Manager, Data Analytics and Insights

About the role

The Manager, Data Analytics and Insights performs critical functions to support daily operations, including detailed data analysis, issue identification and resolution, and helpdesk support. Quality, accuracy, and timeliness are essential to the success of this function. Team Strategic Advisers, LLC is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity’s retail, workplace, and institutional distribution channels. For more than 30 years Strategic Advisers has specialized in the design, construction, and management of asset allocation solutions, as well as the methodologies for many of Fidelity’s investment planning tools, to help investors reach their financial goals. With over $1 trillion in assets under management in a blend of Fidelity and third-party investment vehicles, the Strategic Advisers team of investment professionals constructs and manages asset allocation portfolios for more than 4 million customer accounts.

Responsibilities

• Proactively identify data issues, investigate their root cause, and work with business and technology partners to resolve them and improve data quality.
• Create, update, and assist in transitioning process documentation for new and existing workflows.
• Identify and propose process enhancements to make the operations more efficient.
• Support and coach colleagues, help identify training gaps, and actively monitor helpdesk queues to assist the team and manager.
• Actively monitor the helpdesk queue and assist the manager in logging incidents.
• Utilize industry research tools to procure company-specific data and interpret and act on the results.
• Brainstorm with the team on solutions to address challenges and roadblocks.
• Combine analytical thinking with the confidence to make recommendations on an appropriate course of action.

Requirements

• Bachelor's degree or equivalent experience.
• 3-5 years of experience in an investment or financial services operations environment.
• Note: Fidelity will not provide immigration sponsorship for this position.

Qualifications

• Hands-on experience with investment data (e.g., securities, mutual funds, indices) across different subject areas like characteristics and reference data.

Skills

• Strong working knowledge of SQL and MS Office.
• Experience with Python (highly desirable).
• Familiarity with tools like R Studio (a plus).
• Excellent written and verbal communication skills.
• Strong interpersonal and relationship management skills.
• Ability to think outside the box and strive for continuous improvement.
• Strong project management, analytical, and