Fidelity Investments · 4 hours ago
Manager, Data Analytics and Insights
Fidelity Investments is seeking a strategic, data-driven professional to transform how performance is measured and optimized. The role involves collaborating with senior leadership to develop innovative products that provide insights into associate performance and working closely with multi-functional teams to create engaging user experiences.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Collaborate with senior leadership to develop innovative products that provide significant understanding of associate performance
Synthesize data into clear, impactful intelligence using advanced analytics and visualization techniques to influence key business decisions
Work closely with multi-functional teams to understand evolving needs, uncover opportunities, and develop interactive, outstanding user experiences
Manage projects involving dashboard and UI build, metrics, and benchmarks
Build intuitive dashboards that deliver insights and a top-tier user experience
Design innovative, user-focused solutions to simplify complexity and boost engagement
Query data, synthesize results, and turn findings into clear, actionable insights
Engage senior leaders to align priorities, present dashboards, and influence decisions
Collaborate with analytics, tech, and business teams to meet evolving needs
Champion dashboards as a domain expert and drive adoption
Apply a consultative approach to identify needs and guide data-driven decisions
Resolve product issues proactively to ensure reliability and a seamless user experience
Qualification
Required
Bachelor's degree or equivalent experience, with demonstrable experience in the financial industry
5+ years in data analytics and insights, ideally in team environment
Experience managing projects involving dashboard and UI build, metrics, and benchmarks
Proficiency in data analysis tools and programming languages (e.g., SQL)
Experience with data visualization and reporting tools (e.g., Tableau, Power BI, etc.)
Strong analytical and critical thinking skills with attention to detail
Good communication and presentation abilities
Proficiency in Excel, and the ability to build compelling visual presentations
Experience designing engaging user interfaces using prototyping tools such as Axure or similar platforms
Build intuitive dashboards that deliver insights and a top-tier user experience
Design innovative, user-focused solutions to simplify complexity and boost engagement
Query data, synthesize results, and turn findings into clear, actionable insights
Engage senior leaders to align priorities, present dashboards, and influence decisions
Collaborate with analytics, tech, and business teams to meet evolving needs
Champion dashboards as a domain expert and drive adoption
Apply a consultative approach to identify needs and guide data-driven decisions
Resolve product issues proactively to ensure reliability and a seamless user experience
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.
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
Recent News
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2026-01-22
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