Job Description:
The Role
Do you want to make a difference in our customers’ lives and be part of a highly collaborative, cross-functional team committed to improving the value of our platform offering within Fidelity Capital Markets (FCM)? We are looking for a Product Platform Analyst who will provide our FCM businesses and Finance teams with analytics, metrics, and data solutions they require for decision support of their products and services. You will design and deliver high quality analytics dashboards and reports by leveraging technical expertise and a fundamental understanding of brokerage business model objectives and priorities. You will have regular interactions with the trading, sales, account managers, product managers, and operations groups. You will work collaboratively across Fidelity in support of Finance, Compliance, Risk Management, Audit and Regulatory data requirements. You will coordinate and manage technology deliverables ensuring timely and accurate delivery of critical business information via the in-house FCMONE portal, TABLEAU Analytics and Power BI reporting platforms.
Provide a range of FCM ONE application support and reporting functions to the business line and supporting groups within FCM in the pursuit of superior data metrics delivery.
Aptitude for understanding complex (and changing) workflows and brokerage functions is a key asset in data delivery.
Decisive and creative approaches when solving business problems and needs that are consistent with policies, procedures, and data governance standards.
Acting as a key change agent by identifying and acting on opportunities for automation, streamlining business processes, and more efficient workflows.
Realization that decisions can have a significant impact on customer (internal) satisfaction and overall (perceived) client service.
The Expertise and Skills You Bring
Bachelor's Degree, plus 1+ year of brokerage, or related trading, operations, sales or underwriting products and services experience
Experience with databases, financial analysis, query management and published reporting tools is strongly desired
Familiarity with Agile project life cycle methodologies (business requirements, use cases, JIRA stories, user acceptance testing, quality release delivery)
Educate business partners on delivered enhancements and platform created functionality
Margin, Securities Lending and Prime Brokerage experience are a plus
General understanding of systems / platform dependencies, problem solving and aptitude for learning new technology a plus
Experience with web interfaces and UI projects
Emerging ability to perform data analysis on brokerage and interest related products and services
Ability to multi-task in a dynamic trading floor environment and deliver on crucial deadlines.
Possess clear, concise, and confident communication and presentation skills
FINRA Brokerage licenses 7, 63 are a plus
The Team
This dynamic team of highly skilled business product platform managers are part of the FCM Trading and Operations group within Capital Markets. We support and interface with both internal and external business segments within Fidelity Institutional (FI) and Fidelity Management Research (FMR). Our primary internal FCM customers are: Prime Services, Securities Finance, Fixed Income, Equities, Forex, Equity Origination, and Fidelity Agency Lending. All the client and product revenue attribution are produced and supported by our team. The product landscape is ever changing and the analytics and metrics to make informed and insightful decisions are made possible by our Oracle data platform called FCMOne. Our team are the product owners of Data Metrics and Drivers, the Client and Business Process Management Portal - FCMOne, and the interactive dashboard reporting platform powered by Tableau and Power BI.
Note: Fidelity will not provide immigration sponsorship for this position.
The base salary range for this position is $67,000-$127,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
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 consult with your recruiter for the specific expectations for this position.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
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 experience.
Reasonable accommodations
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.
Equal opportunity employer
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.
Hybrid work schedule
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 all business days of every other week in a Fidelity office.
Applicant screening
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.