Senior Manager, Data Analytics and Insights

Fidelity; United States; On-site; USD 140,000 - 210,000; Full time

Job summary

Fidelity is seeking a Senior Manager of Data Analytics and Insights to partner with product teams and drive the adoption of a modern data platform. The role focuses on end-to-end reporting, data lineages, and enabling reliable, consumption-ready datasets across the SDLC.

You will mentor junior analysts, lead analytics initiatives, and deliver advanced analytic solutions for forecasting, big data, and ML models, shaping data-driven decisions for stakeholders and leaders.

Qualifications

• Experience performing data analysis, databases structuring, and data operations.
• Strong skills in Power BI/Tableau for visualization and dashboarding.
• Proficient with SQL and Python in brokerage/financial services context.
• Experience delivering data-driven insights to leadership and stakeholders.

Responsibilities

• Defines and leads enterprise-level data strategy and analytics initiatives.
• Develops and implements advanced analytical frameworks.
• Supports strategic data initiatives and addresses complex business challenges.
• Manages daily, weekly, and monthly production reporting cycles across analytics environments.
• Ensures data availability, workflow success, and accurate statistical outputs.
• Conducts independent technical and functional analysis across divisions.
• Develops insights to support strategic business goals.
• Responds to ad-hoc data analysis requests for projects.
• Advances non-traditional data and data science applications to enhance research.

Skills

Data analytics

Leadership

Mentoring

SQL

Python

Power BI

Tableau

Data visualization

Education

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

Master's degree in related field

Tools

Snowflake

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

Position Description:

Partners with multiple product teams to support adoption of a modernized data platform, aligning end-to-end reporting requirements and transition efforts. Creates comprehensive data lineages from source systems to target outputs, supporting structured data modeling and enabling reliable, consumption ready datasets. Analyzes, manipulates, and processes large sets of data to conduct intricate analysis by leveraging advanced analytical techniques and tools. Provides advanced analytic solutions and data management services to stakeholders and senior leadership. Contributes to development efforts to expand and enhance the technical infrastructure capabilities associated with forecasting, big data analytics, and Machine Learning (ML) models. Delivers innovative data visualization and analytic tools that illustrate performance trends and uncover key drivers of success. Informs critical business processes by offering data driven insights and expertise throughout the software development lifecycle (SDLC) to create impactful digital experiences for clients and associates.

Primary Responsibilities:

• Defines and leads enterprise-level data strategy and analytics initiatives.
• Develops and implements advanced analytical frameworks.
• Supports strategic data initiatives and address complex business challenges.
• Assists with daily, weekly, and monthly production reporting cycles across the analytic environments.
• Ensures all required input data is available, processes run successfully, statistical output is accurate, and reports are generated properly.
• Performs independent and complex technical and functional analysis for multiple divisional initiatives.
• Develops innovative insights to support strategic business goals.
• Responds to ad-hoc data analysis requests in support of projects performed by business stakeholders.
• Contributes to the continued development and incorporation of non-traditional and unstructured data, as well as data science applications, to enhance the research and investment process.
• Advises senior leadership on data-driven decision-making.
• Mentors junior analysts.

Education and Experience:

Bachelor's degree in Computer Science, Engineering, Information Technology, Information Systems, 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 data analysis, databases structuring, and database operations using Power BI, Tableau, Python, and Snowflake in a brokerage and financial services environment.

Or, alternatively, Master's degree in Computer Science, Engineering, Information Technology, Information Systems, 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 data analysis, databases structuring, and database operations using Power BI, Tableau, Python, and Snowflake in a brokerage and financial services environment.

#PE1M2 #LI-DNI

Skills and Knowledge:

• Demonstrated Expertise performing data transformation for analytics, quality control, and self-service reporting in data warehouse architecture and Extract, Transform, Load (ETL) processes; including writing SQL queries and using Common Table Expression (CTEs) for query optimization and performance tuning.
• Demonstrated Expertise applying data visualization best practices using Power BI and Tableau for exploratory analysis, dashboard development, wireframing, rapid prototyping, and iterative solution design.
• Demonstrated Expertise performing data analysis using SQL and Python within brokerage and financial domains, including transactions, assets, flows, redemptions, and product data; writing, maintaining, and troubleshooting Python scripts; and processing large-scale financial data in relational databases using Snowflake.
• Demonstrated Expertise applying statistical methodologies (regression analysis, hypothesis testing, time-series analysis, and factor analysis) to evaluate KPIs and financial data; delivering actionable insights and strategic recommendations; supporting metadata and visualization initiatives; responding to oversight and risk requests; and assessing organizational data consumption patterns.

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 A