Senior Manager, Data Analytics and Insights

Fidelity Investments; Boston (MA); On-site; USD 131,000 - 166,000; Full time

Job summary

Fidelity Investments in Boston seeks an experienced analytics leader to analyze equity datasets and deliver high‑quality outputs for research, risk modeling, and attribution. You will maintain SQL transformations, data pipelines, and factor models across distributed systems to support automated reporting and strategy development.

The role emphasizes hands-on development of diagnostic routines, dashboards, and data quality checks, with responsibilities spanning collaboration with partners,

Qualifications

• Experience performing portfolio risk and attribution analyses.
• Proficiency with Python, R, and SQL.
• Experience building data pipelines and multi-factor models.
• Strong data quality, validation, and governance.
• Ability to communicate analytics to leadership.

Responsibilities

• End-to-end reporting and analytics delivery on daily/weekly/monthly outputs.
• Ensure data availability and integrity across workflows.
• Respond to ad-hoc analytical requests with data-driven insights.
• Develop dashboards and visualizations to communicate trends.
• Mentor junior team members and coordinate with partners.

Skills

Python

R

SQL

Portfolio risk

Return attribution

Equity analytics

Data pipelines

Tableau

Excel

Bloomberg

FactSet

Barra Portfolio Manager

Education

Bachelor's degree in Finance/Economics/Analytics/CS

Master's degree in Finance/Economics/Analytics/CS

Tools

Bloomberg

FactSet

Tableau

Excel

Python

SQL

Job description

Job Description:

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 pro‑duction 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.

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.