Position Description:
Develops and delivers strategic analytical insights for personal investing by providing expertise in data analysis, experimentation, and visualization. Performs data analytics and insights using SQL, Adobe Analytics, Tableau and Snowflake. Uses a myriad of data sources such as digital analytics, performance statistics, and customer feedback to optimize customer experience. Applies an understanding of the nuances of a project, aligns business knowledge with targeted measures, and conducts A/B testing to improve outcomes against business objectives. Uses all data (structured and unstructured) across transaction, demographic, desktop, mobile, chat and call transcripts, and voice of customer to uncover opportunities to improve customer experience. Collaborates with business partners to identify trends and opportunities and translate insights into business growth.
Primary Responsibilities:
Cleans, retrieves and analyzes large volumes of raw data using query languages and statistical software.
Analyzes large data sets to develop new processes, perform calculations, identify anomalies, and/or product new reporting capabilities.
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 metrics and reporting cycles across analytic environments.
Mentors junior team members.
Works in a fast-paced environment delivering tactical and strategic technology solutions.
Establishes and manages 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.
Supports democratization of data among business partners and builds self-serve data visualization tools that enable decision-making.
Continuously improves data analytics and insight capabilities and spreads that knowledge and expertise throughout the organization.
Education and Experience:
Bachelor’s degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Business Administration, or a closely related field and five (5) years of experience as a Senior Manager, Advanced Data Analytics and Insights (or closely related occupation) performing data analytics and insights using SQL, Adobe Analytics, Tableau, or Snowflake in a large cross-channel enterprise environment.
Or, alternatively, Master’s degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Business Administration, or a closely related field and three (3) years of experience as a Senior Manager, Advanced Data Analytics and Insights (or closely related occupation) performing data analytics and insights using SQL, Adobe Analytics, Tableau, or Snowflake in a large cross-channel enterprise environment.
Skills and Knowledge:
Candidate must also possess:
Demonstrated Expertise (“DE”) extracting, transforming, and analyzing unstructured and semi-structured data – text content and customer-centered feedback – to identify sentiment and extracting entities; performing text summarization and text classification using Qualtrics; and integrating data from multiple sources and internal data warehouses by creating standards and repeatable workflows to process at scale using Elasticsearch, Snowflake, Amazon Web Services (AWS) or Oracle.
DE quantifying and monitoring customer activities across channels by developing customer journeys using data preparation and visualization tools -- Power BI, Tableau, Kibana, or Excel; and furnishing actionable insights that enable business decisions through customer data mining using Cloud technologies – Elasticsearch, Snowflake, Oracle, or AWS.
DE parsing, summarizing, and visualizing customer journeys and behavior across digital and live activities using Python, and Tableau or Quicksight, and Postman or API methodologies; performing customer engagement optimization using statistical methods (inferential statistics, hypothesis testing, and A/B testing) and data analytics software (Python or SQL, and AWS or Elasticsearch).
DE performing marketing analytics (opportunity sizing, penetration, and marketing measurement) to inform strategies and optimize customer engagement funnels; and analyzing clickstream data, social media analytics, and customer call logs using SQL, R, Adobe Analytics, Tableau, or Adobe Target, and ContentSquare.
#PE1M2
#LI-DNI
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Top Skills
Fidelity Investments Boston, Massachusetts, USA Office
245 Summer St, Boston, MA, United States, 02210
Similar Jobs
What you need to know about the Boston Tech Scene
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
