Fidelity Investments Job - 29374517 | CareerArc
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Company: Fidelity Investments
Location: Jersey City, NJ
Career Level: Associate
Industries: financial services


Are you a dynamic, forward thinking, analytical investigator?

We are seeking an individual who is passionate about turning data into insights! Collaborating with internal and external business partners, you will have the opportunity to inform and develop business intelligence strategy and tools. You will be an integral part of delivering custom insights to Fidelity's top 3rd party asset management clients. You will also work closely with the analytics team to help guide new capabilities.

The Team

The mission of the FundsNetwork Tribe is to provide a differentiated core investment offering experience that significantly increases engagement, outcomes and adoption. This tribe will encompass the program management and support of the industry's leading investment solutions marketplace supporting 3rd party investment solutions used by investors in our personal, workplace, and institutional business lines.

The Expertise You Have
  • 7+ years of analytics/business intelligence experience, within the asset or wealth management industry preferred
  • Experience analyzing sales, flows and other competitive data for mutual funds, ETFs, and other financial products – and leveraging such data to identify key business trends and create actionable insights
  • Proven track record of executing and delivering data and research initiatives for internal and external partners
  • Strong knowledge of the investment management marketplace, in particular distribution trends within retail, institutional and retirement channels
  • Bachelor's degree or equivalent business experience
The Skills You Bring
  • Highly motivated and goal-oriented individual who utilizes time effectively and works well independently and as part of a team
  • Strong analytical skills; Ability to exercise good judgment and solve problems
  • Excellent communication (written and oral), customer service and interpersonal skills
  • Works well in translating complex data into digestible formats and insights
  • Exceptional collaborator and consensus builder
  • Ability to process and manage multiple priorities and initiatives
  • Works well in an Agile methodology environment
The Value You Deliver

The Analytics Squad is responsible for the design, development and execution of all FundsNetwork analytics. The squad works closely with FundsNetwork Relationship Management, other squads within the FundsNetwork tribe, Fidelity channel partners and 3rd party asset manager clients to provide reporting, analytics, and custom insights. The successful candidate for this role is able to understand both data/analytical details, as well as business needs, to ensure optimal outcomes and has fun doing it!

The primary areas of responsibilities for the Analytics squad are:

  • Lead FundsNetwork data and analytics efforts
  • Provide robust reporting, analytics, and insights to external investment firms and internal business partners
  • Develop and deliver new data and analytical capabilities to meet evolving client needs
  • Lead process improvement and efficiency efforts to existing data analytics infrastructure
  • Utilize FundsNetwork data to answer critical business questions for internal and external partners
  • Ensure analytics project and program solutions meet product roadmaps
  • Collaborate with partners, technology leads, and agile teams
  • Collaborate with other Fidelity business units and external vendors

Company Overview

At Fidelity, we are focused on makingour financial expertise broadly accessible and effective in helping people livethe lives they want. We are a privately held company that places a high degreeof value in creating and nurturing a work environment that attracts the besttalent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace wherewe respect and value our associatefor their unique perspectives and experiences. For information about working atFidelity, visit

Fidelity Investments is an equal opportunityemployer.

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