Senior Manager, Data Analytics and Insights
Fidelity
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Job summary
Fidelity in Boston, MA is seeking a Senior Manager, Data Analytics and Insights to lead equity analytics, risk modeling, and attribution across research and performance assessment. You will maintain SQL-based data transformations and build scalable analytic frameworks to support deterministic outputs in a high‑volume environment.
You will mentor junior staff, partner with business and technology teams, and deliver end‑to‑end analytics with dashboards and tools that communicate key drivers to
Qualifications
- Bachelor’s degree or foreign equivalent plus 5 years in data analytics role.
- Or Master’s degree plus 3 years in data analytics role.
- Experience with equity and portfolio analytics, risk analysis, and attribution.
- Proficiency in Python, R, SQL, and data visualization tools.
Responsibilities
- End-to-end reporting and analytics delivery across daily, weekly, monthly, and ad-hoc outputs.
- Ensure data availability, quality, and process stability.
- Respond to complex ad-hoc analytical requests with data-driven insights.
- Develop analytic tools, dashboards, and visualizations for stakeholders.
- Design and automate data processes and reporting capabilities.
- Collaborate on multiple concurrent projects and coordinate resources.
- Act as liaison across partners, technology, research, and vendors.
- Troubleshoot data/tech issues to maintain production continuity.
- Provide guidance to senior leadership and mentor juniors.
Skills
Education
Tools
Job description
Business Analysis & Project Management
Published: Aug 12 ID: 2133586 Fidelity is transitioning to a full-time onsite working model in phases by region and role. See job description for more information.
Onsite
- Boston, MA
- Business Analysis & Project Management
Senior Manager
Note: Fidelity will not provide immigration sponsorship for this position.
Position Description:
Analyzes and builds equity datasets and analytical outputs used across quantitative research, risk modeling, and performance attribution. Calculates and applies a broad range of equity analytics, including portfolio risk, return attribution, EPS, fundamental ratings, and fundamental equity factors, across granular and aggregated analytical layers. Maintains complex SQL‑based transformations, analytical datasets, and factor‑model components that serve as foundational inputs to quantitative research and performance attribution algorithms. Develops diagnostic routines, data‑profiling scripts, and integrity checks to monitor computational accuracy, detect anomalies, and ensure deterministic analytical outputs across distributed systems. Implements and evolves data domains, model enhancements, and analytical capabilities by architecting ingestion frameworks, integrating vendor datasets, and optimizing storage and computer environments for high‑volume model execution.
Primary Responsibilities:
- Performs end‑to‑end reporting and analytics operations, ensuring timely, accurate, and reliable delivery of daily, weekly, monthly, and ad‑hoc analytical outputs across key business areas.
- Ensures data availability, quality, and process stability, monitoring inputs, workflows, and analytical outputs to maintain high standards of data integrity and reporting accuracy.
- Responds to complex, ad‑hoc analytical requests, providing data-driven insights and support for strategic initiatives, research projects, and leadership priorities.
- Develops and enhances analytical tools, dashboards, and visualizations to communicate trends, business drivers, and performance insights to a wide range of stakeholders.
- Designs, improves, and automates data and analytical processes, including developing new calculations, identifying data anomalies, and creating new reporting capabilities.
- Participates in multiple concurrent projects, assists with planning, prioritization, resource co‑ordination, risk assessment, and timely delivery in a fast‑paced environment.
- Acts as a primary liaison across business partners, technology teams, research groups, and external vendors, ensuring alignment and clear communication throughout the analytics ecosystem.
- Troubleshoots and resolves data or technology issues, ensuring continuity in analytical production and delivery of high‑quality outputs.
- Provides analytical and technical guidance to senior leadership, contributing to strategic planning materials, prototypes, and recommendations.
- Mentors and develops junior team members.
Education and Experience:
Bachelor’s degree in Finance, Economics, Business Analytics, Computer Science, Engineering, or a closely related field (or foreign education equivalent) and five (5) years of experience as a Senior Manager, Data Analytics and Insights (or closely related occupation) performing portfolio risk, return attribution, and equity and data analytics.
Or, alternatively, Master’s degree in Finance, Economics, Business Analytics, Computer Science, Engineering, or a closely related field (or foreign education equivalent) and three (3) years of experience as a Senior Manager, Data Analytics and Insights (or closely related occupation) performing portfolio risk, return attribution, and equity and data analytics.
Skills and Knowledge:
Candidate must also possess:
- Demonstrated Expertise (DE) performing quantitative investment research and financial data analysis, including constructing and analyzing security- and portfolio-level datasets; and analyzes and structures earnings-per-share estimates, and analyst forecasts, returns, and active weights, using Python, R, and SQL.
- DE conducting portfolio performance attribution and risk analysis, including Brinson attribution, decomposition of portfolio returns, evaluation of benchmark-relative performance, analysis of factor exposures and sensitivities, and measurement of portfolio-level risk metrics (tracking error and beta), using Python, SQL, FactSet Portfolio Analysis Tool, and Barra Portfolio Manager.
- DE designing, developing, and implementing advanced analytical tools, data pipelines, and multi-factor models to support stock selections and investment decision making, including data modeling, automation of recurring calculations, validation of inputs and outputs, and building interactive dashboards and visualizations using Python, SQL, Tableau, and Excel.
- DE sourcing, validating, and integrating market, fundamental, and reference data to support in‑vestment and risk analysis, including working with equity and portfolio datasets, reconciling vendor data, and ensuring data quality and consistency using Bloomberg and FactSet platforms.
Salary: $131,225.00 to $166,000.00/year.
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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.
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.
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
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 accommodations@fmr.com, 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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