Senior Manager, Data Analytics and Insights

Job Description:

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.

Certifications:

Category:

Business 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.