Manager, Data Analytics and Insights
Job Description
Job Description:
The Role
The Manager, Data Analytics and Insights performs critical functions to support daily operations, including detailed data analysis, issue identification and resolution, and helpdesk support. Quality, accuracy, and timeliness are essential to the success of this function.
The Expertise and skills You Bring
We are seeking a highly motivated and responsive teammate who can multi-task and has a knack for analytics. Our work is highly collaborative and involves close coordination and communication with clients, data vendors, and key business and technology partners across Fidelity.
- A bachelor's degree or equivalent experience.
- 3-5 years of experience in an investment or financial services operations environment.
- Hands-on experience with investment data (e.g., securities, mutual funds, indices) across different subject areas like characteristics and reference data.
- Required technical skills include a strong working knowledge of SQL and MS Office, while experience with Python is highly desirable, and familiarity with tools like R Studio is a plus.
- You are comfortable working independently and can respond effectively to a changing work environment.
- You combine analytical thinking with the confidence to make recommendations on an appropriate course of action.
- You have excellent written and verbal communication skills and strong interpersonal and relationship management skills.
- You think outside the box and strive for continuous improvement.
- You can respond effectively to a dynamically changing work environment and positively influence business outcomes.
- You have strong project management, analytical, and problem-solving skills.
- You are highly detail-oriented and organized with a strong commitment to accuracy.
- You have the ability to work effectively with various vendors and business partners across the organization.
- You can utilize industry research tools to procure company-specific data and interpret and act on the results.
- You have the ability to brainstorm with the team on solutions to address challenges and roadblocks
- You have the ability to brainstorm with the team on solutions to address challenges and roadblocks.
- Proactively identify data issues, investigate their root cause, and work with business and technology partners to resolve them and improve data quality.
- Create, update, and assist in transitioning process documentation for new and existing workflows.
- Identify and propose process enhancements to make the operations more efficient.
- Support and coach colleagues, help identify training gaps, and actively monitor helpdesk queues to assist the team and manager.
- Actively monitor the helpdesk queue and assist the manager in logging incidents
- Identify and propose process enhancements to make the operations more efficient.
Note: Fidelity will not provide immigration sponsorship for this position.
Team
Strategic Advisers, LLC is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity's retail, workplace, and institutional distribution channels. For more than 30 years Strategic Advisers has specialized in the design, construction, and management of asset allocation solutions, as well as the methodologies for many of Fidelity's investment planning tools, to help investors reach their financial goals. With over $1 trillion in assets under management in a blend of Fidelity and third-party investment vehicles, the Strategic Advisers team of investment professionals' constructs and manages asset allocation portfolios for more than 4 million customer accounts
The base salary range for this position is $80,000-$153,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
Certifications:
Category:
Business Analytics and InsightsJob Description:
The Role
The Manager, Data Analytics and Insights performs critical functions to support daily operations, including detailed data analysis, issue identification and resolution, and helpdesk support. Quality, accuracy, and timeliness are essential to the success of this function.
The Expertise and skills You Bring
We are seeking a highly motivated and responsive teammate who can multi-task and has a knack for analytics. Our work is highly collaborative and involves close coordination and communication with clients, data vendors, and key business and technology partners across Fidelity.
- A bachelor's degree or equivalent experience.
- 3-5 years of experience in an investment or financial services operations environment.
- Hands-on experience with investment data (e.g., securities, mutual funds, indices) across different subject areas like characteristics and reference data.
- Required technical skills include a strong working knowledge of SQL and MS Office, while experience with Python is highly desirable, and familiarity with tools like R Studio is a plus.
- You are comfortable working independently and can respond effectively to a changing work environment.
- You combine analytical thinking with the confidence to make recommendations on an appropriate course of action.
- You have excellent written and verbal communication skills and strong interpersonal and relationship management skills.
- You think outside the box and strive for continuous improvement.
- You can respond effectively to a dynamically changing work environment and positively influence business outcomes.
- You have strong project management, analytical, and problem-solving skills.
- You are highly detail-oriented and organized with a strong commitment to accuracy.
- You have the ability to work effectively with various vendors and business partners across the organization.
- You can utilize industry research tools to procure company-specific data and interpret and act on the results.
- You have the ability to brainstorm with the team on solutions to address challenges and roadblocks
- You have the ability to brainstorm with the team on solutions to address challenges and roadblocks.
- Proactively identify data issues, investigate their root cause, and work with business and technology partners to resolve them and improve data quality.
- Create, update, and assist in transitioning process documentation for new and existing workflows.
- Identify and propose process enhancements to make the operations more efficient.
- Support and coach colleagues, help identify training gaps, and actively monitor helpdesk queues to assist the team and manager.
- Actively monitor the helpdesk queue and assist the manager in logging incidents
- Identify and propose process enhancements to make the operations more efficient.
Note: Fidelity will not provide immigration sponsorship for this position.
Team
Strategic Advisers, LLC is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity's retail, workplace, and institutional distribution channels. For more than 30 years Strategic Advisers has specialized in the design, construction, and management of asset allocation solutions, as well as the methodologies for many of Fidelity's investment planning tools, to help investors reach their financial goals. With over $1 trillion in assets under management in a blend of Fidelity and third-party investment vehicles, the Strategic Advisers team of investment professionals' constructs and manages asset allocation portfolios for more than 4 million customer accounts
The base salary range for this position is $80,000-$153,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
Certifications:
Category:
Business Analytics and InsightsAbout Fidelity Investments
At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
*Specifically serviced by our Clearing & Custody team within Fidelity Institutional
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.