Manager, Data Analytics and Insights

Fidelity; Covington (KY); On-site; USD 110,000 - 160,000; Full time

Job summary

Fidelity Investments in Covington, KY is seeking a Manager for Data Analytics and Insights within the Workplace Investing team. This individual contributor role focuses on applying deep data expertise to drive internal analytics initiatives and cross‑functional partnerships that enable data‑driven decisions.

You will lead analytics across WI programs, develop insights from large datasets, and communicate narratives with visuals using PowerBI or Tableau.

Qualifications

• Bachelor's degree or equivalent with 2 years of experience.
• Experience with SQL, Alteryx, SAS to create, manipulate and transform large datasets.
• Experience in profiling, data mining, modeling, statistical analysis, network and journey mapping, and campaign measurement.
• Experience with Adobe Analytics or Google Analytics.
• Experience with PowerBI, Tableau or equivalent data visualization tools.
• Experience interacting with cross functional partners and crafting presentations that convey the data narrative.
• Financial industry experience is a plus.

Responsibilities

• Lead analytics and insights work across Workplace Investing initiatives and projects.
• Partner with cross‑functional teams to drive data‑driven decisions.
• Develop data storytelling and visualization to inform strategy.

Skills

Data analytics

SQL

Alteryx

SAS

Statistical analysis

Adobe Analytics

PowerBI

Tableau

Cross-functional work

Education

Bachelor's degree or equivalent

Tools

SQL

Alteryx

SAS

Adobe Analytics

Google Analytics

PowerBI

Tableau

Snowflake

Job description

Business Analysis & Project Management

Manager, Data Analytics and Insights

Fidelity is transitioning to a full-time onsite working model in phases by region and role. See job description for more information.

Onsite

Location

• Covington, KY

Team

• Business Analysis & Project Management

Experience Level

Manager

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position

Manager, Data Analytics and Insights

As a Manager ( individual contributor ) within the Workplace Investing Integrated Analytics, Insights and Recommendations team this person will be focused on bringing deep data expertise to support internal analytic initiatives and projects. These initiatives will drive improvement and efficiencies for Fidelity Workplace Investing (WI) across a diverse array of solutions and approaches. You will partner to build cross-functional relationships with business and analytics colleagues. This is an opportunity to provide your insights and enable Workplace Investments to make the data-driven decisions required to meet their strategic objectives.

Expertise We’re Looking For:

• Bachelors or equivalent with 2 years of experience.
• Experience working with data environments and strong knowledge in querying language and/or querying applications (SQL, Alteryx, SAS) to create, manipulate and transform large datasets.
• Experience in a variety of analytics techniques including profiling, data mining, modeling, statistical analysis, network and journey mapping, and campaign measurement.
• Working experience with Adobe Analytics or equivalent platforms like Google Analytics.
• Working experience with PowerBI, Tableau or equivalent data visualization tools.
• Experience in interacting with cross functional partners within the organization and crafting presentations that convey the data narrative.
• Financial industry experience, a plus.

Purpose of Your Role:

You will serve as Manager for analytics and insights work reporting on the various improvement initiatives that cut across our Workplace (WI) business units. You will play a key role in our overall transformation to a platform enabled and capability-led Digital Future to benefit our clients and participants.

You will drive leading class analytics and insight generation--harnessing our underlying platforms that collect and deliver millions of interactions and transactions across our channels (web, mobile, phones, etc.)

Skills You Bring:

• You have a passion for leveraging data to drive better business decision-making.
• You have a deep understanding of analytical techniques and how they can be applied to address particular problem characteristics.
• You have a working knowledge of analytic technologies (e.g. Alteryx, Altair, SAS, SQL, R, Python, Tableau, PowerBI, Adobe Analytics, Snowflake, etc.)
• You know how to acquire data from multiple sources/environments and transform it so it can be used for analytics.
• You have the ability to think on your feet and respond effectively when priorities change.
• You strive to better communicate data through data visualization and storytelling.

Value You Deliver:

• Developing and delivering analytical data and insights to solve business problems.
• You enable partner stakeholders to make objective, informed decisions.
• You provide opportunities for innovation through analytics capabilities and implementation of new technologies.

How Your Work Impacts the Organization:

Workplace Investing Data and Analytics is the analytics discipline responsible for developing and deploying analytic solutions to drive actionable intelligence, transformative insights, automation, and effective control in support of Workplace Investments business units, clients, and Fidelity.

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.

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.

Benefits that balance life and work

From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.

Company overview

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 experience.

Reasonable accommodations

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to [e-mail], or by calling 800-835-5099, prompt 2, option 3.

Equal opportunity employer

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Applicant screening

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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