Brian Tong

Fidelity Fund Investment Operations - Investment Analytics Associate @Fidelity Investments

Dallas, TX, US
MOBILE NUMBERS
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WORK HISTORY

Jun 2023 — Present

Fidelity Fund Investment Operations - Investment Analytics Associate @Fidelity Investments

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TX, US

Manage databases of yield curve for 44 currencies, portfolios and securities to support trading, research, performance, compliance, and other functions• Develop and implement the idea for Yield Curve Data Quality Check process improvement, resulting in a daily time saving of 30 minutes• Validate security-level data, conducting high-level trend and coverage analysis of top 50 lists for USA securities by market value• Support to aggregate Equity Portfolio Characteristics monthly process for 2688 Fidelity funds and 1764 constituent level indices aggregation• Utilize Bloomberg, FactSet, RIMES, and other vendor tools to acquire data for equities, bonds, leveraged loans, and other financial instruments• Coordinate the transition of data ownership to leverage business unit expertise and ensure consistent standards of quality• Support business partner requests by providing data analysis and solutions for issues or unique product requirements• Provide helpdesk support, and project management routines related to the financial measures data subject area

EDUCATION

2020 — 2022

The University of Texas at Dallas

Bachelor's degree

2024 — 2026

Georgia Institute of Technology

Master of Science - MS

2018 — 2020

Dallas College

Associate's degree

ABOUT BRIAN TONG

Dedicated to mastering the art of financial data analytics, Brian is a passionate…

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Brian Tong — Fidelity Fund Investment Operations - Investment Analytics Associate at Fidelity Investments in Dallas, TX, US | Unifers