Data Analyst

3 weeks ago


Boston, United States Fidelity Talentsource Llc Full time

.Fidelity Brokerage is seeking a Principal Data Analyst to become a subject matter expert on customer financial transaction data, to define and document project requirements, to provide support to operations teams, and to partner with the data governance oversight committee to implement their strategic plans. Specifically, the analyst will become an expert on the data elements associated with retail and correspondent trading, cash management and spending, workplace investing, charitable gifts, and other benefits related datasets. The analyst help drive the creation of a data catalog, build a series of data quality rules, and supporting any new data sourcing and data-related research assignments. This person will be expected to facilitate requirements gathering sessions with customers, document the requirements, and propose design solutions. A strong candidate will have some background in brokerage-related concepts, database querying, data management, and solution design. The candidate must also have experience with the agile development methodology, project management-related best practices, and leadership. This position is based in Boston, MA. The candidate will be expected to work in the Boston office 5-days per month to align with our team's scheduled connect weeks. All remaining working hours can be in-office or remote based on the candidate's preference.Primary ResponsibilitiesOversee and manage a program of projects focused on sourcing new datasets and building a controls framework to ensure those datasets have the highest possible quality rating. Understand and document current state data definitions, scope, and process flows associated with our platform. Drive an understanding and adherence to the principles of data quality management including metadata, lineage, and business definitions. Plan and execute data catalog and data quality-related activities using a combination of vendor and in-house tools. Work collaboratively with appropriate Tech teams to manage security mechanisms and data access governance. Contribute ideas and information to solution design discussions. Become a subject matter expert on data content, scope, and business process flows related to our platform. Partner closely with quality assurance team to transfer knowledge, document use cases, and test software. Partner closely with our production support team to research and diagnose data-related incidents reported by customers. Oversee and implement process improvement initiatives specific to data management. Facilitate meetings in an organized and efficient manner. Ensure the technology capabilities are responsive to the needs of the business objectives. Mentor other analysts on the team and work with senior leadership team to define best practices and strengthen our data analysis function.

The Expertise and Skills You Bring Bachelor's Degree plus at least 5 years of experience in data analytics, or Master's Degree plus at least 3 years in data analytics Scripting experience in SQL and familiarity with both relational and non-relational databases. Strong desire and experience with data in various forms (data warehouses/SQL, unstructured data) Experience with AWS services. At least 2 years of experience delivering Data Governance and Data Quality Management concepts and practices within the financial services industry. We as a team are motivated and show a strong desire to succeed. We get things done while you are focused and passionate about delivering value. We are great teammates to one another with a passion to use technology to help customers in an evolving regulatory marketplace.

Company OverviewFidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity's U.S.-based regional and investor center locations. If you would like to experience Fidelity's supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at .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 TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at HR@ formation about Fidelity investmentsAt Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. For information about working at Fidelity, visit .Fidelity Investments and Fidelity TalentSource are equal opportunity employers.


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