Manager, Data Analytics and Insights
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Remove boilerplate, duplicated lines, application instructions. Include a section ONLY when posting has real, specific content for it — never emit heading followed by filler/placeholder text. Prefer few substantive sections over many thin ones.
We need to parse the job description and extract relevant content.
Let's read the posting:
Job Description Job Description Note: Fidelity will not provide immigration sponsorship for this position Manager, Data Analytics and Insights (Individual Contributor) The Role This is a traditional Business Intelligence reporting role, focused on crafting data visualizations and reporting. It is not an advanced analytics / data science role. The Manager, Data Analytics and Insights performs a variety of activities such as developing dashboards and automating processes required to support business decision-making. The ideal candidate serves as a strong business communicator with senior leaders, front-line managers and peers, collaborating with them to build actionable solutions. This person participates in multiple projects and has strong data visualization skills. This role works as a collaborator and may lead a project or individual work streams within a larger project. This is an individual contributor role and does not directly supervise staff. The Team WI Business Intelligence Is Part Of The Broader WI Internal Analytics, Insights, And Reporting Group (WI IAIR). We Are a Distributed Team Of Data Analysts And Visualization Experts Who Provide Performance Reporting And Scorecards For Our Partners In The WI Client And Participant Services Organization (WI CAPS). We Collaborate With Leaders At All Levels To Understand Their Key Questions And Develop Solutions To Address Those Needs. The Work We Do Is Broken Down Into 4 Key Areas Executive Reporting and Insights supporting Level 2 and Level 3 leaders. This includes executive scorecards, analysis on performance, helping leaders 'tell the story' about what's happening in their organization and identify areas requiring action. Research and Analysis to provide a deeper understanding of the root causes and drivers of change in their key performance indicators. Data Visualization to facilitate greater self-service analytics for mid-level and front-line leaders. This includes collaborating with the business to learn about their processes and information needs, translating those needs into self-service, interactive BI solutions. Innovation / Strategic Opportunities to improve existing solutions, build greater efficiencies, and expand the value we provide. The Experience And Skills You Bring 3+ years’ experience in a business intelligence role, or similar Applied skills in visualization design and dashboard development using Power BI or similar tools is required Experience in or knowledge of the WI Client and Participant Services organization is helpful Proficiency consuming large, disparate data and the ability to transform the information into simple, repeatable, actionable insights Comfortable working autonomously, including the capacity to work on multiple projects at one time Ability to build relationships and strategic partnerships with your peers, partners, and key collaborators Critical thinking skills and attention to detail Innovation mentality, looking for efficiencies and process improvement opportunities The Value You Deliver Empowering business partners with information and insights that directly impact organizational goals Helping business partners to improve performance results by identifying areas of opportunity and driving insights to action Allowing leaders and associates to 'Own the Outcome' by providing transparency into performance results vs. goals Enabling data-driven decision-making on the efficiency of critical initiatives / programs Educating business partners / customers to increase organizational data literacy Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manger to understand the potential impact to your registrations before a final hiring decision is made. Salary Grade 5 Organization WI Strategy and Planning Category Business Analytics and Insights Employee Referral Bonus 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 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.
We need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Also remove note about immigration sponsorship? That's a note but maybe not boilerplate? It's a note about immigration sponsorship; might be considered legal? It's a note about not providing immigration sponsorship. Could be considered legal. Probably remove it. Also remove "Employee Referral Bonus" maybe not needed? It's a benefit? Might be considered benefit but not specific. The instruction: include a section ONLY when posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them.
We have Salary Grade 5 (pay). That's specific: Salary Grade 5. So we can include Pay section with that. Also we have hybrid working model details: schedule? It mentions hybrid working model, onsite expectations: Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. That's schedule info. So we can include Schedule section with that.
Benefits: Not explicitly listed besides maybe Employee Referral Bonus (but that's not a benefit description). There's mention of hybrid working model benefits but not explicit benefits like health, 401k. So maybe we skip Benefits section unless we have specific content. The posting does not list benefits like health insurance, retirement, etc. So we should not create a Benefits section.
We need sections: About the role (maybe "The Role" content), Responsibilities (maybe "The Work We Do Is Broken Down Into 4 Key Areas" etc), Requirements/Qualifications/Skills (maybe combine). The instruction: Prefer a few substantive sections over many thin ones. So we could have sections: About the role, Responsibilities, Requirements (or Skills). Could also have Team description as part of About the role.
We need to use
for section headings. Use - for any list of duties/requirements/benefits, and
for prose.
We must preserve ALL substantive information; do NOT invent or summarize away detail. So we need to include all details from the posting, but we can format them.
We need to avoid duplication. Let's extract substantive content:
- Role description: traditional BI reporting role, focused on crafting data visualizations and reporting; not advanced analytics/data science. Performs activities: developing dashboards, automating processes to support business decision-making. Ideal candidate: strong business communicator with senior leaders, front-line managers and peers, collaborating to build actionable solutions. Participates in multiple projects, strong data visualization skills. Works as collaborator, may lead a project or individual work streams within larger project. Individual contributor role, does not directly supervise staff.
- Team: WI Business Intelligence part of broader WI Internal Analytics, Insights, and Reporting Group (WI IAIR). Distributed team of data analysts and visualization experts who provide performance reporting and scorecards for partners in WI Client and Participant Services Organization (WI CAPS). Collaborate with leaders at all levels to understand key questions and develop solutions.
- Work areas (4 key areas):
1. Executive Reporting and Insights supporting Level 2 and Level 3 leaders: includes executive scorecards, analysis on performance, helping leaders 'tell the story' about what's happening in their organization and identify areas requiring action.
2. Research and Analysis: deeper understanding of root causes and drivers of change in KPIs.
3. Data Visualization: facilitate greater self-service analytics for mid-level and front-line leaders; includes collaborating with business to learn about processes and information needs, translating those needs into self-service, interactive BI solutions.
4. Innovation / Strategic Opportunities: improve existing solutions, build greater efficiencies, expand value.
- Experience and Skills You Bring:
- 3+ years’ experience in a business intelligence role, or similar.
- Applied skills in visualization design and dashboard development using Power BI or similar tools is required.
- Experience in or knowledge of the WI Client and Participant Services organization is helpful.
- Proficiency consuming large, disparate data and ability to transform information into simple, repeatable, actionable insights.
- Comfortable working autonomously, including capacity to work on multiple projects at one time.
- Ability to build relationships and strategic partnerships with peers, partners, and key collaborators.
- Critical thinking skills and attention to detail.
- Innovation mentality, looking for efficiencies and process improvement opportunities.
- The Value You Deliver:
- Empowering business partners with information and insights that directly impact organizational goals.
- Helping business partners improve performance results by identifying areas of opportunity and driving insights to action.
- Allowing leaders and associates to 'Own the Outcome' by providing transparency into performance results vs. goals.
- Enabling data-driven decision-making on the efficiency of critical initiatives / programs.
- Educating business partners / customers to increase organizational data literacy.
- Hybrid working model: blends onsite and offsite; majority onsite important for business strategy and culture; benefits of offsite valued. Most Hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. Does not apply to Remote or Onsite roles.
- Note about FINRA registered internal employee: maybe we can keep as a note? It's not boilerplate? It's a specific note about FINRA registration impact. Might be considered relevant but maybe not essential. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. This note is about FINRA registration impact; could be considered legal. Might be safe to remove. However, it's not a standard boilerplate; it's a specific note. But to be safe, maybe we keep it as a note? The instruction says remove legal boilerplate. This is a legal note. I'd remove it.
- Salary Grade 5.
- Organization: WI Strategy and Planning.
- Category: Business Analytics and Insights.
- Employee Referral Bonus: maybe not needed.
- Fidelity’s Onsite Working Model: transitioning to full-time onsite via phased rollout; some roles/locations require 100% onsite, others less; expectations likely to evolve; transition does not apply to fully remote roles.
- Certifications Category: Business Analytics and Insights.
- Legal provisions: lots of laws; maybe boilerplate; remove.
We need to decide which sections to include.
Potential sections:
- About the role (could combine role description and team description)
- Responsibilities (the 4 work areas)
- Requirements/Skills (experience and skills you bring)
- Value You Deliver (maybe as part of About the role or separate)
- Pay (Salary Grade 5)
- Schedule (Hybrid working model details)
We should avoid too many sections; maybe combine About the role and Value You Deliver into one "About the role" section. Respons
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Remove boilerplate, duplicated lines, application instructions. Include a section ONLY when posting has real, specific content for it — never emit heading followed by filler/placeholder text. Prefer few substantive sections over many thin ones. We need to parse the job description and extract relevant content. Let's read the posting: Job Description Job Description Note: Fidelity will not provide immigration sponsorship for this position Manager, Data Analytics and Insights (Individual Contributor) The Role This is a traditional Business Intelligence reporting role, focused on crafting data visualizations and reporting. It is not an advanced analytics / data science role. The Manager, Data Analytics and Insights performs a variety of activities such as developing dashboards and automating processes required to support business decision-making. The ideal candidate serves as a strong business communicator with senior leaders, front-line managers and peers, collaborating with them to build actionable solutions. This person participates in multiple projects and has strong data visualization skills. This role works as a collaborator and may lead a project or individual work streams within a larger project. This is an individual contributor role and does not directly supervise staff. The Team WI Business Intelligence Is Part Of The Broader WI Internal Analytics, Insights, And Reporting Group (WI IAIR). We Are a Distributed Team Of Data Analysts And Visualization Experts Who Provide Performance Reporting And Scorecards For Our Partners In The WI Client And Participant Services Organization (WI CAPS). We Collaborate With Leaders At All Levels To Understand Their Key Questions And Develop Solutions To Address Those Needs. The Work We Do Is Broken Down Into 4 Key Areas Executive Reporting and Insights supporting Level 2 and Level 3 leaders. This includes executive scorecards, analysis on performance, helping leaders 'tell the story' about what's happening in their organization and identify areas requiring action. Research and Analysis to provide a deeper understanding of the root causes and drivers of change in their key performance indicators. Data Visualization to facilitate greater self-service analytics for mid-level and front-line leaders. This includes collaborating with the business to learn about their processes and information needs, translating those needs into self-service, interactive BI solutions. Innovation / Strategic Opportunities to improve existing solutions, build greater efficiencies, and expand the value we provide. The Experience And Skills You Bring 3+ years’ experience in a business intelligence role, or similar Applied skills in visualization design and dashboard development using Power BI or similar tools is required Experience in or knowledge of the WI Client and Participant Services organization is helpful Proficiency consuming large, disparate data and the ability to transform the information into simple, repeatable, actionable insights Comfortable working autonomously, including the capacity to work on multiple projects at one time Ability to build relationships and strategic partnerships with your peers, partners, and key collaborators Critical thinking skills and attention to detail Innovation mentality, looking for efficiencies and process improvement opportunities The Value You Deliver Empowering business partners with information and insights that directly impact organizational goals Helping business partners to improve performance results by identifying areas of opportunity and driving insights to action Allowing leaders and associates to 'Own the Outcome' by providing transparency into performance results vs. goals Enabling data-driven decision-making on the efficiency of critical initiatives / programs Educating business partners / customers to increase organizational data literacy Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manger to understand the potential impact to your registrations before a final hiring decision is made. Salary Grade 5 Organization WI Strategy and Planning Category Business Analytics and Insights Employee Referral Bonus 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 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. We need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Also remove note about immigration sponsorship? That's a note but maybe not boilerplate? It's a note about immigration sponsorship; might be considered legal? It's a note about not providing immigration sponsorship. Could be considered legal. Probably remove it. Also remove "Employee Referral Bonus" maybe not needed? It's a benefit? Might be considered benefit but not specific. The instruction: include a section ONLY when posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. We have Salary Grade 5 (pay). That's specific: Salary Grade 5. So we can include Pay section with that. Also we have hybrid working model details: schedule? It mentions hybrid working model, onsite expectations: Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. That's schedule info. So we can include Schedule section with that. Benefits: Not explicitly listed besides maybe Employee Referral Bonus (but that's not a benefit description). There's mention of hybrid working model benefits but not explicit benefits like health, 401k. So maybe we skip Benefits section unless we have specific content. The posting does not list benefits like health insurance, retirement, etc. So we should not create a Benefits section. We need sections: About the role (maybe "The Role" content), Responsibilities (maybe "The Work We Do Is Broken Down Into 4 Key Areas" etc), Requirements/Qualifications/Skills (maybe combine). The instruction: Prefer a few substantive sections over many thin ones. So we could have sections: About the role, Responsibilities, Requirements (or Skills). Could also have Team description as part of About the role. We need to use
for section headings. Use - for any list of duties/requirements/benefits, and
for prose.
We must preserve ALL substantive information; do NOT invent or summarize away detail. So we need to include all details from the posting, but we can format them.
We need to avoid duplication. Let's extract substantive content:
- Role description: traditional BI reporting role, focused on crafting data visualizations and reporting; not advanced analytics/data science. Performs activities: developing dashboards, automating processes to support business decision-making. Ideal candidate: strong business communicator with senior leaders, front-line managers and peers, collaborating to build actionable solutions. Participates in multiple projects, strong data visualization skills. Works as collaborator, may lead a project or individual work streams within larger project. Individual contributor role, does not directly supervise staff.
- Team: WI Business Intelligence part of broader WI Internal Analytics, Insights, and Reporting Group (WI IAIR). Distributed team of data analysts and visualization experts who provide performance reporting and scorecards for partners in WI Client and Participant Services Organization (WI CAPS). Collaborate with leaders at all levels to understand key questions and develop solutions.
- Work areas (4 key areas):
1. Executive Reporting and Insights supporting Level 2 and Level 3 leaders: includes executive scorecards, analysis on performance, helping leaders 'tell the story' about what's happening in their organization and identify areas requiring action.
2. Research and Analysis: deeper understanding of root causes and drivers of change in KPIs.
3. Data Visualization: facilitate greater self-service analytics for mid-level and front-line leaders; includes collaborating with business to learn about processes and information needs, translating those needs into self-service, interactive BI solutions.
4. Innovation / Strategic Opportunities: improve existing solutions, build greater efficiencies, expand value.
- Experience and Skills You Bring:
- 3+ years’ experience in a business intelligence role, or similar.
- Applied skills in visualization design and dashboard development using Power BI or similar tools is required.
- Experience in or knowledge of the WI Client and Participant Services organization is helpful.
- Proficiency consuming large, disparate data and ability to transform information into simple, repeatable, actionable insights.
- Comfortable working autonomously, including capacity to work on multiple projects at one time.
- Ability to build relationships and strategic partnerships with peers, partners, and key collaborators.
- Critical thinking skills and attention to detail.
- Innovation mentality, looking for efficiencies and process improvement opportunities.
- The Value You Deliver:
- Empowering business partners with information and insights that directly impact organizational goals.
- Helping business partners improve performance results by identifying areas of opportunity and driving insights to action.
- Allowing leaders and associates to 'Own the Outcome' by providing transparency into performance results vs. goals.
- Enabling data-driven decision-making on the efficiency of critical initiatives / programs.
- Educating business partners / customers to increase organizational data literacy.
- Hybrid working model: blends onsite and offsite; majority onsite important for business strategy and culture; benefits of offsite valued. Most Hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. Does not apply to Remote or Onsite roles.
- Note about FINRA registered internal employee: maybe we can keep as a note? It's not boilerplate? It's a specific note about FINRA registration impact. Might be considered relevant but maybe not essential. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. This note is about FINRA registration impact; could be considered legal. Might be safe to remove. However, it's not a standard boilerplate; it's a specific note. But to be safe, maybe we keep it as a note? The instruction says remove legal boilerplate. This is a legal note. I'd remove it.
- Salary Grade 5.
- Organization: WI Strategy and Planning.
- Category: Business Analytics and Insights.
- Employee Referral Bonus: maybe not needed.
- Fidelity’s Onsite Working Model: transitioning to full-time onsite via phased rollout; some roles/locations require 100% onsite, others less; expectations likely to evolve; transition does not apply to fully remote roles.
- Certifications Category: Business Analytics and Insights.
- Legal provisions: lots of laws; maybe boilerplate; remove.
We need to decide which sections to include.
Potential sections:
- About the role (could combine role description and team description)
- Responsibilities (the 4 work areas)
- Requirements/Skills (experience and skills you bring)
- Value You Deliver (maybe as part of About the role or separate)
- Pay (Salary Grade 5)
- Schedule (Hybrid working model details)
We should avoid too many sections; maybe combine About the role and Value You Deliver into one "About the role" section. Respons
for prose. We must preserve ALL substantive information; do NOT invent or summarize away detail. So we need to include all details from the posting, but we can format them. We need to avoid duplication. Let's extract substantive content: - Role description: traditional BI reporting role, focused on crafting data visualizations and reporting; not advanced analytics/data science. Performs activities: developing dashboards, automating processes to support business decision-making. Ideal candidate: strong business communicator with senior leaders, front-line managers and peers, collaborating to build actionable solutions. Participates in multiple projects, strong data visualization skills. Works as collaborator, may lead a project or individual work streams within larger project. Individual contributor role, does not directly supervise staff. - Team: WI Business Intelligence part of broader WI Internal Analytics, Insights, and Reporting Group (WI IAIR). Distributed team of data analysts and visualization experts who provide performance reporting and scorecards for partners in WI Client and Participant Services Organization (WI CAPS). Collaborate with leaders at all levels to understand key questions and develop solutions. - Work areas (4 key areas): 1. Executive Reporting and Insights supporting Level 2 and Level 3 leaders: includes executive scorecards, analysis on performance, helping leaders 'tell the story' about what's happening in their organization and identify areas requiring action. 2. Research and Analysis: deeper understanding of root causes and drivers of change in KPIs. 3. Data Visualization: facilitate greater self-service analytics for mid-level and front-line leaders; includes collaborating with business to learn about processes and information needs, translating those needs into self-service, interactive BI solutions. 4. Innovation / Strategic Opportunities: improve existing solutions, build greater efficiencies, expand value. - Experience and Skills You Bring: - 3+ years’ experience in a business intelligence role, or similar. - Applied skills in visualization design and dashboard development using Power BI or similar tools is required. - Experience in or knowledge of the WI Client and Participant Services organization is helpful. - Proficiency consuming large, disparate data and ability to transform information into simple, repeatable, actionable insights. - Comfortable working autonomously, including capacity to work on multiple projects at one time. - Ability to build relationships and strategic partnerships with peers, partners, and key collaborators. - Critical thinking skills and attention to detail. - Innovation mentality, looking for efficiencies and process improvement opportunities. - The Value You Deliver: - Empowering business partners with information and insights that directly impact organizational goals. - Helping business partners improve performance results by identifying areas of opportunity and driving insights to action. - Allowing leaders and associates to 'Own the Outcome' by providing transparency into performance results vs. goals. - Enabling data-driven decision-making on the efficiency of critical initiatives / programs. - Educating business partners / customers to increase organizational data literacy. - Hybrid working model: blends onsite and offsite; majority onsite important for business strategy and culture; benefits of offsite valued. Most Hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. Does not apply to Remote or Onsite roles. - Note about FINRA registered internal employee: maybe we can keep as a note? It's not boilerplate? It's a specific note about FINRA registration impact. Might be considered relevant but maybe not essential. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. This note is about FINRA registration impact; could be considered legal. Might be safe to remove. However, it's not a standard boilerplate; it's a specific note. But to be safe, maybe we keep it as a note? The instruction says remove legal boilerplate. This is a legal note. I'd remove it. - Salary Grade 5. - Organization: WI Strategy and Planning. - Category: Business Analytics and Insights. - Employee Referral Bonus: maybe not needed. - Fidelity’s Onsite Working Model: transitioning to full-time onsite via phased rollout; some roles/locations require 100% onsite, others less; expectations likely to evolve; transition does not apply to fully remote roles. - Certifications Category: Business Analytics and Insights. - Legal provisions: lots of laws; maybe boilerplate; remove. We need to decide which sections to include. Potential sections: - About the role (could combine role description and team description) - Responsibilities (the 4 work areas) - Requirements/Skills (experience and skills you bring) - Value You Deliver (maybe as part of About the role or separate) - Pay (Salary Grade 5) - Schedule (Hybrid working model details) We should avoid too many sections; maybe combine About the role and Value You Deliver into one "About the role" section. Respons