Job Description:
Working Hours: 9-5.30pm
The Index Data Analyst will perform critical functions to support daily operations. Including detailed data analysis and identify and resolving data issues and helpdesk queries. Quality, accuracy, and timeliness are critical to the success of this function.
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Identify data issues related to movements in the financial markets that have impacted an index, perform in root cause analysis and resolve data quality issues through collaboration with our vendor or verification on Bloomberg.
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Work with business partners and systems partners to resolve data issues within a defined SLA time.
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Timely response for the implementations set-up and maintenance requests and queries received by customers via the Index helpdesk.
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Recommend process enhancements for the efficient, accurate and timely completion of all activities including data loading, quality checks, implementations and reporting.
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Assist in defining and executing test plans and support user acceptance testing for process enhancements.
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Proactive participation & management of varied projects/initiatives.
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Assist in the documentation, response, and management of client requests for new data.
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Maintain and update procedure documents.
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Adhere to Fidelity’s Risk & Control policies & procedures.
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Promote LEAN and AGILE concepts.
The Expertise and Skills you bring
- General knowledge/understanding of Bloomberg.
- Excellent understanding and application of MS Office tools; Excel, Word, Outlook, PowerPoint, SharePoint.
- Ability to work efficiently with various vendor/business partners across the organization.
- Excellent written and oral communication skills.
- Strong customer relationship and problem-solving skills.
- Demonstrated ability to balance priorities on simultaneous initiatives.
- Strong interpersonal, influence, and negotiation skills.
- A self-starter and team player who can work collaboratively with their colleagues to achieve the teams’ overall goals and objectives.
- Strong detailed analytical skills with ability to clearly interpret equity and fixed income index data and communicate meaningful results.
- Industry related experience within the financial services sector and subject matter expertise within Equity Index and Fixed Income Index data and products is a plus.
- Financial Services experience within Data Analytics and Project Management a plus.
- Strong analytical and problem-solving skills; experience in root-case analysis.
- Good interpersonal skills.
- Ability to work efficiently with various resources/business partners across the organization.
- Detail oriented with strong organizational skills.
- Proven ability to meet established deadlines.
- Working knowledge of OBIEE or SQL an advantage.
The Team
The Global Data Services (GDS) team within Fidelity Funds and Investment Operations (FFIO) is a global, investment data management organization that specializes in the sourcing, analysis, integration, management and distribution of security, index, and portfolio data. GDS provides these data services for reference, evaluative, performance and analytical data in support of global investment decision making organizations. The Index Data Management team, a division of GDS, specializes in managing, integrating and validating vendor and Fidelity-defined data associated with index reference, price and market data.
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What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.