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Manager, Data Analytics and Insights - 2058955

Company: Fidelity Investments
Location: Boston, MA
Posted on: July 29, 2022

Job Description:

Loads, extracts, transforms, and manages data across a wide array of database schemas across diverse content, using SQL, R, and Python. Delivers innovative data visualization and analytic tool capabilities to illustrate current and time series investment themes, portfolio exposures, and factors driving fund performance. Develops customized quantitative tools, using Python or R. Leads development efforts to expand and enhance technical infrastructure and reporting capabilities associated with quantitative alpha research, big data analytics, and performance attribution.

Primary Responsibilities:

Serves as a subject area leader on all aspects of portfolio risk and the broader data environment.

Supports portfolio risk analytics environment activities -- portfolio risk analysis to factor-based performance attribution.

Delivers innovative data visualization and analytic tools capable of illustrating current and time series investment themes, portfolio exposures, and factors driving fund performance.

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

Performs business, systems, and data analysis, detailed process design, and acceptance testing across projects that require new content.

Plans and manages project schedules and assignments for multiple, concurrent projects that are in a fast-paced environment by advising on risk assessment and project strategies and leading the projects to successful completion in a timely manner.

Acts as a primary liaison of business units -- technology groups, quantitative research teams, and external vendor partners -- who understands the full spectrum of risk model ecosystems.

Resolves various project/technology issues and manages deliverables by holding accountability.

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

Manages technical development deliverables including, strategic plans slides and user-friendly prototypes.

Fosters and champions innovative technology solutions to resolve complex business problems by proposing proof of concepts to inspire business partners.

Oversees daily, weekly, and monthly production reporting cycles across analytic environments ensures required data input is available, processes run 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 performed by Quantitative Research Analysts.

Monitors all calculation/reporting production cycles, fielding requests for custom analyses, and participates in development efforts to expand risk capabilities.

Mentors junior team members and provides career guidance.

Education and Experience:

Bachelors degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, Finance, Mathematics, or a closely related field and three (3) years of experience in the job offered or three (3) years of experience performing analysis to evaluate portfolio investments against client guidelines and firm compliance controls.

Or, alternatively, Masters degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, Finance, Mathematics, or a closely related field and one (1) years of experience in the job offered or one (1) years of experience performing analysis to evaluate portfolio investments against client guidelines and firm compliance controls.

Skills and Knowledge:

Candidate must also possess:

Demonstrated Expertise (DE) standardizing procedures to manage multi-terabyte data used for rule testing -- creating functions and packages in R, Python, SQL, and Excel Macros; and creating data quality assurance tools in R, Python, SQL, and EXCEL to clean, validate, cross-check, track, and document changes, anomalies, and inconsistencies in raw data.

DE creating data solutions, writing compliance rule engine methodologies and specification documents, interpreting business requirements, and creating analytical visualization solutions, using Python and Microsoft Office suite; creating rule engine and service performance monitoring/validation measures and reports according to scenario testing and comparison analysis; and researching and experimenting innovate solutions to improve existing procedures and rule execution -- model implementation processes, and security characteristics and analytics.

DE analyzing security and portfolio characteristics -- return profile, yield, spreads, SWAP structure, FUT underlying, option Greek -- across instrument types to identify distinct characteristics of instrument and expected behaviors in financial markets and incorporate into firm-wide risk management and compliance control structure.

DE developing scenario testing tools for comparing, analyzing, and formatting production output, using Python, PL/SQL and VBA; and generating test cases and designing quality assurance automation workflows, using Excel, SmartDraw, and Postman.

For full job details and to apply, please visit https://jobs.fidelity.com/ and search for job number: 2058955.

Keywords: Fidelity Investments, Boston , Manager, Data Analytics and Insights - 2058955, Finance , Boston, MA, Massachusetts


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