Position Description:
Generates analytical and data insights to drive business actions using SQL, Qlik/Tableau, Python, and R. Creates complex, automated analytics solutions using Text Mining and Natural Language Processing (NLP) tools. Extracts and analyzes complex information from large structured and unstructured datasets using data mining and data modeling, NLP, and Machine Learning (ML). Creates and manages Elasticsearch indexes and develops queries using KQL (Kibana Query Language) and DSL (Domain Specific Language). Creates custom visualizations in Kibana and Tableau. Analyzes large volumes of structured and unstructured data in Elasticsearch.
Primary Responsibilities:
Cleans and manipulates large volumes of raw data for analysis by statistical software.
Improves data analytics and insights capabilities using Adobe analytics.
Formulates and applies mathematical modeling and other optimizing methods to develop and interpret information that assists with decision making.
Delivers presentations of mathematical modeling and data analysis to management and other end users.
Oversees daily, weekly, and monthly reporting cycles across analytic environments.
Analyzes large data sets to develop new processes, perform calculations, identify anomalies, and/or product new reporting capabilities.
Mentors junior team members.
Works in a fast-paced environment delivering tactical and strategic technology solutions.
Establishes and project management data analytics and insights projects.
Contributes to the estimation, planning, analysis, design, and development of projects.
Fosters innovative technology solutions to resolve complex business problems.
Education and Experience:
Bachelor’s degree in Computer Science, Engineering, Information Technology, Information Systems, Information Systems Management, or a closely related field (or foreign education equivalent) and six (6) years of experience as a Director, Advanced Data Analytics and Insights (or closely related occupation) performing data analysis and writing code using SQL and Python programming languages.
Or, alternatively, Master’s degree in Computer Science, Engineering, Information Technology, Information Systems, Information Systems Management, or a closely related field (or foreign education equivalent) and four (4) years of experience as a Director, Advanced Data Analytics and Insights (or closely related occupation) performing data analysis and writing code using SQL and Python programming languages.
Skills and Knowledge:
Candidate must also possess:
Demonstrated Expertise (“DE”) generating insights for customer service strategy and customer experience touchpoints by extracting, transforming, and analyzing unstructured and semi-structured data -- text content (call/chat transcripts, social post) and customer-entered feedback (surveys and online tool interactions) -- using Natural Language Processing (NLP), LLM models/algorithms to identifying sentiment, extracting entities, text summarization, and performing text classification; and integrating data from various sources and internal data warehouses by creating standards and repeatable workflows—Elasticsearch, Snowflake, AWS and Oracle -- to process at scale.
DE quantifying and monitoring customer activities across channels by developing customer journeys using data preparation and visualization tools -- Power BI, Tableau, Kibana and Excel; and furnishing actionable insights that enable business decisions through 360-degree customer data mining using Cloud technologies – Elasticsearch, Snowflake, Oracle, and Amazon Web Services (AWS).
DE identifying key trends and customer behaviors that influence business decisions by building hypothesis for mining digital or live channel data in AWS and Snowflake EDL, using SQL, Python, Elasticsearch and Amazon Web Services (AWS) technologies -- Athena, Glue, Sage maker, Kibana, S3, Quicksight, and API Gateway.
DE parsing, summarizing, and visualizing customer journeys across digital or live activities using Python, Tableau, Postman, and API methodologies; tying engagements to financial or operational transactions, using SQL and Python packages; supporting and informing client service strategies by performing statistical analysis, and data extraction, transformation, and summarization within the financial services industry-- using statistical methods (inferential statistics, hypothesis testing, and A/B testing) and data analytics software (Python, SQL, Elasticsearch).
Salary: $161,803.00 - $194,000.00/year.
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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 degree in Computer Science, Engineering, IT, Information Systems, or related field (or foreign equivalent)
- Six years experience as a Director or closely related role performing data analysis and writing code using SQL and Python (or Master's + four years)
- Proficiency in SQL and Python programming
- Proficiency in R
- Experience with Qlik and Tableau for data visualization
- Experience with Elasticsearch, Kibana, KQL and DSL, including creating indexes and custom visualizations
- Expertise in Natural Language Processing, text mining, LLM models, text classification, sentiment analysis, entity extraction, and text summarization
- Experience with Machine Learning model development and deployment
- Experience integrating and processing data at scale using Snowflake, AWS (Athena, Glue, SageMaker, S3, QuickSight, API Gateway), and Oracle
- Experience with Adobe Analytics
- Experience with Power BI, Tableau, Kibana and Excel for customer journey visualization and insights
- Experience with API methodologies and tools such as Postman
- Strong statistical analysis skills (inferential statistics, hypothesis testing, A/B testing)
- Experience mentoring junior team members and managing analytics projects
- Experience working within or supporting the financial services industry
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.
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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
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.
