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Fidelity Investments

Director, Advanced Data Analytics and Insights

Posted 3 Days Ago
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In-Office
Boston, MA, USA
162K-194K Annually
Senior level
In-Office
Boston, MA, USA
162K-194K Annually
Senior level
Lead advanced analytics initiatives using SQL, Python, R, NLP/ML and Elasticsearch to generate insights for customer experience. Build automated analytics, manage Elasticsearch indexes, create visualizations in Kibana/Tableau, oversee reporting cycles, mentor junior staff, manage projects, and integrate data across Snowflake, AWS, and Oracle to support business decisions.
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Job Description:

Position Description: 

 

Generates analytical and data insights to drive business actions using SQL, Qlik/Tableau, Python, and R. Creates complex, automated analytics solutions using Text Mining and Natural Language Processing (NLP) tools. Extracts and analyzes complex information from large structured and unstructured datasets using data mining and data modeling, NLP, and Machine Learning (ML). Creates and manages Elasticsearch indexes and develops queries using KQL (Kibana Query Language) and DSL (Domain Specific Language). Creates custom visualizations in Kibana and Tableau. Analyzes large volumes of structured and unstructured data in Elasticsearch.  

 

Primary Responsibilities: 

 

  • Cleans and manipulates large volumes of raw data for analysis by statistical software. 

  • Improves data analytics and insights capabilities using Adobe analytics.  

  • Formulates and applies mathematical modeling and other optimizing methods to develop and interpret information that assists with decision making.  

  • Delivers presentations of mathematical modeling and data analysis to management and other end users. 

  • Oversees daily, weekly, and monthly reporting cycles across analytic environments. 

  • Analyzes large data sets to develop new processes, perform calculations, identify anomalies, and/or product new reporting capabilities.  

  • Mentors junior team members. 

  • Works in a fast-paced environment delivering tactical and strategic technology solutions. 

  • Establishes and project management data analytics and insights projects.  

  • Contributes to the estimation, planning, analysis, design, and development of projects. 

  • Fosters innovative technology solutions to resolve complex business problems. 

 

 

Education and Experience: 

 

Bachelor’s degree in Computer Science, Engineering, Information Technology, Information Systems, Information Systems Management, or a closely related field (or foreign education equivalent) and six (6) years of experience as a Director, Advanced Data Analytics and Insights (or closely related occupation) performing data analysis and writing code using SQL and Python programming languages.  

 

Or, alternatively, Master’s degree in Computer Science, Engineering, Information Technology, Information Systems, Information Systems Management, or a closely related field (or foreign education equivalent) and four (4) years of experience as a Director, Advanced Data Analytics and Insights (or closely related occupation) performing data analysis and writing code using SQL and Python programming languages. 

 

 

Skills and Knowledge: 

 

Candidate must also possess: 

 

  • Demonstrated Expertise (“DE”) generating insights for customer service strategy and customer experience touchpoints by extracting, transforming, and analyzing unstructured and semi-structured data -- text content (call/chat transcripts, social post) and customer-entered feedback (surveys and online tool interactions) -- using Natural Language Processing (NLP), LLM models/algorithms to identifying sentiment, extracting entities, text summarization, and performing text classification; and integrating data from various sources and internal data warehouses by creating standards and repeatable workflows—Elasticsearch, Snowflake, AWS and Oracle -- to process at scale.   

  • DE quantifying and monitoring customer activities across channels by developing customer journeys using data preparation and visualization tools -- Power BI, Tableau, Kibana and Excel; and furnishing actionable insights that enable business decisions through 360-degree customer data mining using Cloud technologies – Elasticsearch, Snowflake, Oracle, and Amazon Web Services (AWS).  

  • DE identifying key trends and customer behaviors that influence business decisions by building hypothesis for mining digital or live channel data in AWS and Snowflake EDL, using SQL, Python, Elasticsearch and Amazon Web Services (AWS) technologies -- Athena, Glue, Sage maker, Kibana, S3, Quicksight, and API Gateway.  

  • DE parsing, summarizing, and visualizing customer journeys across digital or live activities using Python, Tableau, Postman, and API methodologies; tying engagements to financial or operational transactions, using SQL and Python packages; supporting and informing client service strategies by performing statistical analysis, and data extraction, transformation, and summarization within the financial services industry-- using statistical methods (inferential statistics, hypothesis testing, and A/B testing) and data analytics software (Python, SQL, Elasticsearch). 

 

Salary: $161,803.00 - $194,000.00/year. 

 

#PE1M2 

#LI-DNI

Certifications:

Category:Data Analytics and Insights

Please 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.

HQ

Fidelity Investments Boston, Massachusetts, USA Office

245 Summer St, Boston, MA, United States, 02210

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