Manager, Data Analytics and Insights at Fidelity Investments

Smithfield, Rhode Island, United States

Fidelity Investments Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
NoVisa
Financial ServicesIndustries

Requirements

  • Bachelor's or equivalent with 5+ years of experience
  • In-depth knowledge in a variety of analytics techniques including profiling, data mining, modeling, statistical analysis, network and journey mapping, and campaign measurement
  • Experience working with data environments and strong knowledge of SQL to create, manipulate, and transform large datasets
  • Working experience with Adobe Analytics or equivalent platforms like Google Analytics
  • Working experience with Tableau or equivalent data visualization tools
  • Experience in interacting with cross-functional partners within the organization and crafting presentations that convey the data narrative
  • Financial industry experience (a plus)
  • In-depth knowledge of statistical and Machine Learning methods and approaches (a plus)
  • Proficiency in Python or R (a plus)
  • Passion for leveraging data to drive better business decision-making through statistical, econometric modeling, and machine learning techniques
  • Deep understanding of analytical techniques and how they can be applied to address particular problem characteristics
  • Strong analytical and problem-solving skills, particularly in the areas of strategy development, business analysis, risks, and opportunity assessment
  • Working knowledge of analytic technology software, platforms, and languages (e.g., SQL, R, Python, Tableau, PowerBI, Adobe Analytics)
  • Experience conducting advanced cross-channel analytics to provide a holistic view of customer engagement across digital and offline touchpoints
  • Experience designing and implementing models to accurately assess the impact of marketing efforts across channels
  • Ability to map and analyze end-to-end customer journeys to uncover opportunities for optimization and improved user experience
  • Ability to leverage qualitative data to identify opportunity areas
  • Ability to think on your feet and respond effectively when priorities change
  • Ability to communicate data through data visualization and storytelling

Responsibilities

  • Serve as Manager for analytics & insights work on various improvement initiatives across Workplace (WI) business units
  • Drive leading-class analytics, experimentation, and insight generation, harnessing underlying platforms that collect and deliver millions of interactions and transactions across digital channels
  • Partner to build cross-functional relationships with business and analytics colleagues
  • Provide insights to enable Workplace Investments to make data-driven decisions to meet strategic objectives
  • Develop and deliver analytical data and insights to solve business problems
  • Enable partner stakeholders to make objective, informed decisions
  • Provide opportunities for innovation through analytics capabilities and implementation of new technologies

Skills

Key technologies and capabilities for this role

SQLAdobe AnalyticsGoogle AnalyticsTableaudata miningstatistical analysismodelingnetwork mappingjourney mappingcampaign measurementPythonRMachine Learning

Questions & Answers

Common questions about this position

What experience level is required for this role?

A Bachelor's or equivalent with 5+ years of experience is required.

What key technical skills are needed for this position?

The role requires in-depth knowledge of analytics techniques including profiling, data mining, modeling, statistical analysis, network and journey mapping, and campaign measurement; strong SQL skills for handling large datasets; experience with Adobe Analytics or equivalent and Tableau or equivalent visualization tools.

Is Python or R experience required?

Proficiency in Python or R is listed as a plus, not a requirement.

What soft skills are important for this manager role?

Experience interacting with cross-functional partners and crafting presentations that convey the data narrative is essential, along with strong analytical and problem-solving skills.

Is the position remote or does it require office presence?

This information is not specified in the job description.

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters
1946Year Founded
$120,238.8MTotal Funding
DEBT_FINANCINGCompany Stage
Fintech, Financial ServicesIndustries
10,001+Employees

Benefits

Health Insurance
Mental Health Support
Hybrid Work Options
401(k) Retirement Plan
401(k) Company Match
Unlimited Paid Time Off
Parental Leave
Student Loan Assistance
Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.
Increased competition from Vanguard's new division could draw clients away from Fidelity.
Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.
Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.
Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.
Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.
Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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