Senior Manager, Data Analytics and Insights

Fidelity; Covington (KY); On-site; USD 140,000 - 180,000; Full time

Job summary

Fidelity is seeking a Senior Manager, Data Analytics & Insights to leverage data from across the enterprise. You will work with Risk, Audit, Compliance, Legal, and business units to uncover insights and drive data-driven decisions.

The role emphasizes defining questions, sourcing data, performing advanced analytics, and delivering scalable analytics solutions and visualizations for Fidelity’s various products and services.

Qualifications

• Bachelor’s degree or equivalent in analytics, data science, or technical field.
• 7+ years of experience in data analytics or data science roles.
• Proficiency in SQL, Python, or R for data manipulation.
• Experience with ETL tools such as Alteryx or Informatica.
• Strong ability to build BI reports and data visualizations.

Responsibilities

• Lead analytics projects across Fidelity’s data sources and products.
• Collaborate with risk, audit, compliance, and business units to identify insights.
• Define business questions, gather data, and apply advanced analytics.
• Deliver data-driven solutions and impactful dashboards for stakeholders.

Skills

SQL

Python

R

Analytical thinking

Power BI

Tableau

Data visualization

Education

Bachelor's degree

Tools

Alteryx

Informatica

Power BI

Tableau

Job description

Senior 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

Senior Manager

Job Description

Are you interested in applying your analytics skills while tapping into knowledge about data sources from across Fidelity’s wide range of businesses and technologies? Do you want to work alongside business associates to generate new insights, build automated workflows, and support improved decision-making?

If so, join our team and take this exciting opportunity to learn about and work with data from across the enterprise. Examples include analyzing detailed client and customer data from Fidelity’s recordkeeping systems. You will also understand how investment products are built and develop analytics on new products like cryptocurrency and trading apps.

The Role

In your role as Senior Manager, Data Analytics & Insights within Fidelity’s Legal, Risk, and Compliance (LRC) group, you will work closely with Fidelity’s Risk team, as well as Audit, Compliance, Legal, and GSI teams. You will also collaborate with customer-facing business units and key data providers to identify areas where data uncovers risk insights. You will participate in every stage of a data analytics project, beginning with defining the business question or hypothesis. You will pinpoint appropriate data sources, collect the necessary data, perform advanced analytics, and share the findings. You will apply data to respond to ad-hoc inquiries and develop data-driven solutions for firm-wide use.

The Expertise and Skills You Bring

• Bachelor’s degree or primary degree or equivalent experience, ideally in an analytics or technical field
• 7+ years of demonstrated experience in data and analytics
• Proficient at programming in languages like SQL, Python, and/or R
• Analytic expertise working with structured and unstructured data to identify key insights
• A proven understanding of ETL tools and processes (Alteryx, Informatica, etc.)
• Experience performing data exploration, building business intelligence reports, and developing visualizations (using Power BI or Tableau)
• You are skilled at effectively defining use cases and have demonstrated analytical/problem-solving skills with the ability to identify solutions to uncommon and complex problems
• Consistent track record communicating insights in a simple, clear, and actionable way
• Naturally keen attention to detail, collaborative, and the ability to manage multiple tasks and adapt quickly in a fast-paced environment
• Knowledge of the financial services industry, particularly in the brokerage businesses
• A passionate can-do attitude to your work
• You are dedicated to collaborating across departments to deliver the best outcomes for Fidelity and our customers
• Natural intellectual curiosity, initiative, and love for learning new skills and capabilities
• Strong interpersonal and communication abilities, capable of cooperating seamlessly with cross-functional business partners
• Experience in an Audit, Risk, Compliance, or Security function

The Team

The Data Science, Analytics, and Alts team sits within the broader FI and Quantitative Risk organization. We operate across a diverse set of functions, including analytics, technology, program delivery, and strategy, to provide insight and solutions that help identify, measure, and manage risk.

We partner closely with teams across Risk, the CFO organization, and other business units to deliver scalable, data-informed solutions. Our team is focused on outcomes and value, with a strong emphasis on improving efficiency, enabling better decision-making, and advancing the use of data and technology across the firm.

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.

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

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

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.

AI Guidelines

AI Guidelines

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