Manager, Data Analytics and Insights at Fidelity Investments

Westlake, Texas, United States

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

Requirements

  • Bachelors or equivalent Degree with 4+ years of experience working with business intelligence solutions
  • Passion for using data in creative ways that tell a story and drive an impactful result
  • Knowledge and applied professional experience with one or more BI (Business Intelligence) and analytical tools such as Tableau and Power BI
  • Experience developing practical business insight solutions, providing recommended courses of action, and influencing decision makers
  • Demonstrated experience in analytical thinking, influencing, problem solving, verbal and written communications
  • Experience with data workflow tools, solid understanding of data and database concepts, tools, and technologies
  • Experience serving as a change agent and influencer helping end users adopt innovative approaches to business intelligence and the usage of data
  • Experience and confidence with writing and decoding SQL
  • Takes a consultative approach understanding needs of others and regularly communicating ideas or suggestions in terms that lead to actionable outcomes
  • Using fact-finding, effective questioning techniques, and diagnostic tools to identify and analyze problems
  • Developing and implementing ad-hoc queries to research and understand factors that may be impacting business performance
  • Agile experience, preferred
  • Presentation experience to Senior Leadership, preferred
  • Financial services experience, preferred

Responsibilities

  • Acts as a domain expert who proposes and delivers targeted research and analytics required to support business decision making
  • Participates in multiple projects
  • Builds dashboards using strong business intelligence technical skills
  • Serves as a strong business communicator with senior leaders, sponsors, and peers
  • Collaborates with them to create key findings for moderately sophisticated business problems

Skills

Business Intelligence
Tableau
Power BI
Analytics
Dashboard Development
Analytical Thinking
Data Storytelling
Problem Solving

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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