Fidelity Investments
Manager, Advanced Data Analytics and Insights
Smithfield, RI
May 16, 2025
Full Job Description

Job Description:

Are you passionate about using your analytical skills to derive insights and drive business strategy and success? Are you intrigued by being able to formulate the full picture by tying together seemingly disparate data points from multiple sources (e.g., customer attributes and behaviors, transactional history, call transcripts, digital activity, business financials) in to one cohesive story? Are you ready to drive experimentation & strategic insights to optimize every aspect of the customer's experience?

If yes, we want you to join our forward-thinking team and make a real-world difference for Fidelity's 40 million individual investors.

The Team

We are looking for an analytics professional to be a creative and collaborative team member, helping develop and lead data and hypothesis driven initiatives. As an indispensable member of CKSI (Customer Knowledge & Strategic Insights), you'll be embedded in a business unit and will work with an agile inter-disciplinary team with a diverse set of skills across analytics, engineering, data science, marketing, product development etc., to optimize and personalize the Fidelity experience.

The Skills You Bring

  • Ability to translate a business need or question into a hypothesis that can be validated via experimentation or data analysis.

  • Ability to use data to tell a story of customer experience, highlighting both successes and friction points to inform future initiatives and strategies.

  • Delivering insights from data to a broad audience in a simple, clear, and actionable way.

  • A cross-functional collaborator who can work across a team with diverse skills and abilities and find success for Fidelity and our customers.

  • Demonstrating a mix of analytical skills, you always focus on business use cases and customer needs.

  • Natural intellectual curiosity, initiative, and love for learning new skills and capabilities.

The Expertise We're Looking For

  • 5+ years of experience generating analytical insights to drive business actions, including experience with a range of analytical tools and programming languages such as SQL, Python, R, etc.

  • Experience in designing and developing dashboards & reports by using Tableau, Power BI etc.

  • Experience using and querying big data technologies such as Snowflake etc.

  • Experience with digital analytics using tools such as Adobe analytics is a plus

  • Bachelor's degree in a quantitative / technical field such as Data or Business Analytics, Economics, Statistics, or Finance. MBA or MS degree a plus

The Value You Deliver

  • Continuously improving data analytics and insights capabilities and spreading that knowledge and expertise throughout the organization

  • Delivering data-driven and actionable insights to enable objective, informed business, and product decisions

Certifications:

Category:

Data Analytics and Insights

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

PDN-9eec0b07-0827-4660-a33d-80b0bb3781d8
Job Information
Job Category:
Management
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Manager, Advanced Data Analytics and Insights
Fidelity Investments
Smithfield, RI
May 16, 2025
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