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**Manager, Data Analytics and Insights** The Manager, Data Analytics and Insights drives critical operations, ensuring daily tasks are completed accurately and timely. This role involves detailed data analysis, issue resolution, and helpdesk support, with a focus on quality and timeliness. In this collaborative position, you'll manage investment operations, coordinate cross-functionally, and communicate effectively with clients, data vendors, and internal stakeholders. We seek a motivated, multi-tasking individual with a strong analytics background, 3-5 years in investment/financial services operations, and proficiency in SQL, MS Office, and Python (desirable). Your ability to adapt, problem-solve, and continuously improve will be crucial. Key responsibilities include: - Managing data analysis tasks, especially involving investment data like securities and mutual funds. - Identifying, investigating, and resolving data issues. - Creating and updating process documentation, and proposing enhancements. - Supporting colleagues and helpdesk queues actively. - Employing industry research tools and brainstorming solutions. To excel in this dynamic environment, you'll leverage your strong analytical and communication skills, attention to detail, and commitment to accuracy. You'll join Fidelity's Strategic Advisers team, a diverse and inclusive workplace with a focus on building an enduring culture of belonging.
- Compensation
- $80,000 – $153,000 USD
- City
- Not specified
- Country
- Not specified
Currency: $ (USD)
Full Job Description
Job Description:
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.
The Expertise and skills You Bring
We are seeking a highly motivated and responsive teammate who can multi-task and has a knack for analytics. Our work is highly collaborative and involves close coordination and communication with clients, data vendors, and key business and technology partners across Fidelity.
- A bachelor's degree or equivalent experience.
- 3-5 years of experience in an investment or financial services operations environment.
- Hands-on experience with investment data (e.g., securities, mutual funds, indices) across different subject areas like characteristics and reference data.
- Required technical skills include a strong working knowledge of SQL and MS Office, while experience with Python is highly desirable, and familiarity with tools like R Studio is a plus.
- You are comfortable working independently and can respond effectively to a changing work environment.
- You combine analytical thinking with the confidence to make recommendations on an appropriate course of action.
- You have excellent written and verbal communication skills and strong interpersonal and relationship management skills.
- You think outside the box and strive for continuous improvement.
- You can respond effectively to a dynamically changing work environment and positively influence business outcomes.
- You have strong project management, analytical, and problem-solving skills.
- You are highly detail-oriented and organized with a strong commitment to accuracy.
- You have the ability to work effectively with various vendors and business partners across the organization.
- You can utilize industry research tools to procure company-specific data and interpret and act on the results.
- You have the ability to brainstorm with the team on solutions to address challenges and roadblocks
- You have the ability to brainstorm with the team on solutions to address challenges and roadblocks.
- 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
- Identify and propose process enhancements to make the operations more efficient.
Note: Fidelity will not provide immigration sponsorship for this position.
Team
Strategic Advisers, LLC is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelitys 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 Fidelitys 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
The base salary range for this position is $80,000-$153,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidates relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
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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.
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.
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