Senior Research Services Analyst

Job Description:

The Role

Are you looking for an exciting opportunity to support the Asset Management investment process? The function of this job ensures investment professionals across Fidelity have access to valuable external research to drive the investment decision making process. We believe your client service skills will help you forge relationships with management and investment professionals through your proactive support of their external research needs. We know you will improve our processes for handling external research vendors and develop innovative ways for research spend governance! The value you deliver includes:

• Acting as liaison between Investment Professionals and external vendors, leading approvals for research costs and delivering ad hoc spend and/or eligibility data to analysts and management

• Facilitating the onboarding process of requested research providers and assisting in appropriate due diligence process with legal and compliance

• Overseeing the maintenance of research and market data firms including adding and on-going management of (i.e. mergers and acquisitions) across multiple platforms

• Running the quarterly research vote cycle including quality checks on data and reporting vote results

• Collaborating with Commission Uses, Vendor Administration, Vendor Relations and Market Data teams on service eligibility changes and updates, and workflow integrations

The Expertise and Skills You Bring

• Bachelors degree

• Customer service or client facing experience

• Strong written and verbal communication skills, strong interpersonal skills

• Attention to detail, ability to analyze and synthesize a wide range of data into valuable insights

• Financial services experience preferred

• Masters of Library & Information Science, not required but useful

• Experience using business intelligence tools such as OAS or PowerBI, not required but useful

Note: Fidelity will not provide immigration sponsorship for this position.

The Team

Research Services is a team within FFIO Consolidated Data Services group. We are responsible for managing all external research vendor relationships, the research vote and the soft dollar eligibility program on behalf of Asset Management.

Certifications:

Category:

Investment Operations

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 every other week (all business days, M-F) in a Fidelity office.