Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Senior Data Analyst, you will be working closely with members of Fidelity’s Technology Risk functions to use data to 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 answer ad-hoc questions and develop data-centric solutions that will be utilized across the Risk organization.
The Expertise and Skills you Bring
- Bachelor’s or Master’s degree, ideally in data analytics or similarly technical field
- Strong proficiency in querying, analyzing, and managing data within relational database environments, including SQL Server, Oracle, Snowflake, and DB2
- Advanced proficiency and demonstrated expertise with business intelligence and visualization tools such as Alteryx, Tableau, and Excel
- Demonstrated technical ability of data exploration and visual analytics concepts
- Outstanding interpersonal/communication skills and ability to summarize and present results to different audiences in a clear and concise manner
- Exceptional attention to detail, willingness to collaborate, and ability to multi-task and adapt quickly in a fast-paced environment
- Proven ability to design, develop, and optimize workflows and applications using Microsoft PowerApps and Power Automate to enhance process efficiency
- Experience in applying AI/Machine Learning techniques to solve business problems preferred
- Strong analytical skills and exceptional attention to detail
- Excellent verbal and written communication skills
- Deep understanding of how to apply data visualization to business problems and present data in a clear, concise manner
- Proven analytical/problem-solving skills with capability to determine solutions to unusual and complex problems
The Team
You will be part of the Data Analytics team within ETRA. The team plays a critical support role for the business unit technology risk teams. You will help answer complex business questions and tell a story through the creative use of data analytics and visualization. Technology Risk teams rely on data analytics to assist with daily efforts, automate manual processes, and keep dashboards and tools updated and running smoothly.
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.
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 in data analytics or a similarly technical field
- Strong proficiency querying, analyzing, and managing data in relational databases (SQL Server, Oracle, Snowflake, DB2)
- Advanced proficiency with Alteryx, Tableau, and Excel
- Demonstrated technical ability in data exploration and visual analytics concepts
- Outstanding interpersonal and communication skills; ability to summarize and present results to varied audiences
- Exceptional attention to detail, collaboration, multi-tasking, and adaptability in a fast-paced environment
- Proven ability to design, develop, and optimize workflows and applications using Microsoft PowerApps and Power Automate
- Experience applying AI/Machine Learning techniques to solve business problems
- Strong analytical and problem-solving skills to determine solutions to unusual and complex problems
- Deep understanding of applying data visualization to business problems and presenting data clearly
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.
