Senior Manager, Advanced Data Analytics and Insights

Posted Yesterday
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Durham, NC, USA
In-Office
Senior level
Fintech
The Role
Lead design and development of data analytics solutions: build and optimize Python and complex SQL pipelines on Snowflake/Oracle, manage ELT/ETL, create Atscale/Power BI/Tableau data models and dashboards, ensure QA and documentation, liaise with business partners, and advise on architecture, risk, and technical strategy for finance-focused analytics initiatives.
Summary Generated by Built In
Job Description:

Position Description:

Develops, debugs and supports Python, complex SQL on Snowflake (AWS) and Oracle. Optimizes performance for large data sets. Manages ELT/ETL pipelines. Creates Data models in Atscale, Power BI and Tableau for reporting and analytics. Builds, updates and maintains technical documentation for software-based projects and products. Interacts effectively with business partners to understand requirements and assist in creation of technical requirements. Translates the vision for divisional initiatives into business solutions by developing complex or multiple software applications and conducting studies of alternatives. Works closely with architects to design most viable products for future solutions and benefits. 

Primary Responsibilities:

  • Participates in architecture design teams.
  • Defines and implements application-level architecture.
  • Develops applications on complex projects, components, and subsystems for the division.
  • Recommends development testing tools and methodologies and reviews and validates test plans.
  • Responsible for QA readiness of software deliverables.
  • Develops comprehensive documentation for multiple applications or subsystems.
  • Establishes full project life cycle plans for complex projects across multiple platforms.
  • Responsible for meeting project goals on-time and on-budget.
  • Advises on risk assessment and risk management strategies for projects.
  • Plans and coordinates project schedules and assignments for multiple projects.
  • Acts as a primary liaison for business units to resolve various project/technology issues.
  • Provides technology solutions to daily issues and technical evaluation estimates on technology
  • Advises senior management on technical strategy.
  • Performs independent and complex technical and functional analysis for multiple projects

supporting several divisional initiatives.

  • Develops original and creative technical solutions to on-going development efforts.

Education and Experience:

Bachelor’s degree in Computer Science, Engineering, Information Technology, Information Systems, or a closely related field (or foreign education equivalent) and five (5) years of experience as a Senior Manager, Advanced Data Analytics and Insights (or closely related occupation) designing and developing applications for a finance environment -- Assets & flows, Profitability, Expenses, Revenue, Tax and Treasury, and Technology Business Management. 

Or, alternatively, Master’s degree in Computer Science, Engineering, Information Technology, Information Systems, or a closely related field (or foreign education equivalent) and three (3) years of experience as a Senior Manager, Advanced Data Analytics and Insights (or closely related occupation) designing and developing applications for a finance environment -- Assets & flows, Profitability, Expenses, Revenue, Tax and Treasury, and Technology Business Management.

Skills and Knowledge:

Candidate must also possess:

  • Demonstrated Expertise (“DE”) building universal semantic layers and complex data models in Atscale and Power BI desktop using multiple data sources -- Snowflake, Oracle, and SQL Server; building composite models using Assets and Flows, profitability, revenue, expense and UID critical data; and scaling data models by bridging data and decision-making functions using Python scripts.  
  • DE designing and building Enterprise standard security process for universal semantic layer (Atscale) common to Power BI, Tableau, and Portal; designing large data sets and implementing pre-aggregations, using Snowflake's data modeling patterns to avoid data wrangling and inaccuracies; and processing data into analytics and reports for real-time insights using Azure analytics, Power BI, and Tableau. 
  • DE implementing ETL/ELT using python snowsql on Snowflake (AWS), and adhering the enterprise standards and solutions; designing and implementing solution architecture for the business functions using Devops tools -- Git, Jenkins, Udeploy and CNTLM; completing data analysis for the end-to-end data life cycle -- using advanced SQL, modeling (multi-dimensional cubes), mapping, transformation, and distribution using Snowflake, AWS, Azure and Python; and performing impact analyses, reporting, visualization, and dashboard creation using Power BI and Tableau. 
  • DE adhering to Agile methodologies to review and plan the deliverables within prescribed time frames for current and future sprints; utilizing API calls to analyze technology solutions for supporting model deployment and integration in Cloud and on-premises environments, and building model deployment and integration workflows.

#PE1M2

#LI-DNI

Certifications:

Category:Data 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 degree in Computer Science, Engineering, IT, Information Systems (or foreign equivalent) and 5 years experience in Senior Manager Advanced Data Analytics and Insights or related role in finance
  • Or Master's degree in Computer Science, Engineering, IT, Information Systems (or foreign equivalent) and 3 years experience in Senior Manager Advanced Data Analytics and Insights or related role in finance
  • Demonstrated expertise building universal semantic layers and complex data models in Atscale and Power BI using Snowflake, Oracle, and SQL Server as sources
  • Advanced Python scripting for data processing, ETL/ELT implementation (including snowsql) on Snowflake (AWS) and large data set performance optimization
  • Advanced SQL skills and experience with Snowflake data modeling patterns, multi-dimensional modeling/cubes, mapping, transformation and distribution
  • Experience designing and implementing enterprise security for universal semantic layers (Atscale) and integration with Power BI and Tableau
  • Experience with Azure analytics, Power BI, Tableau for reporting, visualization and real-time insights
  • Familiarity with DevOps tools and CI/CD for data solutions: Git, Jenkins, Udeploy, CNTLM
  • Proven experience designing solution architecture, participating in architecture teams, and delivering complex projects on-time and on-budget
  • Experience working in finance domain analytics (assets & flows, profitability, expenses, revenue, tax, treasury, Technology Business Management)
  • Adherence to Agile methodologies, QA readiness, documentation, impact analysis, and API-based model deployment/integration in cloud and on-prem environments

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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