Business Analysis & Project Management
Director, Data Strategy
- Boston, MA
Salary depends on a variety of factors including location and experience. Your recruiter will discuss with you.
Salary: listed in the job description
or discussed with your recruiter
Job Description:
This opportunity is responsible for leading a team that provides guidance and oversight for data-related processes. This role will be responsible for performing business, systems & data analysis around fixed income, being responsible for daily/weekly/monthly production cycles, responding for ad-hoc data analysis requests in support of various projects and leading the resolution of any raised requests/issues through close coordination with members from Technology, Investment Management, Data Strategy, Fidelity Fund and Investment Operations (FFIO), Research and Portfolio Management teams to insure timely remediation. The Director Data Strategy will play a meaningful role in the oversight and coordination of all data-related tasks, business planning and prioritization, data support for new product launches, regulatory & compliance data need fulfillment, marketing & communications material creation and advisor engagement like FMR.
The Expertise You Bring
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8+ years in a data intensive, hands on environment, preferably within investment management or technology industries
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Master’s degree or Bachelor’s degree along with CFA (in progress or completed) preferred
The Skills You Bring
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Experience in leading a data / technology / operations team and /or initiative as an individual contributor, preferably in the Asset Management and Research space. People management experience not required.
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Broad-based investment industry experience and proven analytical skills; experience with operations, business analysis, project management, and scorecard and metrics reporting
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Highly analytical approach with the ability to quickly comprehend large data sets to develop new processes, perform calculations, identify anomalies, and/or produce new reporting capabilities.
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Highly proactive and self-motivated with the ability to meet objectives under minimal supervision.
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Familiarity with data analytics, including fund and index performance measurement, predictive risk modeling, alpha research, stock selection models, and performance attribution specifically within Fixed Income.
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Strong data querying skills using SQL, TOAD, Tableau, Excel or any other applications.
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Prior Experience with Reporting and Visualization Tools like Tableau, Spotfire, Alteryx or other BI, Data Prep, Blending etc.
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Good understanding of AI/ML concepts, R, Python or Scala is preferred.
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Proficient with Microsoft Office suite; ability to produce executive-level PowerPoint presentations and manipulate data using Excel. Understanding of Excel macros, VLOOKUP’s & VBA
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Strong hands-on project leadership skills with the drive to complete complex projects as a part of small teams within an extremely fast paced environment. Capability to liaise with investment professionals to gather requirements and manage deliverables of technical development teams.
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Knowledge of securities, corporate actions, financial statement analysis, street estimates, pricing and performance data.
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Fidelity experience or experience with Managed Accounts is a plus
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CFA strongly preferred but not required.
The Value You Deliver
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Manage Strategic Advisors Inc (SAI) Data Strategy engagement, build knowledge base and serve as single point of contact for new work intake, monitoring & support, issues escalation & resolution
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Support the diverse data needs of Senior Management, Portfolio Managers, Research/Quant Analysts, Accounts and Goals team, and Investment Management across a range of projects and initiatives
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Identify areas for process and quality improvement. Recommend optimal resources required for operational data needs based on complexity, cost and scalability.
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Participate in business planning and prioritization for data initiatives
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Demonstrate strong Project Management and Analysis skills. Ensure that key data elements for platform, product, research, risk and investment management are available and of high quality. Work with business partners to help identify gaps and craft solutions.
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Partner with Product teams to identify data-related needs for new products and services or enhancements to existing ones.
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Develop and maintain strong relationships with key internal and external business partners
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Respond to ad hoc data requests with an eye to scale and automation where appropriate
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Lead the resolution of any raised requests/issues through close coordination with members from Data Strategy, FFIO, Platform and Operations teams to ensure timely remediation
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 top 10 Best Place to Work in 2024. 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.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.
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, detailed in this document, 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.
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.
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.
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This is my Fidelity
Benefits that adapt to everything life sends your way
401(k) with company match
Medical, dental, vision and prescription drug coverage
16-week maternity leave & 12-week parental leave
Student loan assistance
Fidelity is invested in you
Committed to Professional Development
At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.
We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.
Continuing Education & Training
- Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
- Video-based training for technology, leadership, management & more.
- Ongoing skills development and coaching opportunities.
- Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
- A range of talent development programs to support career mobility.
Mentoring
- Utilize the skills of experienced leaders to enrich your career.
- Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
- An open atmosphere of knowledge sharing and collaboration.
- Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.
Our Commitment to Diversity and Inclusion
"Fidelity believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman and CEO Fidelity Investments
At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.
Fidelity’s ten affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.
These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.
- Over 22K employees participate in an affinity group.
- Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
- 74% increase in affinity group memberships over the last three years.
Giving Back to Our Communities
Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.
Fidelity Cares
- Provides associates with opportunities to actively volunteer and share their talents.
- Hosts numerous company-wide volunteer events (in-person and virtual).
- Partners with nonprofit organizations to support our local communities.
- More than 12,000 associates donate time annually – from interns to SVPs.
- Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.
Fidelity Charitable®
- Created to make it easy for people to support charitable organizations they care about.
- Helped deliver $7.3 billion in donor-recommended grants to charity in 2019.
- Supported more than 300,000 unique charities around the world.
- Since its inception, more than $42 billion has been given to public charities.
