Analyst, Audit Data Analytics & Insights

Posted 9 Hours Ago
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Merrimack, NH, USA
In-Office
Junior
Fintech
The Role
Analyze enterprise data to identify risks and deliver actionable insights for Audit, Risk, Compliance, Legal, and business teams. Responsibilities include defining analytical questions, sourcing data, performing advanced analysis, creating visualizations and business intelligence reports, developing automated workflows and scalable tools, and communicating findings. The role also supports audits, investigations, special projects, and cross-functional initiatives involving automation and machine learning.
Summary Generated by Built In

Fidelity will not provide immigration sponsorship for this position.

Job Description:


Are you interested in applying your analytics skills while utilizing knowledge about data sources from across Fidelity’s varied businesses and technologies? Do you want to work closely with business partners to deliver new insights, develop automated workflows, and improve their decision-making capabilities?

If so, join our team and embrace this exciting and unique opportunity to learn about and interact with data from across the enterprise, with some examples including analyzing detailed client and customer data from Fidelity’s recordkeeping systems, understanding how investment products are built, and developing analytics about new products and offerings (such as cryptocurrency, new trading apps, etc.).

The Role

As an Analyst, Data Analytics and Insights in Fidelity’s Legal, Risk, and Compliance (LRC) organization, you will play a key role working closely with members of Fidelity’s Audit team (as well as Risk, Compliance, Legal and GSI), customer-facing business units, and key data providers to find opportunities where data can provide insight into risk. You will participate in all phases of a data analytics project lifecycle – from framing the business question/hypothesis, identifying the appropriate data sources, sourcing the relevant data, performing sophisticated analytics, and reporting on the results. You will use data to answer ad-hoc questions and develop data-centric solutions that will be deployed to users throughout the firm.

The Expertise and Skills You Bring
  • Bachelor’s or Master’s degree, ideally in an analytics or technical field
  • 2 to 3 years’ experience working with data in relational databases (SQL Server, Oracle, DB2, Snowflake).
  • 1 year of software development experience using languages such as COBOL, Java, .NET, Python, R, etc.
  • Experience performing data exploration, building business intelligence reports and developing visualizations (using OBIEE, Power BI, or Tableau).
  • Familiarity with cloud processing and data storage environments (AWS, Azure, other SAAS solutions).
  • A solid understanding of ETL tools and processes (Alteryx, Informatica, SSIS, etc.).
  • You are skilled at effectively defining use cases and have proven analytical/problem-solving skills with capability to determine solutions to unusual and complex problems.
  • Proven track record communicating insights in a simple, clear, and actionable way.
  • Inherently good attention to detail, collaborative, and ability to multi-task and adapt quickly in a fast-paced environment.
  • Knowledge of the financial services industry, particularly in the workplace savings, retail, and institutional businesses.
  • A passionate can-do attitude to your work.
  • You are committed to cross-functional teamwork to achieve the best results for Fidelity and for our customers.
  • Natural intellectual curiosity, initiative, and love for learning new skills and capabilities.
  • Outstanding interpersonal/communication skills and a willingness to participate in Scrum teams.
  • Experience in an Audit, Risk, Compliance or Security function.
The Value You Deliver
  • Continuously improving data analytics and insights capabilities and spreading that knowledge and expertise throughout the organization
  • Delivering data-driven and useful insights to enable objective and informed decisions
  • Developing new solutions and tools that risk professionals will use to proactively identify risk across the firm
  • Participating on audits, investigations, or other special projects that benefit from your subject matter expertise
  • Working across LRC teams to find opportunities where data analytics, automation, or machine learning can reduce manual processing and drive scale and efficiency

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:Business Analytics and Insights

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Skills Required

  • Bachelor's or Master's degree, ideally in analytics or a technical field
  • 2 to 3 years of experience working with data in relational databases
  • Experience with SQL Server, Oracle, DB2, or Snowflake
  • At least 1 year of software development experience using COBOL, Java, .NET, Python, R, or similar languages
  • Experience performing data exploration, building business intelligence reports, and developing visualizations
  • Experience with OBIEE, Power BI, or Tableau
  • Familiarity with cloud processing and data storage environments such as AWS or Azure
  • Solid understanding of ETL tools and processes, including Alteryx, Informatica, or SSIS
  • Strong use-case definition, analytical, problem-solving, and decision-making skills
  • Ability to communicate insights clearly and actionably
  • Knowledge of the financial services industry
  • Experience in an Audit, Risk, Compliance, or Security function
  • Strong interpersonal, communication, collaboration, attention-to-detail, multitasking, and adaptability skills
  • Willingness to participate in Scrum teams

Fidelity Investments Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.

  • Retirement Support — Retirement contributions and benefits are frequently highlighted as a strong part of the total rewards package. Employer retirement support is seen as materially enhancing overall compensation.
  • Strong & Reliable Incentives — Profit sharing and bonuses are commonly described as valuable additions to pay. These incentives help the total compensation feel more competitive even when base salaries are viewed as moderate.
  • Healthcare Strength — Health coverage is often called out as a positive aspect of the benefits package. Access to solid healthcare benefits contributes to satisfaction with total compensation.

Fidelity Investments Insights

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The Company
HQ: Boston, MA
58,848 Employees
Year Founded: 1946

What We Do

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.

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