Senior Manager, Data Analytics and Insights - 2043491

Company: Fidelity Investments
Location: Boston, MA
Posted on: January 14, 2022

Job Description:

Delivers innovative data visualization and analytic tool capabilities to illustrate current and time series investment themes, portfolio exposures, and factors driving fund performance. Conducts FI analytics research -- analytics calculation, factor definition and calculation, and translating analytics into model construction. Develops customized quantitative tools, using Python or R. Delivers innovative data visualization and analytic tools that illustrate current and time series investment themes, portfolio exposures, and factors driving fund performance. Leads development efforts to expand and enhance the technical infrastructure and reporting capabilities associated with multi-factor attribution model forecasting, FI analytics, and Multi-factor Risk Model.

Primary Responsibilities:

Oversees daily, weekly, and monthly production reporting cycles across analytic environments ensures required data input is available, processes runs successfully and ensures statistical input is accurate and reports are generated properly.

Responds to ad-hoc data analysis requests in support of large-scale projects.

Contributes to the continued development and incorporation of non-traditional and unstructured data including the development of data science applications used to enhance research and investment processes.

Drives complete complex projects in a fast paced environment.

Develops new processes, performs calculations, identifies anomalies, and produces new reporting capabilities by analyzing large data sets.

Advises on risk assessment and risk management strategies for projects.

Plans and manages project schedules and assignments for multiple, concurrent projects.

Acts as a primary liaison for business units to resolve various project/technology issues and manage deliverables.

Manages technical development deliverables.

Provides technology solutions to daily issues and technical evaluation estimates on technology initiatives.

Provides analytical solutions and data management services to senior leadership across the business.

Advises senior management on technical strategy.

Mentors junior team members.

Fosters and champions innovative technology solutions to resolve complex business problems.

Establishes and project manages analysis plans for multiple and moderately complex work streams.

Holds accountability for integration into larger, multi-disciplined projects.

Education and Experience:

Bachelors degree (or foreign education equivalent) in Financial Mathematics, Mathematics, Accounting, Engineering, Computer Science or a closely related field and five (5) years of experience in the job offered or five (5) years of experience performing investment research or portfolio analytics.

Or, alternatively, Masters degree (or foreign education equivalent) in Financial Mathematics, Mathematics, Accounting, Engineering, Computer Science, or a closely related field and two (2) years of experience in the job offered or two (2) years of experience performing investment research or portfolio analytics.

Skills and Knowledge:

Candidate must also possess:

Demonstrated Expertise (DE) analyzing Barra risk factor model construction, and factor definitions and calculations; and translating output statistics into meaningful insights used for portfolio management, using Microsoft Excel, SQL/Oracle Database, Python, and R.

DE performing data management of portfolio risk data; designing and building data quality checking tools in Python and R to ensure daily, weekly, and monthly investment data is loaded on time and complete and risk analytics are calculated accurately; and performing business, systems, and data analysis, process design, and acceptance testing for investment analytics projects to integrate risk models and data into existing infrastructures that require new research content, or produce additional reporting capabilities for investment professionals.

DE integrating BarraOne risk models into existing infrastructure; expanding and enhancing analytic platforms and tools; and portfolio performance and risk reporting functionality associated with multi-factor model risk and performance attribution in Barra Aegis and Portfolio Manager.

DE responding to ad-hoc data analysis requests, using SQL, Python, R, Bloomberg Terminal, and Factset.

For full job details and to apply, please visit https://jobs.fidelity.com/ and search for job number: 2043491.

Keywords: Fidelity Investments, Providence , Senior Manager, Data Analytics and Insights - 2043491, Finance , Boston, MA, Rhode Island