Note: Fidelity will not provide immigration sponsorship for this position.
Position Description:
Develops, implements, and deploys analytic solutions to drive actionable intelligence, transformative insights, automation, and effective control in support of business units, clients, and the enterprise. Designs and builds dashboards and reports using Power BI and Tableau to deliver clear and actionable insights. Conducts advanced analytics including trend analysis, segmentation, and predictive modeling using Python to identify growth opportunities and mitigate risks. Extracts and integrates data from multiple environments including SQL databases, Snowflake, and Alteryx workflows to create unified datasets for analysis. Utilizes analytic tools including Alteryx for data preparation, SQL and Snowflake for querying and data integration, Python for statistical modeling, and Power BI and Tableau for dashboard development.
Primary Responsibilities:
Defines and leads enterprise-level data strategy and analytics initiatives.
Delivers actionable analytics to optimize performance and scale growth.
Develops scalable data science solutions for enterprise-level challenges and applies advanced modeling techniques to complex datasets.
Supports strategy development, business analysis, risk evaluation, and opportunity assessment.
Advises teams on best practices in experimentation and model validation.
Advises senior leadership on data-driven decision-making.
Delivers ad hoc analyses and strategic insights to support initiatives in client reporting and product performance.
Develops strong partnerships with business stakeholders to understand reporting needs and strategic objectives.
Implements innovative solutions by leveraging emerging technologies and automation to improve data accessibility and efficiency.
Promotes data democratization by developing self-service tools and templates that empower business partners to access and interpret data independently.
Mentors junior analysts.
Performs independent and complex technical and functional analysis for multiple divisional initiatives.
Develops innovative insights to support strategic business goals.
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, Data Analytics and Insights (or closely related occupation) performing advanced data analytics and visualization in a client reporting and business intelligence domain.
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, Data Analytics and Insights (or closely related occupation) performing advanced data analytics and visualization in a client reporting and business intelligence domain.
Skills and Knowledge:
Candidate must also possess:
Demonstrated Expertise (“DE”) performing data extraction, transformation, cleansing, and data quality checks using SQL, Snowflake, Adobe Analytics, and Alteryx; and automating workflows and Extract, Transform, Load (ETL) processes, as well as integrating datasets with 100,000 + rows of data from multiple sources, using Alteryx.
DE translating business requirements into technical specifications using PowerPoint, and creating prototypes for reporting solutions using Figma, Power BI, or Tableau; developing interactive dashboards and visualizations as well as designing client reporting solutions, using Power BI; and advancing stakeholder decision‑making by applying visualization best practices, using Power BI and Tableau.
DE conducting statistical analysis using Python; performing predictive modeling and forecasting using Python; and executing segmentation and trend analysis using Python.
DE generating customized reports and client insights using SQL and PowerBI; creating customized dashboards for dynamic business needs using Power BI; and monitoring Key Performance Indicators (KPIs) and enhancing performance metrics, using Power BI.
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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 degree in Computer Science, Engineering, IT, Information Systems or related field plus 5 years in senior data analytics and visualization roles (or Master's + 3 years)
- Demonstrated expertise with SQL and Snowflake for querying and data integration
- Proven experience using Alteryx for data extraction, transformation, cleansing, automation, and ETL workflows (handling 100,000+ rows)
- Experience conducting statistical analysis, predictive modeling, forecasting, segmentation, and trend analysis using Python
- Designing and building interactive dashboards and client reporting solutions using Power BI and Tableau
- Experience translating business requirements into technical specifications and creating prototypes using PowerPoint and Figma
- Experience delivering actionable analytics, enterprise-level data strategy, and advising senior leadership on data-driven decisions
- Experience developing scalable data science solutions and applying advanced modeling techniques to complex datasets
- Experience generating customized reports and monitoring KPIs using SQL and Power BI
- Experience mentoring junior analysts and performing independent complex technical and functional analysis
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.
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