Sr. Manager, Data Analytics and Insights at Fidelity Investments

Westlake, Texas, United States

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

Requirements

  • Bachelor’s degree or equivalent with 5+ years of experience
  • Experience in data analysis, advanced reporting or similar quantitative activities
  • Experience combining large data sets from various sources to aggregate and analyze
  • Ability to build automated, repeatable dashboards and analysis using Tableau or equivalent software
  • Microsoft Office expertise required, particularly with Excel and PowerPoint
  • Experience with data management tools such as SQL, Tableau, Alteryx
  • Familiarity with HR data sources such as workforce data lake, talent and learning data (a plus)
  • Excellent presentation, communication, organization and interpersonal skills
  • Demonstrable track record of building executive-ready reports/presentations that effectively tell the story
  • Curious and confident learner who asks good questions and looks for innovative solutions
  • Strong organizational skills, attention to detail and quality, with high degree of expertise with detailed processes and data
  • Ability to analyze and summarize large quantities of complex, confidential information into impactful insights for senior leaders
  • Ability to manage and prioritize multiple concurrent objectives or activities while meeting deadlines
  • Collaborative, self-motivated and proactive teammate who organizes data and builds reports that answer key anticipated questions

Responsibilities

  • Assess current reporting capabilities and tools to establish & implement a roadmap focused on deeper workforce analytics, streamlined/automated reports, and overall workforce insights
  • Use expertise and insights to diagnose, implement and consult on workforce trends
  • Work closely with other members of the HR team and Enterprise HR to drive key strategic initiatives in support of key business strategies and goals
  • Research, capture and analyze HR data on weekly, monthly, quarterly or ad hoc basis
  • Conduct and present insightful analyses on major trends, challenges and opportunities and build clear and effective visualizations (dashboards, metrics and PowerPoint presentations)
  • Use variety of HR systems, tools and practices to fulfill data requests; build standard and custom executive-ready reports and help to tell the story
  • Conduct frequent audits of HR data and processes
  • Assist and advise HR team on ad hoc requests as well as establishing self-service options
  • Simplify and document HR processes to improve efficiency and results
  • Respond to day-to-day reporting and analytics priorities while still making progress on project work

Skills

Data Analysis
Tableau
SQL
Alteryx
Excel
PowerPoint
HR Analytics
Workforce Analytics
Data Visualization
Dashboard Building
Data Management
Advanced Reporting

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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