Senior Product Data Analyst, Stock Plan Services

Fidelity Investments Inc.; Westlake (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

Fidelity Investments Inc. in Westlake, TX, is seeking a Product Data Analyst to partner with Product Leaders, Technology, and Operations to define and deliver data solutions for Stock Plan Services.

The role requires strong data analysis, data modeling, and reporting skills, with experience in SQL, Power BI, OBIEE, and cloud data platforms. You will document data flows and drive data-driven improvements across teams.

Qualifications

• Bachelor’s degree preferred in a relevant field.
• 6+ years of experience in business analysis, data analysis, or product ownership.
• Strong communication, organizational, and time management skills.
• Experience with data recordkeeping platforms, reporting systems, and application designs.
• Proficiency in data analytical tools (e.g. SQL, Excel, OBIEE, Power BI).
• Deep understanding of data modeling and structuring.

Responsibilities

• Engage stakeholders, product managers, and technology leaders to define data problems.
• Analyze and document current system behavior and define future state requirements.
• Communicate findings clearly through written, verbal, and visual formats.
• Accept ambiguity and synthesize information to form actionable insights.
• Analyze data movement to identify inefficiencies, dependencies, and inconsistencies.
• Apply dimensional, relational, and unstructured modeling strategies to support data architecture.
• Document data lineage and data flow from origination to consumption.
• Recommend improvements based on data-driven insights and modeling approaches.
• Collaborate across teams to influence data consumption and workflows.
• Stay updated on industry trends in reporting, data analysis, and process optimization.

Skills

SQL

Excel

Power BI

Data analysis

Stakeholder communication

Data modeling

Education

Bachelor’s degree or equivalent

Tools

OBIEE

Snowflake

AWS

Job description

Job Description:

The Role

The Product Data Analyst is a key member of the Stock Plan Services (SPS) Customer Solutions organization, responsible for partnering with Product Leaders, Stakeholders, Technology teams, Operations, and Compliance partners to define, analyze, and deliver business data solutions that support SPS products and services.

This role serves to empower and inform decision makers by analyzing data as part of business and technology requirements. The ideal candidate can understand complex data ecosystems, interpret complex data sets, identify cross-program data dependencies and patterns, understand data as input and output, and drive process improvements across the organization. This role requires strong collaboration with cross-functional teams and a deep understanding of data platforms, modeling strategies, input/output data flows, and analyzing up and downstream consumption needs.

Key Responsibilities:

• Engaging stakeholders, product managers, and technology leaders to understand the right problems from a data perspective.
• Collaborate with business and technical teams to analyze and document current system behavior and define future state requirements.
• Communicate findings and recommendations clearly through written, verbal, and visual formats.
• Accept ambiguity and synthesize information from various sources to formulate actionable insights.
• Analyze data movement as part of job flows to identify problem points, inefficiencies, dependencies, and inconsistencies.
• Apply knowledge of dimensional, relational, and unstructured modeling strategies to support data architecture.
• Continuous documentation of data lineage, tracing data flow from origination to consumption.
• Recommend improvements based on data-driven insights and design-oriented modeling approaches.
• Influence and motivate colleagues without formal authority, fostering a collaborative and knowledge-sharing environment.
• Stay updated on industry trends and standards in reporting, data analysis, and process optimization.
• Proactively suggest improvements to data consumption and output methods, technologies, and workflows to improve efficiency and accuracy.

The Expertise and Skills You Bring

• Bachelor’s degree preferred.
• 6+ years of experience in business analysis, data analysis, or product ownership.
• Superb communication, organizational, and time management skills.
• Experience with data recordkeeping platforms, reporting systems, and application designs.
• Proficiency in data analytical tools (e.g. SQL, Excel, OBIEE, Power BI).
• Deep understanding of data modeling and structuring.
• Solid experience with data stores, data lakes, data warehouses, and cloud platforms (e.g., AWS, Snowflake).
• Experience with data governance and security standards.
• Ability to translate complex data and data requirements into meaningful stories to inform decision-making.
• Ability to represent data requirements in the context of business priorities to multiple stakeholder profiles.

The Team

For more than two decades, Fidelity Stock Plan Services, which is fully integrated within the Workplace Investing (WI) division, has been a trusted leader in equity compensation administration for both public and private companies. As a premier equity compensation provider, we empower employers with advanced technology and exceptional service to strategically manage their equity programs and attract and retain top talent. This also includes helping their employees understand and value their equity awards through comprehensive and highly personalized communications, education and guidance.

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:

Product Management

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.