Demo

Senior Research Services Analyst

Fidelity Management & Research Company LLC
MA Full Time
POSTED ON 3/13/2025
AVAILABLE BEFORE 5/12/2025
Job Description: The Role Are you looking for an exciting opportunity to support the Asset Management investment process? The function of this job ensures investment professionals across Fidelity have access to valuable external research to drive the investment decision making process. We believe your client service skills will help you forge relationships with management and investment professionals through your proactive support of their external research needs. We know you will improve our processes for handling external research vendors and develop innovative ways for research spend governance! The value you deliver includes: Acting as liaison between Investment Professionals and external vendors, leading approvals for research costs and delivering ad hoc spend and/or eligibility data to analysts and management Facilitating the onboarding process of requested research providers and assisting in appropriate due diligence process with legal and compliance Overseeing the maintenance of research and market data firms including adding and on-going management of (i.e. mergers and acquisitions) across multiple platforms Running the quarterly research vote cycle including quality checks on data and reporting vote results Collaborating with Commission Uses, Vendor Administration, Vendor Relations and Market Data teams on service eligibility changes and updates, and workflow integrations The Expertise and Skills You Bring Bachelors degree Customer service or client facing experience Strong written and verbal communication skills, strong interpersonal skills Attention to detail, ability to analyze and synthesize a wide range of data into valuable insights Financial services experience preferred Masters of Library & Information Science, not required but useful Experience using business intelligence tools such as OAS or PowerBI, not required but useful Note: Fidelity will not provide immigration sponsorship for this position. The Team Research Services is a team within FFIO Consolidated Data Services group. We are responsible for managing all external research vendor relationships, the research vote and the soft dollar eligibility program on behalf of Asset Management. Certifications: Category: Investment Operations 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 every other week (all business days, M-F) in a Fidelity office. 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 experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. 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 please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy

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