Senior Manager, Data Analytics & Insights 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 ServicesIndustries

Requirements

  • Bachelor's or equivalent with 5+ years of experience
  • In-depth knowledge 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 interacting with cross-functional partners 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 business decision-making through statistical, econometric modeling, and machine learning techniques
  • Deep understanding of analytical techniques and their application to problem characteristics
  • Strong analytical and problem-solving skills in 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)
  • Ability to acquire data from multiple sources/environments and transform it for analytics
  • Experience conducting advanced cross-channel analytics for holistic customer engagement views
  • Ability to design and implement models to assess marketing impact across channels
  • Ability to map and analyze end-to-end customer journeys for optimization
  • Ability to leverage qualitative data to identify opportunity areas
  • Ability to think on your feet and respond effectively to changing priorities
  • Ability to communicate data through visualization and storytelling

Responsibilities

  • Bring deep analytical expertise to support internal initiatives and projects driving improvements and efficiencies for Fidelity Workplace Investing (WI)
  • Partner to build cross-functional relationships with business and analytics colleagues
  • Provide insights to enable data-driven decisions for strategic objectives
  • Serve as Senior Manager for analytics and insights on improvement initiatives across WI business units
  • Drive analytics, experimentation, and insight generation using platforms for digital interactions and transactions
  • 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 new technologies
  • Develop and deploy analytic solutions for Workplace Investing Data and Analytics

Skills

SQL
Adobe Analytics
Google Analytics
Tableau
data mining
statistical analysis
modeling
network mapping
journey mapping
campaign measurement
Python
R
Machine Learning

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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