Principal Business Analyst

Fidelity Investments Inc.; Westlake (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Fidelity Investments is seeking a Principal Business Analyst to create and analyze datasets supporting complex business objectives, using Tableau or Adobe Analytics and Snowflake. You will transform data from multiple sources, build models with Python/R, and provide analytics leadership across channels in a matrix environment.

The role involves consulting with business users to develop actionable recommendations, leading analytics projects across platforms, and mentoring junior team members

Qualifications

• Demonstrated Expertise (DE) performing advanced data, statistical, and predictive modeling with data mining hypotheses across web, mobile, email, and phone channels, using Snowflake, AWS, Python, and OBIEE to find customer behavior trends.
• DE performing web and app analytics using cross-channel analytics tools within digital customer engagement environments in financial services; supporting marketers and business partners through UX metrics, Clickstream data, and technical documentation to inform process optimization and dashboard/reporting results for product improvement.
• DE performing data visualization using Tableau, Power BI, or ThinkCell for B2C and B2B digital products; enabling data consumption for stakeholders by interactive trends, automated reporting pipelines, and self-service analytical solutions; and integrating and transforming data from Google BigQuery, MS SQL Server, or Snowflake to support targeted marketing campaigns and operational decision-making.
• DE performing experimentation and optimization of business processes or digital products using A/B testing, multivariate testing, cohort analysis, or Adobe Target; coordinating requirement workflows and analyzing the product management lifecycle, using JIRA, Confluence, Tableau, or MS Visio, to support workplace investing initiatives.

Responsibilities

• Participates in analytics architecture development and design teams.
• Develops and delivers analytical data and insights to solve business problems.
• Enables partner stakeholders to make objective, informed decisions.
• Leads analytics projects across multiple platforms.
• Responsible for meeting project goals on-time and on-budget.
• Provides opportunities for innovation through analytics capabilities and implementation of new technologies.
• Advises on risk assessment and risk management strategies for projects.
• Plans and coordinates project schedules and assignments for multiple projects.
• Acts as a primary liaison for business units to resolve various project/technology issues.
• Advises senior management on analytic strategy.
• Acts as a subject matter expert on digital analytics and mentors junior team members.
• Leverages qualitative data to identify opportunity areas.
• Designs and implements models to accurately assess the impact of marketing efforts across channels.

Skills

Advanced data modeling

Statistical analysis

Predictive modeling

Cross-channel analytics

Tableau / Power BI

Python

Snowflake

AWS

UX metrics

Education

Bachelor's degree in CS/Engineering/IT/IS/Business Administration

Master's degree in CS/Engineering/IT/IS/Business Administration

Tools

Snowflake

AWS

Oracle BI EE

Google Analytics

Adobe Analytics

Content Square

JIRA

Confluence

Tableau

Power BI

Job description

Job Description:

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

Position Description:

Creates and analyzes datasets in support of complex business objectives using data visualization tools (Tableau or Adobe Analytics) and platforms (Snowflake). Leverages data to drive better business decision-making through statistical, econometric modeling, and machine learning techniques. Acquires data from multiple sources/environments and transform it so it can be used for analytics. Creates, manipulates and transforms large data sets using SQL, Python and R. Provides analytics leadership on complex participant journeys across channels and platforms, in a matrix organization. Consults with business users to develop recommendations that address difficult and complex business needs and opportunities.

Primary Responsibilities:

• Participates in analytics architecture development and design teams.
• Develops and delivers analytical data and insights to solve business problems.
• Enables partner stakeholders to make objective, informed decisions.
• Leads analytics projects across multiple platforms.
• Responsible for meeting project goals on-time and on-budget.
• Provides opportunities for innovation through analytics capabilities and implementation of new technologies.
• Advises on risk assessment and risk management strategies for projects.
• Plans and coordinates project schedules and assignments for multiple projects.
• Acts as a primary liaison for business units to resolve various project/technology issues.
• Advises senior management on analytic strategy.
• Acts as a subject matter expert on digital analytics and mentors junior team members.
• Leverages qualitative data to identify opportunity areas.
• Designs and implements models to accurately assess the impact of marketing efforts across channels.

Education and Experience:

Bachelor’s degree in Computer Science, Engineering, Information Technology, Information Systems, Business Administration, or a closely related field (or foreign education equivalent) and five (5) years of experience as a Principal Business Analyst (or closely related occupation) performing business analysis using Snowflake within a financial services environment.

Or, alternatively, Master’s degree in Computer Science, Engineering, Information Technology, Information Systems, Business Administration, or a closely related field (or foreign education equivalent) and three (3) years of experience as a Principal Business Analyst (or closely related occupation) performing business analysis using Snowflake within a financial services environment.

Skills and Knowledge:

Candidate must also possess:

• Demonstrated Expertise ("DE") performing advanced data, statistical, and predictive modeling with data mining hypotheses across web, mobile, email, and phone channels, using Snowflake, Amazon Web Services (AWS), Python, and Oracle Business Intelligence Enterprise Edition (OBIEE) to find customer behavior trends.
• DE performing web and app analytics using cross-channel analytics tools (Google Analytics, Adobe Analytics, or Content Square Analysis) within digital customer engagement environments in financial services; and supporting marketers and business partners through user experience (UX) metrics, Clickstream data, and technical documentation to inform process optimization and dashboard/reporting results for product improvement.
• DE performing data visualization using Tableau, Power BI, or ThinkCell for Business-to-Consumer (B2C) and Business-to-Business (B2B) digital products; enabling data consumption for stakeholders by interactive trends, automated reporting pipelines, and self-service analytical solutions; and integrating and transforming data from Google BigQuery, Microsoft SQL Server, or Snowflake to support targeted marketing campaigns, business performance analysis, and operational decision-making.
• DE performing experimentation and optimization of business processes or digital products using A/B testing, multivariate testing, cohort analysis, or Adobe Target; and coordinating requirement workflows and analyzing the product management lifecycle, using JIRA, Confluence, Tableau, or MS Visio, to support workplace investing initiatives.

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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:

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.