Senior Manager, Data Analytics and Insights
Fidelity
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Benefits offered by this job
Job summary
Fidelity is seeking a Senior Manager, Data Analytics and Insights to lead enterprise data strategy and analytics initiatives in Westlake, TX. You will design dashboards in Power BI and Tableau, perform advanced analytics in Python, and integrate data from SQL, Snowflake and Alteryx to deliver actionable insights.
The role emphasizes mentoring analysts, partnering with stakeholders, and driving data-driven decision making across the enterprise.
Qualifications
- Bachelor’s degree required with 5 years of progressive experience in data analytics and visualization in client reporting and BI domain.
- Master’s degree required with 3 years of progressive experience in data analytics and visualization in client reporting and BI domain.
Responsibilities
- Defines and leads enterprise-level data strategy and analytics initiatives.
- Delivers actionable analytics to optimize performance and scale growth.
- Develops scalable data science solutions for enterprise-level challenges and applies advanced modeling techniques to complex datasets.
- Supports strategy development, business analysis, risk evaluation, and opportunity assessment.
- Advises teams on best practices in experimentation and model validation.
- Advises senior leadership on data-driven decision-making.
- Delivers ad hoc analyses and strategic insights to support client reporting and product performance.
- Develops partnerships with business stakeholders to understand reporting needs and objectives.
- Implements innovative solutions by leveraging emerging technologies and automation to improve data accessibility and efficiency.
- Promotes data democratization by developing self-service tools and templates for data access.
Skills
Education
Tools
Job description
Business Analysis & Project Management
- Westlake, TX
- Business Analysis & Project Management
Note: Fidelity will not provide immigration sponsorship for this position.
Develops, implements, and deploys analytic solutions to drive actionable intelligence, transformative insights, automation, and effective control in support of business units, clients, and the enterprise. Designs and builds dashboards and reports using Power BI and Tableau to deliver clear and actionable insights. Conducts advanced analytics including trend analysis, segmentation, and predictive modeling using Python to identify growth opportunities and mitigate risks. Extracts and integrates data from multiple environments including SQL databases, Snowflake, and Alteryx workflows to create unified datasets for analysis. Utilizes analytic tools including Alteryx for data preparation, SQL and Snowflake for querying and data integration, Python for statistical modeling, and Power BI and Tableau for dashboard development.
- Defines and leads enterprise-level data strategy and analytics initiatives.
- Delivers actionable analytics to optimize performance and scale growth.
- Develops scalable data science solutions for enterprise-level challenges and applies advanced modeling techniques to complex datasets.
- Supports strategy development, business analysis, risk evaluation, and opportunity assessment.
- Advises teams on best practices in experimentation and model validation.
- Advises senior leadership on data-driven decision-making.
- Delivers ad hoc analyses and strategic insights to support initiatives in client reporting and product performance.
- Develops strong partnerships with business stakeholders to understand reporting needs and strategic objectives.
- Implements innovative solutions by leveraging emerging technologies and automation to improve data accessibility and efficiency.
- Promotes data democratization by developing self-service tools and templates that empower business partners to access and interpret data independently.
- Mentors junior analysts.
- Performs independent and complex technical and functional analysis for multiple divisional initiatives.
- Develops innovative insights to support strategic business goals.
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 advanced data analytics and visualization in a client reporting and business intelligence domain.
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 advanced data analytics and visualization in a client reporting and business intelligence domain.
Candidate must also possess:
- Demonstrated Expertise (“DE”) performing data extraction, transformation, cleansing, and data quality checks using SQL, Snowflake, Adobe Analytics, and Alteryx; and automating workflows and Extract, Transform, Load (ETL) processes, as well as integrating datasets with 100,000 + rows of data from multiple sources, using Alteryx.
- DE translating business requirements into technical specifications using PowerPoint, and creating prototypes for reporting solutions using Figma, Power BI, or Tableau; developing interactive dashboards and visualizations as well as designing client reporting solutions, using Power BI; and advancing stakeholder decision‑making by applying visualization best practices, using Power BI and Tableau.
- DE conducting statistical analysis using Python; performing predictive modeling and forecasting using Python; and executing segmentation and trend analysis using Python.
- DE generating customized reports and client insights using SQL and PowerBI; creating customized dashboards for dynamic business needs using Power BI; and monitoring Key Performance Indicators (KPIs) and enhancing performance metrics, using Power BI.
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.
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.
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.
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.
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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