Manager – Consultant Databases – Fidelity Institutional and Asset Management Marketing
| Company | Fidelity Investments |
|---|---|
| Location | Westlake, TX, USA, Smithfield, RI, USA, Merrimack, NH, USA, New York, NY, USA |
| Salary | $63000 – $112000 |
| Type | Full-Time |
| Degrees | Bachelor’s, Master’s |
| Experience Level | Senior |
Requirements
- Bachelor’s or equivalent with 5+ years of experience or Master’s with 3+ years of experience
- Financial services industry experience required; familiarity with institutional and intermediary investment products and channels preferred.
- Strong knowledge of Microsoft Excel: utilize formulas, pivot tables, and other tools to aggregate and organize large data sets
- Ability to set and maintain priorities in a multi-task environment
- Effective quantitative skills, with the ability to analyze and interpret data
- Aptitude to quickly learn new technology and software applications
Responsibilities
- Coordinating with Investment Product, Technology, Marketing, and other teams to accurately populate Fidelity’s firm and product data in third-party and proprietary consultant databases.
- Participating in special projects in support of the broader institutional business, including those related to data aggregation, competitor analysis, and client retention efforts.
- Working closely with partners in distribution and Proposal Services to review our product presence in support of new business and client retention efforts.
- Partnering with third-party vendors to develop features that improve data automation and user efficiency.
- Supervising the monthly and quarterly data population process and identify areas for process improvements and increased efficiencies.
Preferred Qualifications
- Experience using third-party analytic tools, including eVestment Analytics and Morningstar Direct preferred.