Associate, Analytics & Performance Insights

Fidelity Investments Inc.; Salt Lake City (UT); On-site; USD 85,000 - 110,000; Full time

Job summary

Fidelity Investments Inc. is seeking an Associate, Analytics and Performance Insights in Salt Lake City, UT to help drive data-driven actions for the Brokerage Client Services team. You will empower timely diagnostics for customer-facing teams and partners, leveraging low/no-code tools to ensure scalable insights.

The role emphasizes data governance, collaboration across projects, and a passion for AI/ML concepts while supporting fidelity in data quality and accuracy.

Qualifications

• Bachelor’s degree is required.
• 3+ years of experience in data/analytics or a degree in the field.
• Experience presenting data concepts to peers and managers.
• Practical understanding of data management, governance and data quality concepts.

Skills

Data analytics

Data governance

Data visualization

Project collaboration

Communication

AI / ML concepts

Documentation accuracy

Data quality

Analytical mindset

Education

Bachelor's degree

Tools

Tableau

Alteryx

PowerBI

Qlik

Snowflake

AtScale

Salesforce

Alation

Collibra

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

Associate, Analytics and Performance Insights

Do you enjoy harnessing the power of data to uncover insights that lead to actions? The Manager, Analytics and Performance Insights, leverages data to drive results and improve the associate, leader and customer experience within our Brokerage Client Services team. You will help build trust in our data products as we prepare for timely, personalized diagnostics that will be provided to our customer-facing teams and business partners.

The location of this position is Salt Lake City UT.

The Expertise and Skills You Bring

• 3 plus years working in Data and or Analytics or a degree in the field
• Bachelor’s degree required
• Experience working on multiple projects at one time, in collaboration with others
• Prior experience presenting data concepts to peers and managers
• Practical understanding of data management concepts, semantic-tagging, data governance principles, and practices
• Experience in data quality, data management, analytics, visualization and data prep using low/no-code tools such as Tableau, Alteryx, Qlik, PowerBI, Snowflake, AtScale, Salesforce, Ataccama, Alation and Colibra
• Strong desire to learn AI, Predictive Analytics and Machine Learning concepts
• You thrive in an environment where data is abundant
• You believe in trust and accountability, especially as it relates to how data is managed and consumed
• You have strong foundational skills in documentation, organization and accuracy
• You can work with agility, curiosity and creativity among large data sets
• You are comfortable testing different approaches and tools to uncover insights
• You are comfortable and confident in elevating anomalies and issues before they impact the business
• You are responsive and proactive with the partners that rely upon you for quality data
• You are always scanning for the best approach on how to leverage and work with our data
• You believe that quality and scale are critical to anything that you build.
• You value pace over perfection but understand the appropriate time and place for both approaches.

The Team

The Manager, Analytics and Performance Insights is part of Fidelity’s Brokerage group, specifically within the Strategy, Planning and Enablement Team. We provide holistic reporting and analytics support to the Brokerage Client Services organization. We are a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in our hands. This is an important responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.

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:

Data 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.