Fidelity Investments

SENIOR ANALYST, MARKETING ANALYTICS

Posted on: 3 Feb 2021

Smithfield, RI

Job Description

Are you interested in joining a fast paced and ground breaking organization where you can make an immediate impact? Do you want to be an Analytics and Insights advocate, using data to answer important questions and shape strategy for leadership? You can be a part of a critical team within Fidelity Institutional (FI) that constantly pushes the potential of data to drive the business forward!

THE TEAM

The Marketing Analytics squad uses data, strategy, and storytelling to influence and guide the FI Marketing organization to better business results. The team occupies a unique position, able to understand the full marketing network, while applying sophisticated analytics, reporting, and visualization to transform FI into an agile and innovative marketing powerhouse. The candidate will be a part of a high visibility team with direct impact on the business.

THE EXPERTISE WE’RE LOOKING FOR

Successful applicants are likely to have 2-4 (Senior Analyst) or 4-6 (Manager) years of in a business facing data analytics role

Degree or experience in a quantitative analysis field (Engineering, Mathematics, Statistics, Finance, etc.)

Experience serving as a change agent, using data and analytics to inform strategy and presenting recommendations in easily digestible communications.

Experience working cross-functionally in a matrixed environment with competing priorities

Experience working with offshore teams preferred

THE SKILLS YOU BRING

Comfortable working through an ambiguous business question from concept to presentation. Ability to appreciate the difference between the question being asked and the question the business wants answered.

Strong understanding of data, tools, and technology

Able to identify, diagnose, and correct data issues, with both internal partners and external vendors

Willingness to ask questions and challenge status quo to benefit the organization

Able to prioritize work in the scope of agile sprints and longer-term strategy of FI Marketing

Able to work in a rapidly shifting data and priority organization

Able to communicate the vision and goals of Marketing Analytics squad to stakeholders

Strong knowledge and experience with SQL, Alteryx, VBA, Tableau, R, or Python

Familiarity or experience with agile principles

THE VALUE YOU DELIVER

Developing insight solutions aligned to pivotal initiatives that deliver simple, compelling and impactful data visualizations

Challenging conventional thinking – root out the true business challenge and collaboratively define the capabilities that will drive insights to action and competitive advantage

Helping define and deploy solutions that will consolidate and eliminate existing legacy reports by delivering a simplified insight toolkit

Supporting agile processes for fluid delivery of high value data and analyses

Training and empowering business partners and leaders on solutions built

Applying business knowledge and context to perform outcome / exploratory analysis

Communicating analysis to influence strategies and tactics to help foster a test and learn culture

Enacting transformation management and adoption of innovative approaches and solutions – help build a data driven culture

Working closely with technology teams to integrate new data sources and build scalable analytics

 

Fidelity Investments

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.

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