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Senior Investment Data Analyst

Fidelity

Fidelity

IT, Data Science
Westlake, TX, USA
Posted on Jan 9, 2026
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Job Description:

The Role

The Global Data Services (GDS) team within Fidelity Fund 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. Data Management Operations (DMO), 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).

We are seeking a highly motivated and responsive team player who is able to multi-task and has excellent analytic skills. Our work is highly collaborative and involves close coordination and excellent communication with our clients, market data vendors and key business and technology partners across Fidelity.

The Senior Investment Data Analyst will perform critical functions to support daily operations in support of Private Market reference data. Including investment entity set-up for the respective trading desks, perform detailed data analysis, identify and resolve data issues and manage a repository of private market documents. Quality, accuracy, and timeliness are critical to the success of this function.

The Expertise and Skills You Bring

  • Bachelor's degree in Business/Finance or related field
  • 5-7 years’ experience working in an Operations, Business Analysis, and/or Data Analyst role
  • Financial Services Industry experience working with Private Market reference data preferred
  • Experience working with Bloomberg, Thomson Reuters, IDC, and industry ratings vendors preferred
  • Project Management experience such as Agile or Six Sigma concepts preferred
  • Strong understanding of operational metrics and analytics in relation to the business
  • Experience with content management systems (i.e. Sharepoint, DocuShare, Nuxeo, etc) preferred
  • Able to interact with vendors, clients and end users of the data
  • Exhibited skills in problem identification and resolution
  • Proven ability to multi-task, prioritize and meet deadlines
  • Solid oral and written communication and interpersonal skills
  • Good organizational and project management skills to navigate through high volume setting with tight deadlines
  • Demonstrated ability to work independently and collaboratively with all levels of staff, management and other business partners
  • Familiar with alternative investments, including private equity, real estate, private credit, hedge funds and other non-traditional investments
  • Strong analytical skills to categorize information logically and define metadata
  • Perform detailed data analysis to support data management operations
  • Respond to business questions on the timeliness and quality of the data received and managed
  • Perform database queries to analyze and validate data
  • Troubleshoot production related issues and engage with our Technology and Business partners to resolve when needed
  • Participate in Operations projects/initiatives involving multiple business partners and provide subject matter expertise
  • Liaise with customer, business partners, and systems to translate business requirements into data requirements, evaluating and recommending data solutions
  • Mentors and guides junior associates on analysis and operational activities
  • Participates in new product forums and works to stay apprised of industry news and market trends

The Team

We are part of Fidelity Fund and Investment Operations (FFIO), and collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to bring new products and services to our customers. We foster a culture of quality while embracing pace over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. Global Product Solutions teams view investment and operations challenges as opportunities and enjoy designing client on-boarding and transition strategies that minimize portfolio disruption and transactions costs while improving the customer experience.

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.

AI Guidelines

Learn about our guidelines for use of AI when applying for a Fidelity job

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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