Senior Manager, Data Analytics and Insights
At a glance
Senior Data Analysis & BI role at Fidelity. Westlake · full-time · no salary stated · we estimate $112,500–$164,000 across the United States.
Fidelity has not published a salary for this role. The figure below is our estimate, not theirs.
dataroles summary, based on the employer's posting.
What you'll do
- Lead data strategy work across enterprise initiatives and build analytical approaches for complex business questions
- Map data from source systems to final outputs so teams can model it and use dependable datasets
- Analyze large datasets, create visual tools to show performance trends, and identify what drives results
- Keep recurring reports accurate by checking inputs, processing runs, statistical outputs, and report generation
- Advise senior leaders with data-backed findings, handle stakeholder analysis requests, and mentor junior analysts
What you bring
- A bachelor’s degree in a related technical field plus five years of relevant experience, or a master’s degree plus three years
- Experience analyzing data and operating structured databases with Power BI, Tableau, Python, and Snowflake in brokerage or financial services
- Expertise using SQL and Python on financial data, including transactions, assets, flows, redemptions, and product information
- Experience applying statistical methods such as regression, hypothesis testing, time-series analysis, and factor analysis to financial data
Who this fits
This senior role suits someone who can lead analytics initiatives, advise senior leaders, and mentor junior analysts. The position is based in Westlake, and Fidelity states it will not sponsor immigration for this role. The working arrangement for this position is not specified.
From the employer
Fidelity will not provide immigration sponsorship for this position.
Job Description:
Position Description:
Partners with multiple product teams to support adoption of a modernized data platform, aligning end-to-end reporting requirements and transition efforts. Creates comprehensive data lineages from source systems to target outputs, supporting structured data modeling and enabling reliable, consumption ready datasets. Analyzes, manipulates, and processes large sets of data to conduct intricate analysis by leveraging advanced analytical techniques and tools. Provides advanced analytic solutions and data management services to stakeholders and senior leadership. Contributes to development efforts to expand and enhance the technical infrastructure capabilities associated with forecasting, big data analytics, and Machine Learning (ML) models. Delivers innovative data visualization and analytic tools that illustrate performance trends and uncover key drivers of success. Informs critical business processes by offering data driven insights and expertise throughout the software development lifecycle (SDLC) to create impactful digital experiences for clients and associates.
Primary Responsibilities:
- Defines and leads enterprise-level data strategy and analytics initiatives.
- Develops and implements advanced analytical frameworks.
- Supports strategic data initiatives and address complex business challenges.
- Assists with daily, weekly, and monthly production reporting cycles across the analytic environments.
- Ensures all required input data is available, processes run successfully, statistical output is accurate, and reports are generated properly.
- Performs independent and complex technical and functional analysis for multiple divisional initiatives.
- Develops innovative insights to support strategic business goals.
- Responds to ad-hoc data analysis requests in support of projects performed by business stakeholders.
- Contributes to the continued development and incorporation of non-traditional and unstructured data, as well as data science applications, to enhance the research and investment process.
- Advises senior leadership on data-driven decision-making.
- Mentors junior analysts.
Education and Experience:
Bachelor’s degree in Computer Science, Engineering, Information Technology, Information Systems, or a closely related field (or foreign education equivalent) and five (5) years of experience as a Senior Manager, Data Analytics and Insights (or closely related occupation) performing data analysis, databases structuring, and database operations using Power BI, Tableau, Python, and Snowflake in a brokerage and financial services environment.
Or, alternatively, Master’s degree in Computer Science, Engineering, Information Technology, Information Systems, or a closely related field (or foreign education equivalent) and three (3) years of experience as a Senior Manager, Data Analytics and Insights (or closely related occupation) performing data analysis, databases structuring, and database operations using Power BI, Tableau, Python, and Snowflake in a brokerage and financial services environment.
Skills and Knowledge:
Candidate must also possess:
- Demonstrated Expertise performing data transformation for analytics, quality control, and self-service reporting in data warehouse architecture and Extract, Transform, Load (ETL) processes; including writing SQL queries and using Common Table Expression (CTEs) for query optimization and performance tuning.
- Demonstrated Expertise applying data visualization best practices using Power BI and Tableau for exploratory analysis, dashboard development, wireframing, rapid prototyping, and iterative solution design.
- Demonstrated Expertise performing data analysis using SQL and Python within brokerage and financial domains, including transactions, assets, flows, redemptions, and product data; writing, maintaining, and troubleshooting Python scripts; and processing large-scale financial data in relational databases using Snowflake.
- Demonstrated Expertise applying statistical methodologies (regression analysis, hypothesis testing, time-series analysis, and factor analysis) to evaluate KPIs and financial data; delivering actionable insights and strategic recommendations; supporting metadata and visualization initiatives; responding to oversight and risk requests; and assessing organizational data consumption patterns.
#PE1M2
Fidelity’s 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:
Business Analytics and InsightsPlease be advised that Fidelity’s 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.
Data Analysis & BI work from LinkedIn, X, Reddit and Upwork, in one list.
Each morning you get everything that fits, strongest first.
Data Analysis & BI
Find me workBy the team behind dataroles.