Manager, Advanced Data Analytics and Insights

Fidelity Investments; Durham (NC); On-site; USD 110,000 - 160,000; Full time

Job summary

Fidelity Investments is seeking a Manager, Advanced Data Analytics to lead data-driven initiatives within the Advanced Analytics & Customer Insights group. You will transform data into actionable insights and partner with diverse teams to improve customer experiences and business outcomes.

The role emphasizes hypothesis-driven analysis, advanced analytics, and the use of tools like SQL, Python, R, Tableau, and Snowflake to deliver impactful recommendations and scalable dashboards.

Qualifications

• Bachelor’s degree required; advanced degree a plus.
• 4+ years of analytics insights experience driving business actions.
• Proficient in SQL, Python, R and related analytics tools.
• Experience designing dashboards with Tableau or Power BI.
• Experience with big data tech like Snowflake or AWS Athena.
• Familiar with AI, Generative AI, and automation in insights.

Responsibilities

• Create and summarize large datasets for decision making.
• Analyze data and develop insights to empower leaders.
• Develop dashboards and reporting capabilities.
• Collaborate with cross-functional teams across Fidelity.
• Apply customer-first mindset and continuous learning.

Skills

SQL

Python

R

Analytical thinking

Communication

Education

Bachelor’s degree

Advanced degree

Tools

Tableau

Power BI

Snowflake

Athena

Job description

Job Description

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As a Manager, Advanced Data Analytics in the Advanced Analytics and Customer Insights organization, you would have the opportunity to use data to drive strategic decisions and transform customer experiences. We are looking for an analytics professional to be a creative and collaborative team member, helping develop and lead data and hypothesis driven initiatives. Candidates must be able to leverage data to inform decisions, synthesize and clearly communicate insights, and apply a customer-first mindset with ownership, curiosity, and a commitment to continuous learning to deliver impactful results.

Job Description

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As a Manager, Advanced Data Analytics in the Advanced Analytics and Customer Insights organization, you would have the opportunity to use data to drive strategic decisions and transform customer experiences. We are looking for an analytics professional to be a creative and collaborative team member, helping develop and lead data and hypothesis driven initiatives. Candidates must be able to leverage data to inform decisions, synthesize and clearly communicate insights, and apply a customer-first mindset with ownership, curiosity, and a commitment to continuous learning to deliver impactful results.

This role requires a dedicated, committed, and passionate individual who can:

• Create and summarize large datasets in structured and unstructured data.
• Collect and analyze data / develop insights and reporting capabilities to empower organizational leaders to make value-based prioritization decisions.
• Create solutions leveraging deep statistical analysis to drive thought leadership across the Digital Transformation organization
• Work across diverse skilled teams to find success for Fidelity and our customers.
• Have a natural intellectual curiosity, initiative, and love for learning new skills and capabilities.

The Expertise And Skills You Bring

• Bachelor’s degree required, Advanced Degree a plus.
• 4 plus years of experience generating analytical insights to drive business actions.
• Experience with a range of analytical tools and programming languages such as SQL, Python, R, etc.
• Experience in designing and developing dashboards and reports by using Tableau or Power BI.
• Experience using and querying big data technologies such as Snowflake, Athena, etc.
• Experience with Digital and Live Interaction data a plus.
• Experience leveraging AI, Generative AI, and automation tools to improve efficiency across insight generation process is a plus.

The Team

We are looking for analytics professional to be a creative and collaborative team member, helping develop and lead data and hypothesis driven initiatives. As an indispensable member of Advanced Analytics & Customer Insights, you'll be embedded in Fidelity’s Brokerage 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.

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.