Senior Manager, Data Analytics and Insights

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

Job summary

Fidelity Investments Inc. seeks a Senior Manager, Data Analytics and Insights – Health Product Analytics to lead analytics for Health Savings Account and Health & Wellness offerings within Workplace Investing Technology Data Analytics and Insights.

You will deliver reports, dashboards, and strategic insights to help scale growth. The role requires 6+ years of analytics experience, a quantitative degree, and strong skills in SQL, Python, R, Tableau/Power BI, and measurement practices; you will

Qualifications

• 6+ years of experience generating analytical insights to drive business actions
• Degree in a quantitative / technical field such as Data or Business Analytics, Economics, Statistics, or Finance. MBA or MS degree a plus
• In depth knowledge in analytics techniques including profiling, data mining, modeling, statistical analysis, measurement and reporting
• Experience with data environments and knowledge in querying languages and/or querying applications
• Strong proficiency with PowerPoint and other Microsoft applications
• Strong ability to leverage data to drive better business decisions using statistical and tech approaches
• Solid understanding of A/B/N testing, DOE, measurement and recommendations
• Strong analytical and problem-solving skills in strategy development and opportunity assessment
• Working knowledge of analytics technologies (SQL, R, Python, Tableau, Power BI, Adobe Analytics, Snowflake)
• Ability to acquire data from multiple sources and transform it for analytics
• Excellent written, oral communication, project management and presentation skills
• Ability to perform data-driven deep-dive analyses to test ideas for digital and non-digital experiences
• Experience creating analytics learning agendas and measurement plans
• Ability to adapt when priorities change
• Data visualization and storytelling capabilities

Responsibilities

• Deliver reports, dashboards, ad hoc analyses, and strategic insights for Health analytics
• Support Health Savings Account and Health and Wellness product analytics initiatives
• Provide data-driven insights to drive growth and business decisions for Workplace Investing
• Present complex data and outcomes in a clear, concise manner to stakeholders

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

Senior Manager, Data Analytics and Insights – Health Product Analytics

At Fidelity, data is one of our most valuable assets. Every single day, our data platforms collect and deliver interactions and transactions across our channels (web, mobile, phones, etc.) for millions of participants. The true value in the data comes from our ability to transform that data, drawing upon your analytical expertise to drive leading class analytics and insight generation.

We are looking for a data analytics professional to be a creative and collaborative team member, helping analyze and develop advanced data-driven initiatives. As an indispensable member of the Workplace Investing Technology Data Analytics and Insights Chapter, you will be embedded within a continuous delivery team focused on Health analytics – supporting Health Savings Account and Health and Wellness product offerings. Our team provides strategic insight into topics such as value, acquisition, retention and client reporting.This work is critical to helping Fidelity Health strive to scale growth and fully leverage new and existing capabilities.

You will work on a wide array of initiatives that cover both product and client analytics and will focus on delivering reports, dashboards, ad hoc analyses, and strategic insights. This is an opportunity to provide your insights and enable WI to make data-driven decisions required to meet their strategic objectives.

The Expertise and Skills You Bring (The order of these bullets does not matter)

• Bachelors or equivalent degree with 6+ years of experience generating analytical insights to drive business actions
• Degree in a quantitative / technical field such as Data or Business Analytics, Economics, Statistics, or Finance. MBA or MS degree a plus
• In depth knowledge in a variety of analytics techniques including: profiling, data mining, modeling, statistical analysis, measurement and reporting
• Experience working with data environments and strong knowledge in querying language and/or querying applications
• Highly proficient in PowerPoint and other Microsoft applications
• You have a passion for leveraging data to drive better business decision-making through statistical and technological techniques
• You have a deep understanding of analytical techniques and how they can be applied to address particular problem characteristics
• Solid understanding of A/B/N testing techniques, Design of Experiments, Measurement and Recommendations
• You have a strong analytical and problem-solving skills, particularly in the areas of strategy development, business analysis, opportunity assessment and benefit realization
• You have a strong working knowledge of analytic technologies (e.g. SQL, R, Python, Tableau, Power BI, Adobe Analytics, Snowflake, etc.)
• You know how to acquire data from multiple sources/environments and transform it so it can be used for analytics
• Excellent written, oral communication, project management and presentation skills, and the ability to present complex data and outcomes in a simple and clear way
• Ability to do data driven deep dive analysis to test ideas/hypothesis for Digital and Non-Digital experiences and identifying appropriate success metrics (Call-to-Action)
• You have experience creating analytics learning agendas and measurement plans
• 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

The Value You Deliver

• Analytic expertise working with structured and unstructured data to identify key insights
• Hard-working, passionate teammate who thrives in an agile environment
• Developing and delivering analytical data and insights to solve business problems
• You enable Workplace Investing to make objective, informed decisions
• You provide opportunities for innovation through analytics capabilities and implementation of new technologies
• Supporting democratization of data among business partners and crafting self-serve data visualization tools that enable business decision making
• Continuously improving data analytics and insights capabilities and spreading that knowledge and expertise throughout the organization

How Your Work Impacts the Organization

Workplace Investing Technology Data and Analytics and Insights 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.

Category:

Data 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.