Manager, Quality Improvement and Analytics 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

  • Bachelor’s degree with 5+ years of relevant experience
  • Programming skills (Python/R) or experience with analytics/automation tools such as Alteryx, Power BI and Power Automate
  • Demonstrated knowledge of one or more operational improvement frameworks, methodologies or toolkits such as Lean, Six Sigma or Business Process Reengineering
  • Experience in taking risks and learning from failures
  • Outcome orientation, commitment to continuous improvement with a growth mindset
  • Strong relationship building, interpersonal and influencing skills to achieve stay aligned with key business partners
  • Ability to work in a fast-paced environment
  • Competencies: Leadership (self-starter, challenge status quo, try new things, work independently); Information Gathering (creatively collect from variety of sources, narrow down critical pieces); Analysis & Synthesis (analyze/synthesize info, provide business insights, actionable recommendations); Process Modeling (facilitate/document process mapping, identify issues, foster solutions); Problem Solving (comfortable with ambiguity, simplify complex problems, creative/practical solutions); Communication (effective to foster transparency/collaboration, build relationships); Technical Proficiency (quickly learn new tools/applications/systems)

Responsibilities

  • Provide analytical and process improvement support for quality improvement initiatives across Fidelity Charitable, considering people, process, and technology
  • Analyze and synthesize data from a variety of sources, document processes and issues, offer new and innovative solutions, and implement improvements that deliver business value
  • Collect and analyze quality and operational control data, synthesize findings, formulate and present recommendations
  • Produce actionable oversight reporting for leaders
  • Use standard methodologies to conduct root cause analysis, formulate cogent problem statements, and quantify opportunities
  • Create process maps to realize significant business results
  • Develop and revise processes, procedures, presentations, and lessons learned ensuring final deliverables meet standards for order, clarity, conciseness, style, and terminology
  • Assist management in implementing process improvements, developing implementation plans, preparing training materials, monitoring implementation, and recommending refinements
  • Continuously improve one’s own skills and competencies to become a respected partner across the organization
  • Develop and maintain relationships to foster alignment, collaboration, and the sharing of best practices

Skills

Python
R
Alteryx
Power BI
Power Automate
Lean
Six Sigma
Business Process Reengineering
Process Modeling
Data Analysis

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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