Fidelity Investments · 3 weeks ago
Manager, WI Quality Management Data Analytics
Covington, KY
Full-time
Hybrid
Mid, Senior Level
5+ years expFidelity Investments is a financial services company, and they are seeking a Manager for their WI Quality Management Data Analytics team. This role involves supporting the Workplace CAPS organization by identifying risks, implementing controls, and enhancing operational improvements through data analysis and automation.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Develop and code dashboards, automated workflows, or queries in a variety of ETL data tools to support strategic business data needs for the purposes of increasing efficiency and/or decreasing risk. Actively perform dedicated and targeted data analysis to identify risks for management
Support projects that address complex business problems involving multiple stakeholders, teams, and systems. Familiarity with mapping processes, identifying risk areas based on industry research and experience, and communicating results in a consumable format. Understanding of data analysis and proven testing techniques is necessary to pinpoint issue root cause and deploy commensurate controls and improvements
Quickly grasp sophisticated processes, collaborating with process owners to develop analytic and automation requirements, and assess gaps for potential enhancements
Provide analytics and automation support to the Quality Management Fraud Anomaly Prevention and Detection team; this includes ongoing monitoring reporting, ad hoc data requests to support participant and client level escalation research, and dashboard summaries of KPI’s and metrics
Identify appropriate and reliable data sources in back-end system databases that align with business requirements referencing front-end system UI’s. Challenge existing data architecture and source data when discrepancies, timing issues, or incompleteness is found; coordinate with database support teams to address these issues
Support existing suite of dashboards and workflow processes by providing on-going maintenance accounting for bugs/system outages, changes/updates to data sources, and enhancement requests
Analyze loss and incident data to identify themes and prioritize improvement opportunities
Assist in preparation and delivery of project-level presentations
Influence the organization in making process, quality, and control improvements
Partner with Quality Management and Operations to ensure opportunities are prioritized/implemented
Drive improvements and risk reduction efforts. Use conceptual and creative thinking; interpersonal understanding; analytical skills
Ability to work in a fast-paced environment with frequent pivots to daily priorities because of high-priority ad-hoc requests
Thoroughly investigates processes through detailed observations, interviews, document inspection, and operational review
Qualification
Required
Bachelor's degree required
5+ years' of financial services industry experience
7 years proven track record of evaluating, designing, and improving controls (i.e., audit, risk, compliance, or operations/quality management with a solid understanding of internal controls) and/or experience developing analytic/automation tools
Skilled at using data and insights, using facts to lead the way in developing effective strategic roadmaps
Proficient in SQL and Excel data analysis; Experience with Alteryx, PowerBI, and Snowflake; Python is helpful but not required
Professional quality/risk/audit/compliance/technology-related certifications are a benefit (e.g. Six Sigma, CPA, CIA, CISA)
Process automation, development, and process reengineering
Support project-based teams responsible for providing independent and objective advisory services that help manage risk, improve customer service, and enhance business performance
Ability to query a variety of database formats (Snowflake, Oracle, SQL Server, Sybase, DB2/Mainframe, etc.)
Familiarity with basic Risk-Control Frameworks
Familiarity with WI business operations and relevant regulations
Experience with presentation and communication skills, including developing impactful PowerPoint presentations and data visualizations
Teammate who works constructively with others to achieve team goals and provide departmental thought leadership
Ability to collaborate with business partners to build consensus and influence/prioritize outcomes
Employ current and emerging data analysis tools and techniques
Experience in Financial Services Risk, Compliance, and Audit roles performing complex process and control assessments of operational, financial, and technology functions and presenting control gaps and thoughtful process and control improvements to senior management
Ability to actively perform dedicated and targeted data analysis to identify risks for management
Strong coordination with key business partners will be required to obtain data sets and confirm results of the analysis
Strong understanding of SQL basics and the use of common database querying tools
Ability to balance multiple projects/tasks within a tight timeframe
Strong presentation, written and interpersonal communication skills
Critical thinking and problem-solving skills
Preferred
Power BI / Tableau / Alteryx skills are preferable
Knowledge of WI processes, controls, and associated risks is strongly preferred
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
Crunchbase News
2026-01-09
2026-01-08
Company data provided by crunchbase