Associate Analyst, Investment Data Management

Fidelity
Fidelity

IT, Data Science

Westlake, TX, USA

Posted on Jun 18, 2026

Job Description:

The Role

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 Associate Analyst, Investment Data Management will perform critical functions to support daily operations. Including investment entity set-up for the respective trading desks, perform detailed data analysis, and identify and resolve data issues. Quality, accuracy, and timeliness are critical to the success of this function.

  • 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

The Expertise & Skills You Bring

  • Bachelor's degree in Business/Finance or related field
  • 1-3 years’ experience working in an Operations, Business Analysis, and/or Data Analyst role
  • Financial Services Industry experience working with reference data preferred
  • Experience working with Bloomberg, Thomson Reuters, IDC, and industry ratings vendors preferred
  • Experience working with reporting tools such as SQL and OBIEE preferred Data analytics, data mining, reporting, operations research and data manipulation experience preferred
  • Able to interact with vendors, clients and end users of the data
  • Exhibited skills in problem identification and resolution
  • Strong analysis skills resulting in the ability to respond to customer inquiries with accuracy
  • Proven ability to multi-task, prioritize and meet deadlines
  • 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
  • Note: Fidelity will not provide immigration sponsorship for this position.

The Team

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).

Certifications:

Category:

Investment Operations

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.

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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.

Benefits

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.

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.

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