Data Analyst

Fidelity Investments Inc.; Smithfield (RI); On-site; USD 51,000 - 73,000; Full time

Job summary

Fidelity TalentSource is seeking a Data Analyst to support data management, analytics, and reporting for the Abandoned Property and Legal Operations teams in Smithfield, RI. This is a fully onsite position and local candidates will be reviewed.

The ideal candidate will have a strong analytical mindset, 3+ years of data experience, advanced Excel, and familiarity with SQL, Python, Power BI, and Tableau. You will translate data into actionable insights and communicate effectively across teams.

Qualifications

• Bachelor’s degree required (Finance, Analytics, Economics, or Business preferred).
• 3+ years of hands-on experience in data management and/or business analytics.
• Strong analytical and critical thinking skills with technical curiosity and a willingness to learn.
• Proven business acumen and a commitment to data integrity and quality.
• Understanding of data concepts, databases, and related technologies.
• Advanced skills in Excel is a must.
• Proficiency in PowerPoint is preferred.
• Proficiency in business reporting and data visualization tools is preferred (Power BI and Tableau).
• Familiarity with SQL and Python is a plus but not required.
• Familiarity with Visio is a plus.
• Excellent cross-team communication skills; ability to simplify complex concepts and deliver impactful presentations.
• Confidence, professional maturity, and presence to work independently while collaborating across organizational levels.
• Passion and sense of purpose that motivates collaboration.

Responsibilities

• Support data management, analytics, and reporting for Abandoned Property and Legal Operations teams.
• Track key initiatives and priorities and help measure progress.
• Move seamlessly between business, analytical and technical environments and present insights clearly and actionably.

Skills

Analytical thinking

Data analysis

Business acumen

Communication

SQL

Python

Excel advanced

PowerPoint

Power BI

Tableau

Education

Bachelor's degree

Tools

Power BI

Tableau

Job description

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Data Analyst to work in Smithfield, RI!

THIS IS A FULLY ONSITE POSITION.

CANDIDATES MUST BE LOCAL TO SMITHFIELD, RI TO BE REVIEWED.

The Role

The Data Analytics contractor will be at the intersection of business and analytics. The contractor will support data management, analytics, and reporting, as well as track key initiatives and priorities, and help measure progress for the Abandoned Property and Legal Operations teams.

You are someone who can move seamlessly between business, analytical and technical environments, understand data at both conceptual and practical levels, and can present insights in a clear and actionable way. You enjoy solving complex challenges using data analysis and visualization tools to synthesize data and trends, and develop actionable insights.

The Expertise and Skills You Bring

• Bachelor’s degree required (Finance, Analytics, Economics, or Business preferred)
• 3+ years of hands-on experience in data management and/or business analytics
• Strong analytical and critical thinking skills with technical curiosity and a willingness to learn
• Proven business acumen and a commitment to data integrity and quality
• Understanding of data concepts, databases, and related technologies
• Advanced skills in Excel is a must
• Proficiency in PowerPoint is preferred
• Proficiency in business reporting and data visualization tools is preferred (Power BI and Tableau)
• Familiarity with SQL and Python is a plus but not required
• Familiarity with Visio is a plus
• Creative problem-solving mindset with a desire to challenge conventional approaches
• Excellent cross-team communication skills; ability to simplify complex concepts and deliver impactful presentations
• Confidence, professional maturity, and presence to work independently while collaborating optimally across all organizational levels
• Passion and sense of purpose that motivates and inspires collaboration

The Team

The Senior Manager, Business Insights reports to the Director of Strategy & Planning. The Abandoned Property team and the Legal Operations team sit within Fidelity’s Enterprise Services Compliance Team. Both teams directly impact Fidelity’s customers and their experience with our firm. The Abandoned Property team is responsible for firm-wide adherence to abandoned property rules and regulations, managing abandoned property multi-jurisdictional examinations, ensuring the timely reporting of abandoned property for multiple businesses and legal entities, and partnering with the business to find and engage lost or inactive customers. The Legal Operations team responds to legal inquiries for customer accounts, including court orders (e.g., garnishments, guardianships, beneficiary disputes), subpoenas, levies, and class action cases.

The hourly pay rate range for this position is $45.00 per hour.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

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.

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

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.

For information about working at Fidelity TalentSource, visit FTSJobs.com.

Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at [e-mail] if you would like to request an accommodation.