About the position
The Consultant Databases Manager is an integral part of the team that develops and maintains Fidelity's presence in the institutional database landscape. Working alongside internal and external business partners, this role is responsible for coordinating and executing on deliverables that help drive new business into the firm. This role will focus on the Fidelity mutual funds & ETFs, Model Portfolios and Alternative Investments capabilities in addition to other institutional lines of business. The Consultant Databases Manager will partner with the team's data population vendor to ensure the timely and accurate delivery of this data to the institutional marketplace. Being a phenomenal teammate with a positive approach is a must! Coordinating with Investment Product, Technology, Marketing, and other teams to accurately populate Fidelity's firm and product data in third-party and proprietary consultant databases. A key component of the work is analyzing our submissions to ensure a consistent presence and message across all databases. Participating in special projects in support of the broader institutional business, including those related to data aggregation, competitor analysis, and client retention efforts. Working closely with partners in distribution and Proposal Services to review our product presence in support of new business and client retention efforts. Partnering with third-party vendors to develop features that improve data automation and user efficiency. Supervising the monthly and quarterly data population process and identify areas for process improvements and increased efficiencies.
Responsibilities
- Coordinate and execute deliverables to drive new business into the firm.
- Focus on Fidelity mutual funds & ETFs, Model Portfolios, and Alternative Investments.
- Partner with data population vendor for timely and accurate data delivery.
- Analyze submissions for consistent presence and messaging across databases.
- Participate in special projects related to data aggregation and competitor analysis.
- Work with distribution and Proposal Services to support new business and client retention.
- Develop features with third-party vendors to improve data automation.
- Supervise monthly and quarterly data population processes.
Requirements
- Bachelor's or equivalent with 5+ years of experience or Master's with 3+ years of experience.
- Financial services industry experience required.
- Strong knowledge of Microsoft Excel, including formulas and pivot tables.
- Experience using third-party analytic tools, including eVestment Analytics and Morningstar Direct preferred.
- Ability to set and maintain priorities in a multi-task environment.
- Effective quantitative skills to analyze and interpret data.
- Aptitude to quickly learn new technology and software applications.
Benefits
- Comprehensive health care coverage and emotional well-being support.
- Market-leading retirement plans.
- Generous paid time off and parental leave.
- Charitable giving employee match program.
- Educational assistance including student loan repayment and tuition reimbursement.
