Job Title: Analyst, Data Analytics and Insights
The Purpose of the Role.
This role is part of the Analytics Research & Data (ARD) business unit. As a Lead, you will combine strong technical expertise with a deep understanding of the business to enable data‑driven decision‑making at Fidelity. Your insights will directly shape strategic initiatives, influence key business outcomes, and support long‑term growth.
The Value You Deliver
- Partner closely with business stakeholders to develop analytical insights that inform, optimize, and influence business strategy.
- Analyze complex datasets to uncover the “why” behind trends and patterns, translating findings into actionable recommendations that drive informed decision‑making.
The skills that are key to this Role
- Strong proficiency in SQL and Snowflake for data extraction, analysis, and validation.
- Expertise in creating compelling, executive‑ready data visualizations using tools such as Power BI and Tableau.
- Ability to tell clear, impactful data stories that surface insights, opportunities, and risks.
- Skilled in translating business questions into testable hypotheses and validating them through experimentation or advanced analytics.
- Demonstrated critical thinking and structured problem‑solving capabilities, with the ability to address the “so what” and “what if,” and recommend decisive actions.
- Excellent communication and presentation skills, capable of conveying complex analytical insights clearly and concisely to varied audiences.
- Proven ability to collaborate cross‑functionally, working effectively with diverse teams to align outcomes with organizational and customer goals.
- High curiosity, strong ownership mindset, and a commitment to continuous learning and improvement.
The Expertise We Are Looking For
- 3.5+ years of relevant analytics experience delivering measurable business impact through data‑driven insights, with advanced SQL proficiency.
- Deep experience in KPI development, reporting, and dashboarding, including executive‑level reporting using Tableau or Power BI.
- Bachelor’s degree in Economics, Statistics, Finance, or a related STEM field required; MBA or MS preferred.
How Your Work Impacts the Organization
Analytics Research & Data (ARD) is a forward‑looking insights organization focused on anticipating client needs and predicting future behaviors through data, analytics, customer research, and AI‑driven solutions. As part of ARD, your work will play a critical role in shaping Fidelity’s future—enhancing client experiences, enabling smarter decisions, and building enduring customer relationships.
Certifications:Category:Business Analytics and InsightsFidelity 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.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
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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.
