Senior Data Analyst - Investment Risk

About the OpportunityJob Type: Permanent

Application Deadline: 08 November 2024

Title: Senior Data Analyst - Investment Risk

Department: Investment Risk - Operations and Analytics

Location: Gurgaon, India

Level: Grade 3

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our team and feel like you’re part of something bigger.

Department Description

General Counsel:

General Counsel (GC) is a trusted advisor to all parts of FIL, providing high-value independent advisory and assurance expertise through our specialist teams. GC comprises of Legal, Risk, Compliance, Tax, Public Policy & Strategic Relationship Management.

Global Risk:

The risk team in Fidelity covers the management oversight of Fidelity’s risk profile including key risk frameworks, policies and procedures and oversight and challenge processes. The team partner with the businesses to ensure Fidelity manages its risk profile within defined risk appetite.

The team is circa 50-strong, and growing, covering all facets of risk management including investment, operational, enterprise, and technology risk. The function is currently being strengthened to enhance global risk type coverage across FILs (Fidelity International) regions.

Investment Risk:

The Investment Risk team is part of Global Risk and is responsible for the framework and governance of all aspects of Investment Risk including fund market risk, fund liquidity risk, fund counterparty risk and fund sustainability risk. The team also provides oversight of the Operational Risk within the Investment Team and EUC (End-User Computing) Risk across the organisation.

The India business and operations team works upon providing data analytics solutions to enable data driven Risk oversight & controls on Investment data sourced from multiple sources.

Purpose of your role

The primary function of the role is to run and support enterprise grade reporting tools, and business analytics using Datawarehouse(SQL), Python & Power BI connecting to complex and high-volume data sources. The role will be working as part of an expanding data analytics team for Investment Risk Oversight within Global Risk Function, partnering with businesses and key stakeholders across FIL (Fidelity International) locations to deliver the desired business outcomes.

This role sits within the Investment Risk Oversight team and the individual will be expected to align their work closely with other members of the Investment Risk team and colleagues in Investments, Operational and Technology.

Key Responsibilities

As a Lead Data Analyst, you will be responsible for managing end-to-end data and visualization solutions for our various subject areas in Investment Risk. This role will entail:

• Executing and monitoring daily jobs independently using Python
• Troubleshooting data and code issues in SQL Queries and Python
• Building understanding of all upstream data sources, and the granularity of data relevant for IR reporting
• Proactively monitor daily data load process and inform the stakeholders of the report availability status
• Proactively take note of and respond to user queries for the risk reports
• Able to lead and monitor activities for multiple operational subject areas
• Enhance the existing data quality frameworks to be able to answer common user queries via automated reports
• Review the data quality frameworks to identify areas of improvement (automation etc)
• Maintain, review and constantly update documentation to reflect latest status of BAU functions
• Support testing new functionalities, and platform upgrades to ensure no impact on existing reporting
• Well versed with AGILE methodologies and release management principles

Experience and Qualifications Required

• Experience Range - 6 - 8 yrs
• Strong verbal and written communication skills, strong stakeholder management
• Good attention to detail
• Prior or current experience with Power BI or Tableau or Excel is additional  plus
• Basic understanding of data models, how they are constructed and basic coding concepts
• Understanding of Investment Management or past experience working for or at an Investment/Asset Manager

• Ability to understand, analyse complex data sets, using Excel or other analytical tools
• Good problem solver and ability to adapt to changing requirements or deliverables

Essential Skills

• Well-versed in writing complex SQL (Structured Query Language) statements with multiple joins and optimising skills
• Well versed with database designing concepts and maintenance
• Well versed with any coding language and best practices, experience in Python would be an advantage
• Data Analytics knowledge - Ability to understand, analyse complex data sets
• Strong verbal and written communication skills, strong stakeholder management
• High degree of proficiency in MS Excel (strong knowledge of power pivot, data sorting, filters, etc). Ability to develop complex models and data structures, including macros, will be of advantage
• Managing data from multiple sources in excel, CSV or MS Access like tactical data management solutions
• Good understanding of Data Quality and Data management frameworks
• Ability to work with stakeholders at multiple levels and high degree of comfort in working with ambiguity and under pressure, with the ability to prioritise and manage multiple tasks
• Self-motivated with an eagerness to learn Investment Risk Domain and a positive work ethic
• Good problem solver and ability to adapt to changing requirements or deliverables
• Knowledge of Investment Management domain, Financial Capital markets, Types of Assets, Trading life cycle, Funds management etc.

Desirable Skills

• Development experience Power BI or Python will be an added advantage
• Experience of the asset management industry would be an advantage
• Experience based domain knowledge of Risk management, regulatory compliance or operational compliance functions would be an advantage
• Basic knowledge and know how of Data Science and its application.
• Focussed on providing high level customer service across various geographical areas
• Flexible and adaptable, responds rapidly to changing agendas
• Ability to use good judgement in the use of confidential information
• Clear open communication with a willingness to learn & listen

We are committed to being an inclusive and diverse company to work for and strive to create a culture where flexible working is encouraged so that we retain and attract the best talent by offering working patterns that suit both individual and business needs.