Senior Manager, Data Analytics at Fidelity Investments

Covington, Kentucky, United States

Fidelity Investments Logo
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
NoVisa
Financial Services, Real EstateIndustries

Requirements

  • Bachelor’s degree required
  • 7+ years of experience in analytics, enterprise data strategy, or data engineering
  • Proven ability to design, build, and maintain scalable data solutions for reporting, forecasting, and operational insights
  • Strong proficiency in SQL and Snowflake, including creating and managing tables/views in a cloud-based environment; familiarity with data governance
  • Skilled in structuring datasets for scalable analytics and reporting
  • Hands-on experience with PowerBI dashboard development and performance optimization
  • Ability to manage multiple high-impact initiatives simultaneously while maintaining accountability and attention to detail
  • Strong communication and stakeholder engagement skills, with the ability to translate technical concepts into business insights
  • Ability to craft compelling stories from data, turning complex analytics into clear, actionable insights
  • Strategic and analytical thinker with a track record of turning data into actionable recommendations for executive decision-making
  • Collaborative and adaptable, thriving in ambiguous, project-based environments with multiple priorities

Responsibilities

  • Use data and analytics to influence key decisions and drive space planning strategies
  • Design, refine, and maintain data that powers Fidelity’s space planning and allocation efforts
  • Improve data quality, integrate new sources, and partner with Corporate Services Technology to enhance availability and reliability
  • Provide insights that inform actionable recommendations to optimize and align space with business needs
  • Enable a connected, data-driven approach to space planning

Skills

SQL
Snowflake
PowerBI
data engineering
data governance
analytics
dashboard development
data modeling
stakeholder engagement
forecasting

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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