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Principal Data Analyst - Security Reference Team

Fidelity

Fidelity

IT, Data Science
Merrimack, NH, USA
Posted on Nov 22, 2025
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Job Description:

Job Description

The Team

The Security Reference team within Fidelity Fund and Investment Operations (FFIO) is a global investment data management organization that specializes in the sourcing and processing security data within MDM (Master Data Management) system. GDS provides data services for trading, accounting, compliance, performance and analytical data in support of global investment decision making organizations. Security Reference, a division of GDS, specializes in managing, integrating and validating vendor and Fidelity-defined data associated with investment entities (securities, issues, brokers, funds, portfolios and index data).

Our work is highly collaborative and involves close coordination and superb communication with our clients, global team members, and key business and technology partners across Fidelity.

The Principal Data Analyst will work with business partners to resolve complex data inquiries while providing high level of customer service. They will support Security Reference and Corporate Hierarchy Data operations in Merrimack NH, ensuring accuracy, timeliness, and compliance with governance standards. This team provides hands-on support to trading desks, enabling efficient and accurate investment decision-making. Knowledge in various loan instruments including Term Loans, Revolvers, and Real Estate Loans, as well Equity securities (Common Stocks, Preferred Stocks) that are used in the Direct Lending space. Experience with both private loans and syndicated loans is also preferred.

The Expertise You Have

  • Bachelor's degree in Business/Finance or related field required
  • Financial Services Industry experience working with reference data preferred
  • Knowledge in various loan instruments including Term Loans, Revolvers, and Real Estate Loans
  • Knowledge in with Equity securities (Common Stocks, Preferred Stocks) that are used in the Direct Lending space.
  • Experienced in managing projects and/or small teams of people in and agile environment
  • Ability to multi-task, work under pressure, and meet tight deadlines
  • Teammate who takes initiative and thinks across Fidelity
  • Hands on work style with can do attitude with strong desire to make things happen
  • Preferred reporting tools experience such as SQL, Bloomberg and CusipWeb a plus

The Skills You Bring

  • Strong leader and mentor that builds productive and collaborate relationships with team members
  • You are a team who takes initiative and leads to achieve team goals
  • Highly motivated, flexible, quality focused team player with excellent organizational skills
  • Ability to work at different levels of detail and can concisely summarize complex issues
  • Solid organizational and project management skills to navigate high volume setting with tight deadlines
  • Demonstrated ability to work independently and collaboratively with all levels of staff, management and other business partners
  • Strong learning agility to quickly understand and connect key concepts and dependencies

The Value You Deliver

  • Formulates both tactical and strategic plans to increase productivity and to reduce risk
  • Liaise with customer, business partners, and systems to translate business requirements into data requirements, evaluating and recommending data solutions
  • Make recommendations for global operational enhancements
  • Participates in new product forums and works with GDS management consultancy team to stay abreast of industry news and developments
  • Reviews database queries to analyze and validate data for problem resolution for ad-hoc customer questions or issues
  • Participates and/or leads Operations Support projects and initiatives involving multiple business partners, provide subject matter expertise

Note: Fidelity will not provide immigration sponsorship for this position

Certifications:

Category:

Investment Operations

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Company overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

If you would like to request an accommodation, please contact us at:

accommodations@fmr.com

Apply

Join us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

Benefits
Learning & development
Culture

Benefits that adapt to everything life sends your way

401(k) with company match

Medical, dental, vision and prescription drug coverage

16-week maternity leave & 12-week parental leave

Student loan assistance

Fidelity is invested in you

Committed to Professional Development

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.

Continuing Education & Training

  • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
  • Video-based training for technology, leadership, management & more.
  • Ongoing skills development and coaching opportunities.
  • Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
  • A range of talent development programs to support career mobility.

Mentoring

  • Utilize the skills of experienced leaders to enrich your career.
  • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
  • An open atmosphere of knowledge sharing and collaboration.
  • Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.

Our Commitment

Discover opportunities to build a fulfilling career within a supportive culture that celebrates individuality. We empower our associates to pursue career paths that align with their unique goals and personalities.

Giving back to our communities

Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

Fidelity Cares

  • Provides associates with opportunities to actively volunteer and share their talents.
  • Hosts numerous company-wide volunteer events (in-person and virtual).
  • Partners with nonprofit organizations to support our local communities.
  • More than 12,500 associates donate time annually – from interns to SVPs.
  • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.

Fidelity Charitable®

  • Created to make it easy for people to support charitable organizations they care about.
  • Helped deliver $14.9billion in donor-recommended grants to charity in 2024.
  • Supported more than 433,000 unique charities around the world.
  • Since its inception, more than $100 billion has been given to public charities.

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