Job Description:
The Senior Manager, Data Analytics and Insights role will be responsible for providing scalable, timely, easily consumable and good quality data for consumption by SAI managed products and functions. This position will help drive and define strategy for data analysis, management, acquisition, and distribution. Working closely with SAI business as well as technology partners, the position will participate on projects of various size and complexity, including product/platform development and enhancement.
The Expertise You Have
* We are seeking a highly motivated, proactive professional with excellent data and communication skills who is eager to learn about the managed accounts solutions.
* 5 years or more in a data intensive, hands on environment, preferably within investment management or technology industries
* Bachelor's Degree
The Skills You Bring
* Fidelity experience; experience with system development projects, business analysis, and data analysis.
* Basic knowledge of asset allocation investment products, Performance, Attribution, Fixed Income and Risk related experience.
* Good data querying skills using SQL, TOAD, Tableau, Excel or any other applications.
* Prior Experience with Reporting and Visualization Tools like Tableau, Spotfire, Alteryx or other BI, Data Prep, Blending etc.
* Basic understanding of AI/ML concepts, R, Python or Scala is preferred.
* Understanding of Excel(macros, VLOOKUPs, VBA) and PowerPoint
* Basic project management skills and ability to prioritize multiple work streams and competing deadlines and effectively communicate and manage expectations.
* Basic analytical skills and business judgment.
* Intellectual curiosity and commitment to continuous improvement.
* CFA preferred but not required.
The Value You Deliver
* Develop and implement a repeatable process aimed at streamlining the data sourcing, aggregation, quality & distribution
* Research, recommend and implement automation, digitization and new scalable solutions for distributing data.
* Partner with members of business and technology teams to develop Project and Execution Plans, establish agreed-upon deadlines and escalate issues, as necessary. Ensure timely production and meet calendar deadlines.
* Participate in other data-related efforts to support ad-hoc reporting and analysis.
* Meet with Data Strategy and partners on regular intervals to review priorities and provide updates across all projects and escalate issues/delays.
Certifications:
Company Overview
At Fidelity, we are focused on 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 experiences. For information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.
Boston, MA
Fidelity Investments is a privately-owned investment management company that was established in 1946 as a mutual fund company. Fidelity now offers a range of services including fund distribution and investment advice, wealth management, life insurance, retirement services, and securities execution and clearance. It manages equity, fixed income, and balanced mutual funds for individual investors, businesses, financial advisors, and institutional investors.
Based in Boston, Massachusetts, it is one of the largest investment management firms in the United States, with over 26 million customers, $6.5 trillion in total customer assets, and more than $2.4 trillion in global assets under management
History of Fidelity Investments
The Fidelity Fund was established in 1930, a year after the stock market crash of 1929 and before the Great Depression of 1933. The fund continued to operate until 1943 when it was acquired by Boston-based lawyer Edward C. Johnson II. At the time, the fund reported assets under management valued at $3 million. In 1946, Johnson II founded the Fidelity Management and Research Company, now Fidelity Investments, to serve as an investment advisor to the Fidelity Fund. When running the fund, Johnson’s objective was to buy stocks with a potential for growth, and not necessarily blue-chip stocks.
Fidelity Investments Operations
Fidelity Investments operates several businesses, with the main ones being mutual funds and brokerage services. The mutual fund division comprises three divisions – equity, high-income, and fixed income divisions. The company operates Fidelity Contrafund, the largest non-indexed mutual fund in the United States, with over $107.4 billion in assets. Fidelity Investments also owns Fidelity Magellan, which was at one time managed by former CEO and President Ned Johnson. Fidelity Magellan manages assets totaling $15.5 billion.