNetwork Data & Insights team is looking for an analytical individual to support our client-facing consulting function. You will be tasked with turning raw data into practical insights for some of the largest asset managers in the industry. You will use your industry knowledge and your understanding of the available data sets, to help define the best approach to meet our clients’ business objectives. You will build presentations to tell stories with data and make recommendations to senior executives at our client firms. This role will also support coverage for smaller, ad hoc data & insights requests from internal and external partners, becoming a trusted advisor on FundsNetwork data. Finally, you will contribute to new insights and approaches that will expand the boundaries of the analytics we deliver to our clients and help drive data commercialization opportunities for Fidelity.
The Expertise and Skills Your Bring
- Bachelor’s degree with 2+ years of financial services and/or management consulting experience
- Excelling in a fast-paced, customer-centric environment with stellar track record of “getting it done” and driving initiatives from concept through launch
- Strong problem-solver that thrives in ambiguity with the proactive ability to “figure it out” through curiosity and consistent determination
- Strategic and analytical skills with the ability to formulate well-thought-out business requirements and turn those into plans that drive significant customer and business impact
- Building positive relationships with partners and being able to influence and inspire colleagues across the organization without formal authority
- Leading several efforts simultaneously using outstanding project/time management skills
- Communicating with impact and clarity, both in your written and verbal delivery
- Diligent complemented by a high degree of accuracy
- Making decisions with data: experience mining data sources to answer critical business questions, prioritize opportunities and achieve results
- Creating and working stories to completion individually and as part of an Agile team
- Client facing experience preferred
- High level of proficiency in Microsoft Excel required
- Basic working knowledge of database/analytics/coding tools & languages is considered a plus (e.g. SQL, Python, R, VBA, Java,…)
The Team
FundsNetwork is the industry’s largest open-architecture investment product platform, enabling investment management firms to offer their products to clients across all of Fidelity’s distribution channels (retirement, registered investment advisors (RIAs), retail/direct, broker/dealers, banks, family offices, and charitable).
FundsNetwork (FNW) provides access to approximately 23,000 CUSIPs from 680 third-party asset managers, whose products on the platform represent ~$3.9T or nearly half of Fidelity’s on-platform assets under administration (AUA) and third-party products are projected to contribute around $1.5B in annual revenue in 2022 (as of September 30, 2022)
Please see below for the salary range for work locations in Colorado only:
N/A
Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:
$103,000 – $137,000 per year
This position is eligible for incentive compensation or an annual bonus opportunity.
Please see below for the salary range for work locations in California only:
N/A
Please see below for the salary range for work locations in Washington only:
N/A
Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission 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. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you’ve always imagined.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.
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 Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.