Senior Manager, Data Analytics and Insights

About the Role

In your role as Senior Manager, Data Analytics & Insights within Fidelity’s Legal, Risk, and Compliance (LRC) group, you will work closely with Fidelity’s Risk team, as well as Audit, Compliance, Legal, and GSI teams. You will collaborate with customer-facing business units and key data providers to identify areas where data uncovers risk insights. You will participate in every stage of a data analytics project, beginning with defining the business question or hypothesis. You will pinpoint appropriate data sources, collect the necessary data, perform advanced analytics, and share the findings. You will apply data to respond to ad-hoc inquiries and develop data-driven solutions for firm-wide use.

Examples include analyzing detailed client and customer data from Fidelity’s recordkeeping systems. You will also understand how investment products are built and develop analytics on new products like cryptocurrency and trading apps.

Responsibilities

• Define business questions or hypotheses for data analytics projects
• Identify and collect appropriate data sources
• Perform advanced analytics on structured and unstructured data
• Develop data-driven solutions for firm-wide use
• Build business intelligence reports and visualizations (using Power BI or Tableau)
• Communicate insights in a clear, actionable way
• Collaborate with cross-functional teams to deliver scalable, data-informed solutions
• Respond to ad-hoc inquiries using data analytics

Requirements

• Bachelor’s degree or equivalent experience, ideally in an analytics or technical field
• 7+ years of demonstrated experience in data and analytics
• Proficient at programming in languages like SQL, Python, and/or R
• Experience with ETL tools and processes (Alteryx, Informatica, etc.)
• Experience performing data exploration and building visualizations
• Strong analytical and problem-solving skills
• Ability to manage multiple tasks and adapt quickly in a fast-paced environment
• Knowledge of the financial services industry, particularly in brokerage businesses
• Experience in an Audit, Risk, Compliance, or Security function

Skills

• Effectively defining use cases
• Identifying solutions to uncommon and complex problems
• Communicating insights clearly and actionably
• Collaborating across departments
• Strong interpersonal and communication abilities
• Intellectual curiosity and initiative
• Passionate can-do attitude
• Keen attention to detail

About the Team

The Data Science, Analytics, and Alts team sits within the broader FI and Quantitative Risk organization. We operate across a diverse set of functions, including analytics, technology, program delivery, and strategy, to provide insight and solutions that help identify, measure, and manage risk. We partner closely with teams across Risk, the CFO organization, and other business units to deliver scalable, data-informed solutions. Our team is focused on outcomes and value, with a strong emphasis on improving efficiency, enabling better decision-making, and advancing the use of data and technology across the firm.

Schedule

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.