Fidelity Investments Associate Data Analyst in Boston, Massachusetts

The Associate Data Analyst is part of the Fidelity Clearing & Custody Solutions (FCCS) Business Consulting team. In FCCS we help our institutional clients thrive by growing their businesses, more effectively meeting customer needs, and enhancing operational efficiency and profitability. This role will be responsible for understanding client business drivers and mining data to create diagnostic and benchmarking views that can be applied to consulting engagements.

The Expertise We’re Looking For

  • Undergraduate degree required. Advanced degree preferred.

  • 3-5 years of experience within the financial services industry

  • Prior exposure to brokerage, wealth management, and/or RIA business models preferred.

The Purpose of Your Role

The Associate Data Analyst role is part of FCCS’s Business Consulting team, which provides productivity and efficiency consulting services to current and prospective clients. The team provides management consulting services on strategy development, operational efficiency, technology solutions, and best practices as well as delivering client programs and workshops. In each case, client data is utilized to inform our team and the consulting process and is leveraged extensively to provide benchmarking and diagnostic analysis for clients. This role directly supports the team’s Business Consultants and works closely with the Business Analytics group.

The Skills You Bring

  • Your foundational understanding of relational data concepts

  • You have functional proficiency with Business Intelligence products such as Tableau and Business Objects

  • You have experience using SQL, Alteryx, or MS Access or have a strong desire to develop capabilities with these tools

  • Your strong MS Office skills including PowerPoint and Excel

  • You bring strong interpersonal skills with ability to influence and build solid relationships

  • Your ability to deliver analytic presentations and scorecards clearly and crisply both in written form and in front of audiences, including senior executives

  • You have strong organizational skills to ensure that tasks are delivered both accurately and on-time

  • You are a team player with a demonstrated desire to share and contribute to the team’s success

The Value You Deliver

  • Acting as fully functioning member of the Business Consulting team, directly supporting consulting projects that help our clients and their advisors increase productivity and efficiency

  • Synthesizing multiple data sources, including database analytics, market research, competitive intelligence, etc., to create relevant datasets for scorecards and insights that help to provide tactical and strategic recommendations

  • Supporting current client diagnostic and benchmarking efforts for broker-dealer clients, and working to enhance overall benchmarking and data analysis capabilities to include expanded data sets across a broader, multi-segment client set

  • Hands on working with data in the form of flat files or with a relational/dimensional data stores

  • Studying and understanding the competitive landscape, industry trends, technology vendors and overall influencers such as advisor and investor demographics, consumer technology and regulatory issues

  • Maintaining comprehensive knowledge of the FCCS platform, technology offering, and product solutions, as well as our competitive position within the marketplace

How Your Work Impacts the Organization

Fidelity Clearing & Custody Solutions (FCCS) provides a comprehensive clearing and custody platform, brokerage services, trading capabilities and practice management and consulting to registered investment advisors (RIAs), as well as broker-dealers, banks, insurance companies, and retirement record keepers. In addition to providing services to third-party institutions, the National Financial Services LLC (NFS) brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses.

Company Overview

At Fidelity, we are focused on 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. For information about working at Fidelity, visit

/ Fidelity Investments is an equal opportunity employer. /

Job: *Business Analysis/Project Management

Title: Associate Data Analyst

Location: MA-Boston

Requisition ID: 1705225