Research Services Analyst, Fidelity Investments, Boston, MA

Reporting to the Director of Content Management within the Investment Information Services (IIS) organization, the Research Services Analyst‘s primary responsibility is to track and maintain critical data sets and attributes for the Research Services subscribed to by Fidelity and assist the research vote administrators. This includes working with several proprietary databases including the Fidelity Research Voting platform and IIS InfoCenter catalog.   Research Voting is a quarterly process by which Investment Professionals vote points based on their assessment of the value of services received from external research providers.  The IIS InfoCenter is a collection of industry and reference materials for use by research librarians and investment professionals as part of the research process. 

Primary Responsibilities

• Maintain Research Voting System Databases, including firm maintenance, broker representative lists and contact information changes that may result from mergers, name changes or other corporate actions; deactivate inactive services from database
• Maintain voter-related data, including group associations and budget data as directed
• Create and deliver regular and ad hoc research vote reports
• Ensure data is ready for report cycle and management approval, including reviewing broker report cards for accuracy prior to distribution
• Maintain investment professional classification database and manage user soft $ eligibility
• Gather critical Investment Professional feedback on all contractual research services by conducting surveys and entitlement reviews for renewals
• Partner with IIS colleagues on Vendor Relations and Vendor Administration for change management tickets for research services
• Issue and track spend approvals as part of the research service spend notification process
• Participate in enhancement discussions for internal systems and external vendor products
• Collaborate with Research Services team on external and internal audit requests
• Assist with the day to day functions of the physical IIS InfoCenter collection

Experience and Education

• MLS or progress towards MLS preferred
• 3-5+ years’ experience in financial services, preferably in asset management

Skills and Knowledge

• Possess strong verbal and written communication skills
• Strong Excel skills
• Have attention to detail and accuracy
• Possess the ability to prioritize and work on multiple tasks concurrently under strict time constraints
• Effectively work with diverse personalities in a dynamic environment across all levels of staff and management
• Knowledge of research process and the mutual fund industry

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 FidelityCareers.com

Fidelity Investments is an equal opportunity employer.

www.fidelitycareers.com reference requisition 1706186