Principal IT Data Analyst

Posted Yesterday
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Westlake, TX, USA
In-Office
Senior level
Fintech
The Role
Lead data analysis and engineering efforts: profile, transform, and model large-scale datasets; build cloud data platforms and data lakes; create dashboards and reports; automate workflows; document data lineage; apply NLP/ML techniques; translate business requirements into scalable data solutions; collaborate across stakeholders and deliver Agile-focused analytics projects.
Summary Generated by Built In
Job Description:

Position Description:

Evaluates and validates impacts to data models and datasets and breaks down large initiatives into manageable deliverables following Agile methodologies using Jira and Jira Align. Analyzes, profiles, and transforms datasets to generate actionable insights using SQL and Python. Builds and maintains enterprise data lakes and cloud data platforms using Snowflake. Designs, develops, and maintains dashboards and analytical reports in Tableau and Power BI. Translates data into meaningful insights for stakeholders. Automates business processes using Camunda Modeler and Microsoft Power Platform (Power Automate and Power Apps) to improve operational efficiency and data workflows. Leverages Application Programming Interfaces (APIs) to support data integration, system interoperability, and cross platform data exchange. Gathers and translates business requirements into scalable, high quality data solutions by defining clear use cases, simplifying technical concepts, and developing comprehensive user stories. 

Primary Responsibilities:

  • Collaborates with business partners, and engineering and product teams to convert business requirements into conceptual data models and complex SQL queries.
  • Analyzes large, complex datasets to uncover trends, patterns, and insights that inform business decisions.
  • Communicates findings effectively to both technical and non-technical stakeholders.
  • Documents and understands data lineage from source to consumption, ensuring transparency and traceability.
  • Collaborates cross-functionally to support data-driven decision-making across the organization.
  • Conducts complex projects and participates in Agile project delivery, taking ownership of deliverables and driving progress through incremental development.
  • Develops and implements techniques or analytics applications to transform raw data into meaningful information using data-oriented programming languages and visualization software.
  • Applies data mining, data modeling, natural language processing, and machine learning to extract and analyze information from large structured and unstructured datasets.
  • Visualizes, interprets, and reports data findings.
  • Analyzes, manipulates, and processes large sets of data using statistical software.
  • Cleans and manipulates raw data using statistical software.
  • Identifies business problems or management objectives that can be addressed through data analysis.
  • Analyzes data to inform operational decisions or activities.
  • Determines appropriate methods for data analysis.
  • Prepares analytical reports.

Education and Experience:

Bachelor's degree in Computer Science, Engineering, Information Technology, Information Technology Management, Information Systems, or a closely related field (or foreign education equivalent) and five (5) years of experience as a Principal IT Data Analyst (or closely related occupation) translating complex financial data into actionable business insights in a financial services environment. 

Or, alternatively, Master's degree in Computer Science, Engineering, Information Technology, Information Technology Management, Information Systems, or a closely related field (or foreign education equivalent) and three (3) years of experience as a Principal IT Data Analyst (or a closely related occupation) translating complex financial data into actionable business insights in a financial services environment.

Skills and Knowledge:

Candidate must also possess:

  • Demonstrated Expertise (“DE”) designing and developing data services across the data lifecycle using Power Designer, Collibra, Snowflake, Amazon Web Services (AWS), Teradata, BigQuery, Python, and Oracle; and developing data workflows using python and SQL.  
  • DE designing and implementing data models to map and consolidate information from multiple enterprise databases; ensuring scalability and adherence to best practices-- using Power Designer to generate data models, using Collibra to define data glossary terms and lineage; and using Visio to create dataflow and system diagrams. 
  • DE analyzing and profiling large-scale data sets comprising 300 to 450M data features to detect trends and generate statistics and patterns, using SQL across the data lifecycle; designing, implementing and validating data movement; and performing data consumption using visualization tools (Power BI and Tableau). 
  • DE identifying matching platforms and their respective referential matching and entity resolution approaches using Verato and Reltio.

#PE1M2

#LI-DNI

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:Information Technology

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, IT Management, Information Systems (or foreign equivalent) and 5 years' relevant experience OR Master's degree and 3 years' relevant experience
  • Demonstrated expertise designing and developing data services across the data lifecycle using Power Designer, Collibra, Snowflake, AWS, Teradata, BigQuery, Python, and Oracle
  • Strong SQL and Python skills for analyzing, profiling, transforming, and processing large datasets (300M+ features)
  • Experience building and maintaining enterprise data lakes and cloud data platforms (Snowflake, AWS, BigQuery, Teradata)
  • Experience designing and maintaining dashboards and analytical reports in Tableau and Power BI
  • Experience with data lineage, data modeling, and metadata/governance tools (Collibra, Power Designer) and creating dataflow/system diagrams (Visio)
  • Experience with workflow automation tools including Camunda Modeler and Microsoft Power Platform (Power Automate, Power Apps)
  • Experience integrating systems via APIs and implementing data movement and consumption pipelines
  • Experience with entity resolution and referential matching platforms such as Verato and Reltio
  • Experience translating complex financial data into actionable business insights within a financial services environment
  • Familiarity applying data mining, NLP, and machine learning techniques to structured and unstructured datasets
  • Experience working in Agile environments and using Jira and Jira Align to break down deliverables and manage work

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.

  • 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.
  • 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.
  • 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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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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