Research Data Specialist

Job Description:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Group and Team

Fidelity’s Fixed Income division is one of the leading managers of bond and money market instruments with over $2 trillion in fixed income assets, The Fixed Income team combines fundamental research on domestic and international debt issuers with macroeconomic and quantitative analysis to develop investment decisions that stay true to each portfolio’s defined investment mandate, while aiming to maximize risk-adjusted total return for our clients. Our goal is to use our financial expertise to help people achieve their financial goals and live the lives they want. The Fixed Income division is headquartered / located primarily in Merrimack, New Hampshire, one hour north of Boston.

 

The Role

We are seeking a talented and motivated individual to join our Fixed Income Research team as a Research Data Specialist with a particular focus on municipal bonds and credit research. This is a unique opportunity to contribute to a dynamic team supporting investment decision-making across Fidelity’s fixed income platform.

 

Research Data Specialists work closely with analysts and other members of the investment team to support various aspects of the research process, including:

• Organizing and analyzing large datasets
• Leveraging programming tools and AI to enhance research efficiency
• Creating and maintaining reports and presentations used in investment decision making
• Working with technology partners on internal applications and research priorities  

 

Depending on team needs and candidate strengths, responsibilities may include assisting with data and information requests from research analysts on issuers under coverage, working with database architectures to organize and present information used in the investment process, utilizing various programming languages to develop tools for the research team and the analysis of the money market approved list and holdings data.

 

Research Data Specialists will contribute to research outputs and investment recommendations made by research analysts which are used by portfolio managers across the division and the broader Fidelity organization.

 

The Expertise and Skills You Bring

• Bachelor’s degree in Business, Finance, Information Technology or a related field
• 2+ years of relevant experience preferred
• AI/LLM tool proficiency
• Advanced Excel and programming skills (preferred)
• Strong analytical skills and attention to detail
• Excellent communication and time management abilities
• Demonstrated work ethic and intellectual curiosity
• Ability to work independently and collaboratively
• Interest in investing and capital markets

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Investment Professionals

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.