Co-Op, Data Analyst

@ Fidelity Brokerage Services LLC

Fidelity Brokerage Services LLCfidelitybrokerageservicesllc.com

Co-Op, Data Analyst

Boston, MA

Posted 5 days ago

About the job

Join a data science team focused on using AI and ML to improve customer financial wellbeing through personalized systems, in a fast-paced financial services environment.

Requirements

Pursuing degree in CS, Data Science, Math
Strong Python skills (pandas, NumPy, scikit-learn)
Understanding of ML concepts
Curiosity about finance and wealth management

Qualifications

Experience with AI/ML and LLM prompt engineering
Knowledge of agentic AI or reasoning frameworks
SQL and large dataset experience
Strong communication and problem-solving skills

Full job description

Job Description:

The Role

Are you a current undergraduate or graduate student looking for a 6 month co-op opportunity to work across diverse data sources (e.g., customer attributes, transactional history, digital activity, phone call recordings, research surveys, etc.) to uncover key patterns to drive strategic decisions? Are you ready to translate data into insights that drive business decisions? If yes, come join a world-class analytics and research team and work in agile way to help teams create the best customer experiences in the Financial Services industry.

Join a Data Science team within the AI Center of Excellence focused on using AI to improve customer financial wellbeing. We combine advanced machine learning with deep financial planning expertise to build highimpact systems for personalized engagement, opportunity detection, and taxefficient financial optimization.

What You’ll Do

Build, refine, and evaluate ML models for recommendations and financial insights.

Support development of agentic AI systems that identify customer financial opportunities.

Run experiments, conduct model diagnostics, and analyze performance.

Collaborate with data scientists, ML engineers, and financial planning specialists.

What We’re Looking For

Required

Pursuing a degree in CS, Data Science, Statistics, Applied Math, Finance/FinTech, or similar

Strong Python skills (pandas, NumPy, scikitlearn)

Solid understanding of core ML concepts

Curiosity about financial planning and wealth management

Preferred

Experience with classical AI/ML and LLM prompt engineering

Exposure to agentic AI or reasoning frameworks

SQL and largedataset experience

Strong communication and problemsolving skills

What You’ll Gain

Handson work with real AI systems used across Wealth & Brokerage

Experience blending ML with financial planning logic

Mentorship from AI experts and financial domain specialists

A portfolio of impactful, productionoriented AI projects

The base salary range for this position is $39 - $70 per hour.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.