Associate Data Analyst

Title: Associate Data Analyst

Department: IM Research Specialist Team

Location: Gurgaon (India)

Reports To: Team Manager

Job Type: Permanent

The role supports Fidelitys investment professionals by using data, analytics and automation to improve the efficiency and effectiveness of the investment research and decision-making process. The individual will develop investment tools, screens, dashboards and data-driven analysis that help analysts and Portfolio Managers access relevant information, identify investment insights and make more informed decisions.

• Develop automated investment tools designed to improve analyst/PM productivity; for example, automated relative valuation charts for a set of bonds.
• Collate, compile, mine and present a broad range of data for internal purposes, primarily focussed on investment management process inputs. Create effective but user-friendly visual depictions for the same.
• Create bespoke investment screens and dashboards using internal and external data sources, and prepare periodic reports based on them. These will typically capture fundamental, valuation and technicals.
• Maintaing and producing charts and packs for the Equities core portfolio
• Attending team discussions on trade ideas and trade tracking
• Other data management tasks, as needed

• Graduate / Post-graduate in a quantitative discipline (Engineering, Mathematics, Statistics, etc.)
• 2-5 years prior experience in a data management role, preferably in the financial domain.
• Advanced knowledge of Excel with proficiency in VBA Macro programming is a must.
• Proficiency in Python programming is a must; exposure to data visualization tools in Python is a added plus.
• Exposure to SQL or other database query tools would an added plus.
• Exposure to visualization tools such as PowerBI, Tableau, etc would be an added plus.

• Strong analytical and numerical skills
• Strong coding skills
• Strong Excel skills, including VBA, charting and macro writing, with ability to handle a large amount of structured and unstructured data
• Meticulous attention to detail
• Passion for markets
• Familiarity with financial data and capital markets terminology, with competence with some financial database such as Bloomberg, FactSet, Datastream, etc
• Effective oral and written communication skills
• Strong team player