Fidelity will not provide immigration sponsorship for this position.
Job Description:
NOTE: Fidelity will not be providing immigration sponsorship for this role.
The Role
We are seeking an Analyst on the Equity Investment Services (EQIS) team at Fidelity Investments, who will play a critical role partnering with the Equity Leadership Team, EQIS colleagues, and cross-functional partners to develop analytics and insights that support management decision-making across the Equity organization. You will use digital and programming skills, including Python and SQL, to conduct analyses, generate reports, develop scalable solutions, and respond to requests from senior management. This is an outstanding opportunity to apply your analytical, project management, and interpersonal skills to deliver data-driven insights that strengthen management decision-making across the Equity organization. The individual must:
Demonstrate knowledge of Equity markets, investment management, securities, data, and workflows
Demonstrate a passion for leveraging technology to deliver scalable, long-lasting solutions to complex business challenges
Demonstrate sound judgment and problem-solving skills when faced with uncertainty or shifting priorities
Communicate effectively with all levels of management, providing trusted information and insights that support leadership decision-making
Be creative and resourceful in responding to leadership priorities and evolving business needs
Responsibilities include
Build analytics and insights in support of Equity’s strategic initiatives and business priorities
Develop and implement reporting and analytics workflows, including AI-enabled solutions, to support and scale across the Equity platform
Develop and deliver periodic and ad-hoc analytics and insights that enable management’s data-driven decision-making
Support management adoption of trusted data and analytics, including self-service capabilities alongside standard reports
Partner with Equity, QRI, Investment Services, Technology, and other business teams to define requirements and deliver on Equity initiatives
Values
The following values are fundamental to the way in which our company operates:
Accountability
Enthusiasm
Integrity
Teamwork
Respect
The Expertise and Skills You Bring
Bachelor’s Degree required
2-4 years’ work experience in or working with investment operations in financial services industry
Demonstrated experience utilizing Python and SQL to deliver actionable data insights, streamline workflows, and automate tasks
Experience using AI productivity tools (e.g., Microsoft Copilot, ChatGPT, Gemini) to improve workflow efficiency, automate routine tasks, and enhance research, analysis, and content creation
Strong analytical and communication skills, with the ability to synthesize data into concise, decision-ready insights
Highly organized, meticulous, detail oriented and can work independently
Excellent judgment, issue management, and problem-solving skills
Experience working with Linux, Shell Scripts, GitHub is a plus
Self-motivated, comfortable taking the initiative, and meet deadlines independently
Positive attitude and “can do” work ethic
The Team
The role is part of the Asset Management Compliance, Risk and Business Operations (CRBO) team, which is comprised of: AM Compliance, AM Risk, Business Operations and Strategy, Counterparty Research & Analytics, Investment Services and Investment Risk Management. The teams work together to support AM’s strategic goals while being the best partner to the business to protect our clients via proactive compliance monitoring, risk oversight and strategic business planning. While part of CRBO, the role is aligned with the priorities of the Equity organization.
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want— from the 23 million people investing their life savings, to the 20,000 businesses managing their employee benefits…