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Senior Investment Data Analyst
Fidelity Investments
Westlake, TX, United States
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Provides subject matter expertise in data certification, management, and analytics program development across multiple data sets to extract business information to support recommendations. Translates business objectives into actionable analyses.
Primary Responsibilities:
• Coordinates incident and helpdesk trend analysis to understand root cause of data issues, test solutions, and recommend corrective actions and business rules for investment reference data.
• Develops and performs proactive data profiling, behavioral analysis, and analytics processes to identify and remediate data anomalies and influence organizational approaches to business and data challenges.
• Ensures a holistic data certification approach to proactively maintain investment reference data in MDM for accuracy, completeness, consistency, validity, integrity and timeliness.
• Works with customers to understand and document critical data usage and transition local data quality checks to DMO.
• Maintains vendor, customer, and data metrics to quantify Data Science and Analytics program success measures.
Education and Experience:
Bachelor’s degree (or foreign education equivalent) in Finance, Statistics, Mathematics, Information Technology, Computer Science, or a closely related field and three (3) years of experience in the job offered or three (3) years of experience performing financial data analysis, including writing SQL queries and performance optimizing data quality in master data management (MDM) data.
Or, alternatively, Master’s degree (or foreign education equivalent) in Finance, Statistics, Mathematics, Information Technology, Computer Science, or a closely related field and one (1) year of experience in the job offered or one (1) year of experience performing financial data analysis, including writing SQL queries and performance optimizing data quality in master data management (MDM) data.
Skills and Knowledge:
Candidate must also possess:
• Demonstrated Expertise (“DE”) conducting data analysis to assess impact on business processes within an asset management environment, including writing Excel VBA macros or SQL queries to perform data analysis at the database level to assess and ensure data quality.
• DE supporting asset management -- research security reference data -- including liaising with technology professionals to design and enhance data quality to support and improve business processes.
• DE conducting exploration of large sets of uniquely formatted vendor market data.
• DE validating security reference market data for asset management investment professionals.
• #PE1M2