Job Type: Permanent

Associate Data Analyst

We're proud to have been helping our clients build better financial futures for over 50 years. Fidelity International offers world-class investment solutions and retirement expertise. We are a privately owned, independent company with the commitment and resources to provide the investment expertise, technology and service innovation needed to help our clients achieve their financial goals.

While we take pride in our investment solutions and client service excellence, we know we can always do better. We are honest, respectful and make tough calls, challenging the status quo to achieve better outcomes through innovation. The department provides fundamental research support (building financial models, maintaining industry databases, and conducting Industry and company analysis) to all FIL Equity and Credit analysts and select Portfolio Managers. This allows analyst teams to cover a higher number of stocks/credits, respond faster to corporate developments, dig deeper into investment issues, and manage coverage gaps. Additionally, the team has Data intelligence capabilities which have allowed FIL Research to build proprietary data series, add analysis layer over Research IT tools and do custom quant work for analysts and PMs. The team is also looked upon as a talent nursery for sourcing future Fidelity analysts.

The role supports Fidelity's 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.

Collate, compile, mine and present a broad range of data for internal purposes, primarily focussed on investment management process inputs. Create bespoke investment screens and dashboards using internal and external data sources, and prepare periodic reports based on them. Other data management tasks, as needed

Experience And Qualifications Required

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 an 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.

Desired Qualities:

Solid coding skills

Strong Excel skills, including VBA, charting and macro writing, with ability to handle a large amount of structured and unstructured data

Familiarity with financial data and capital markets terminology, with competence with some financial database such as Bloomberg, FactSet, Datastream, etc

For starters, we'll offer you a comprehensive benefits package. We'll value your wellbeing and support your development. And we'll be as flexible as we can about where and when you work – finding a balance that works for all of us.

📌 Associate Data Analyst & Data Analyst (Permanent) (Gurugram)
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📍 Gurugram