Are you interested in applying your analytics skills while tapping into knowledge about data sources from across Fidelity’s wide range of businesses and technologies? Do you want to work alongside business associates to generate new insights, build automated workflows, and support improved decision-making?
If so, join our team and take this exciting opportunity to learn about and work with data from across the enterprise. Examples include analyzing detailed client and customer data from Fidelity’s recordkeeping systems. You will also understand how investment products are built and develop analytics on new products like cryptocurrency and trading apps.
The Role
In your role as Senior Manager, Data Analytics & Insights within Fidelity’s Legal, Risk, and Compliance (LRC) group, you will work closely with Fidelity’s Risk team, as well as Audit, Compliance, Legal, and GSI teams. You will also collaborate with customer-facing business units and key data providers to identify areas where data uncovers risk insights. You will participate in every stage of a data analytics project, beginning with defining the business question or hypothesis. You will pinpoint appropriate data sources, collect the necessary data, perform advanced analytics, and share the findings. You will apply data to respond to ad-hoc inquiries and develop data-driven solutions for firm-wide use.
The Expertise and Skills You Bring
Bachelor’s degree or primary degree or equivalent experience, ideally in an analytics or technical field
7+ years of demonstrated experience in data and analytics
Proficient at programming in languages like SQL, Python, and/or R
Analytic expertise working with structured and unstructured data to identify key insights
A proven understanding of ETL tools and processes (Alteryx, Informatica, etc.)
Experience performing data exploration, building business intelligence reports, and developing visualizations (using Power BI or Tableau)
You are skilled at effectively defining use cases and have demonstrated analytical/problem-solving skills with the ability to identify solutions to uncommon and complex problems
Consistent track record communicating insights in a simple, clear, and actionable way
Naturally keen attention to detail, collaborative, and the ability to manage multiple tasks and adapt quickly in a fast-paced environment
Knowledge of the financial services industry, particularly in the brokerage businesses
A passionate can-do attitude to your work
You are dedicated to collaborating across departments to deliver the best outcomes for Fidelity and our customers
Natural intellectual curiosity, initiative, and love for learning new skills and capabilities
Strong interpersonal and communication abilities, capable of cooperating seamlessly with cross-functional business partners
Experience in an Audit, Risk, Compliance, or Security function
The Team
The Data Science, Analytics, and Alts team sits within the broader FI and Quantitative Risk organization. We operate across a diverse set of functions, including analytics, technology, program delivery, and strategy, to provide insight and solutions that help identify, measure, and manage risk.
We partner closely with teams across Risk, the CFO organization, and other business units to deliver scalable, data-informed solutions. Our team is focused on outcomes and value, with a strong emphasis on improving efficiency, enabling better decision-making, and advancing the use of data and technology across the firm.
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, primary degree, or equivalent experience, ideally in analytics or a technical field
- 7+ years of experience in data and analytics
- Proficiency in SQL, Python, and/or R
- Experience analyzing structured and unstructured data
- Understanding of ETL tools and processes, such as Alteryx or Informatica
- Experience with data exploration, business intelligence reporting, and data visualization using Power BI or Tableau
- Strong analytical, problem-solving, and use-case definition skills
- Ability to communicate insights clearly and actionably
- Knowledge of the financial services industry, particularly brokerage businesses
- Experience in Audit, Risk, Compliance, or Security functions
- Strong interpersonal, communication, collaboration, adaptability, attention to detail, initiative, and intellectual curiosity
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.
