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Fidelity Bank · 18 hours ago

Senior Research Services Analyst

Boston, MA

Full-time

Hybrid

Mid, Senior Level

$74K/yr - $141K/yr

Fidelity Bank is a privately held company passionate about making financial expertise broadly accessible. They are seeking a Senior Research Services Analyst to support investment professionals by providing access to valuable external research and improving processes for handling research vendors.

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Responsibilities

Acting as liaison between Investment Professionals and external vendors, leading approvals for research costs and delivering ad hoc spend and/or eligibility data to analysts and management

Supporting investment professional requests for existing research service providers and assisting in appropriate due diligence process with legal and compliance

Partnering with Investment Services colleagues to kick off contract renewal processes for existing research vendors

Running the quarterly research vote cycle including quality checks on data and reporting vote results

Collaborating with IIS Commission Uses, Vendor Administration, Vendor Relations and Market Data teams on eligibility changes and updates, and workflow integrations

Qualification

Client service experienceData analysisFinancial services experienceExcel proficiencyMasters of Library & Information ScienceCommunication skillsAttention to detailInterpersonal skills

Required

Bachelors degree

Customer service or client facing experience

Attention to detail, ability to analyze and synthesize a wide range of data into valuable insights utilizing excel and/or other technology

Strong written and verbal communication skills, strong interpersonal skills

Preferred

Financial services experience

Masters of Library & Information Science, not required but useful

Benefits

Comprehensive health care coverage and emotional well-being support

Market-leading retirement

Generous paid time off and parental leave

Charitable giving employee match program

Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Company

Fidelity Bank

Fidelity Bank is a commercial bank providing services financial sercvices.

Founded in 1974

Atlanta, Georgia, USA

1001-5000 employees

http://www.LionBank.com

Funding

Current Stage

Late Stage

Total Funding

unknown

2018-12-17Acquired

2014-09-01Private Equity

Company data provided by crunchbase