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Associate, Analytics & Performance Insights

ExperiencedNo visa sponsorship
Fidelity Investments logo

at Fidelity Investments

Asset Management

Posted 5 days ago

No clicks

**Associate, Analytics & Performance Insights @ Fidelity** Drive insights and enhance customer experience. Utilize 3+ yrs of data/analytics exp., Bachelor's degree. Key tools: Tableau, Alteryx, Salesforce. Duties include data management, visualization, presenting findings, and collaborating on multiple projects. AI, predictive analytics interest a plus. Salt Lake City, UT. Apply now for this opportunities-rich role.

Compensation
Not specified

Currency: Not specified

City
Salt Lake City
Country
United States

Full Job Description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

Associate, Analytics and Performance Insights


Do you enjoy harnessing the power of data to uncover insights that lead to actions? The Manager, Analytics and Performance Insights, leverages data to drive results and improve the associate, leader and customer experience within our Brokerage Client Services team. You will help build trust in our data products as we prepare for timely, personalized diagnostics that will be provided to our customer-facing teams and business partners.


The location of this position is Salt Lake City UT.


The Expertise and Skills You Bring

3 plus years working in Data and or Analytics or a degree in the field

Bachelors degree required

Experience working on multiple projects at one time, in collaboration with others

Prior experience presenting data concepts to peers and managers

Practical understanding of data management concepts, semantic-tagging, data governance principles, and practices

Experience in data quality, data management, analytics, visualization and data prep using low/no-code tools such as Tableau, Alteryx, Qlik, PowerBI, Snowflake, AtScale, Salesforce, Ataccama, Alation and Colibra

Strong desire to learn AI, Predictive Analytics and Machine Learning concepts

You thrive in an environment where data is abundant

You believe in trust and accountability, especially as it relates to how data is managed and consumed

You have strong foundational skills in documentation, organization and accuracy

You can work with agility, curiosity and creativity among large data sets

You are comfortable testing different approaches and tools to uncover insights

You are comfortable and confident in elevating anomalies and issues before they impact the business

You are responsive and proactive with the partners that rely upon you for quality data

You are always scanning for the best approach on how to leverage and work with our data

You believe that quality and scale are critical to anything that you build.

You value pace over perfection but understand the appropriate time and place for both approaches.


The Team

The Manager, Analytics and Performance Insights is part of Fidelitys Brokerage group, specifically within the Strategy, Planning and Enablement Team. We provide holistic reporting and analytics support to the Brokerage Client Services organization. We are a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in our hands. This is an important responsibility and thats why well surround you with amazing, supportive people and all the tools you need.


Fidelitys 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:

Data Analytics and Insights

Please be advised that Fidelitys 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.

Apply

All fields are required. Candidates should limit the number of roles they apply to at any given time.

Benefits that balance life and work

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.

Benefits

Company overview

Company overview 

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. 

Reasonable accommodations

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.

Equal opportunity employer

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.

Applicant screening

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.

AI Guidelines

Learn about our guidelines for use of AI when applying for a Fidelity job

Return to job search

Associate, Analytics & Performance Insights

Compensation

Not specified

City: Salt Lake City

Country: United States

Fidelity Investments logo
Asset Management

5 days ago

No clicks

at Fidelity Investments

ExperiencedNo visa sponsorship

**Associate, Analytics & Performance Insights @ Fidelity** Drive insights and enhance customer experience. Utilize 3+ yrs of data/analytics exp., Bachelor's degree. Key tools: Tableau, Alteryx, Salesforce. Duties include data management, visualization, presenting findings, and collaborating on multiple projects. AI, predictive analytics interest a plus. Salt Lake City, UT. Apply now for this opportunities-rich role.

Full Job Description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

Associate, Analytics and Performance Insights


Do you enjoy harnessing the power of data to uncover insights that lead to actions? The Manager, Analytics and Performance Insights, leverages data to drive results and improve the associate, leader and customer experience within our Brokerage Client Services team. You will help build trust in our data products as we prepare for timely, personalized diagnostics that will be provided to our customer-facing teams and business partners.


The location of this position is Salt Lake City UT.


The Expertise and Skills You Bring

3 plus years working in Data and or Analytics or a degree in the field

Bachelors degree required

Experience working on multiple projects at one time, in collaboration with others

Prior experience presenting data concepts to peers and managers

Practical understanding of data management concepts, semantic-tagging, data governance principles, and practices

Experience in data quality, data management, analytics, visualization and data prep using low/no-code tools such as Tableau, Alteryx, Qlik, PowerBI, Snowflake, AtScale, Salesforce, Ataccama, Alation and Colibra

Strong desire to learn AI, Predictive Analytics and Machine Learning concepts

You thrive in an environment where data is abundant

You believe in trust and accountability, especially as it relates to how data is managed and consumed

You have strong foundational skills in documentation, organization and accuracy

You can work with agility, curiosity and creativity among large data sets

You are comfortable testing different approaches and tools to uncover insights

You are comfortable and confident in elevating anomalies and issues before they impact the business

You are responsive and proactive with the partners that rely upon you for quality data

You are always scanning for the best approach on how to leverage and work with our data

You believe that quality and scale are critical to anything that you build.

You value pace over perfection but understand the appropriate time and place for both approaches.


The Team

The Manager, Analytics and Performance Insights is part of Fidelitys Brokerage group, specifically within the Strategy, Planning and Enablement Team. We provide holistic reporting and analytics support to the Brokerage Client Services organization. We are a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in our hands. This is an important responsibility and thats why well surround you with amazing, supportive people and all the tools you need.


Fidelitys 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:

Data Analytics and Insights

Please be advised that Fidelitys 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.

Apply

All fields are required. Candidates should limit the number of roles they apply to at any given time.

Benefits that balance life and work

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.

Benefits

Company overview

Company overview 

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. 

Reasonable accommodations

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.

Equal opportunity employer

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.

Applicant screening

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.

AI Guidelines

Learn about our guidelines for use of AI when applying for a Fidelity job

Return to job search