17 days old

Senior Financial/Data Analyst (#1984)

Frisco, TX 75034
  • Job Code
  • Payrate
    $35 To $45

Randstad Technologies has an immediate need with our long-standing end customer, a leading Financial Services company in Westlake TX.

6-12 month engagement to work on site in Westlake. Strong possibility of extension to a longer term engagement.

Onsite interview required so must be local or willing/able to interview in person with short (2-3 days) notice

Required Skills:

  • 8 years experience in Finance, IT, or other professional capacities
  • 4+ years Data development and Analyst experience using SQL; ability to traverse diverse content sets
  • Advanced Excel
  • Proficient VBA and Access
  • Highly analytical with the ability to perform complex calculations and identify anomalies before analytics are published.
  • Strong understanding of portfolio aggregation and outlier methodologies.
  • Knowledge of securities, corporate actions, financial statement analysis, street estimates, pricing and performance data.

Preferred Skills:

  • A Bachelor's degree in finance, mathematics, accounting, engineering, or computer science preferred.
  • Progress towards a Master's degree, and/or CFA Charter is strongly desired
  • Investment analytics experience, preferably in a portfolio analytics function of an asset management company or major index provider.

Responsibilities:The Investment Analytics Services Team provides analytic solutions and data management services to clients across Fidelity Asset Management.

This role is part of a specialized team that will strategize the expansion of our investment analytics offering and portfolio reporting capabilities across a diverse spectrum of asset management advisors and downstream channels within Fidelity.

Members of this team also provide data management services and operational support to facilitate the timely and accurate distribution and reporting of investment analytics associated with portfolio and benchmark characteristics that deliver investment intelligence used directly as part of the client marketing and guidance functions within distribution channels.

  • Derive Equity and Bond characteristics using industry standard aggregation methodologies.
  • Identify, research, and resolve all issues related to internally generated or vendor-supplied data to ensure superior data quality.
  • Perform business analysis to establish full project life cycle plans for complex investment analytics needs, define project scope, and understand system and technology challenges.
  • Develop recommendations that address complex business needs and opportunities.
  • Oversee daily and monthly production reporting cycles of fundamental portfolio and benchmark characteristics. Ensure all required input data is available, analytic jobs run successfully, statistical output is accurate, and reports are properly generated.
  • Respond to ad-hoc data analysis requests in support of client marketing and guidance from downstream distribution channels.
  • Consult with internal and external business partners to provide comprehensive investment analytics solutions.


  • Information Technology

Randstad utilizes a technology-driven focus with a human touch to provide better staffing and business solutions to organizations around the world. Our team of experts match professionals with available career opportunities in a variety of fields.

Featured Jobs

Career News

Share this job:

Senior Financial/Data Analyst (#1984)

Randstad Technologies
Frisco, TX 75034

Share this job

Senior Financial/Data Analyst (#1984)

Randstad Technologies
Frisco, TX

Separate email addresses with commas

Enter valid email address for sender.

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast