Senior Manager, Data Analytics And Insights

Fidelity Investments Westlake , TX 76262

Posted 1 week ago

Job Description:

Position Description:

Develops advanced dashboards and analysis solutions, using SQL, Tableau, and Power BI. Queries relational and Cloud databases, and assists in data migration.

Develops ETL using SSIS, builds report automation, and efficient work processes within the team. Enhances and maintains database infrastructure that is critical to daily reporting and analytics -- troubleshoots SQL Database and SQL Server issues, develops ETL using SSIS, performs access management, data security, and queries performance tuning. Supports the migration of SQL server database to Snowflake.

Develops automated and standardized data sets and creates visualizations to answer strategic business questions. Delivers in-depth analyses and value-added business intelligence and analytic insights.

Primary Responsibilities:

Drives key analysis of data when researching solutions for reporting needs and analytical support that results in delivery of innovative solutions.

Develops solutions to complex business needs using automation and self-service design.

Develops management reporting and analysis, and visualizations using BI tools and Excel -- scorecards, KPIs, PowerPoint presentations, and ad-hoc analysis requests.

Provides technical assistance to team members within the reporting organization.

Assists with the production and distribution of weekly, monthly, and quarterly deliverables.

Delivers insights by leading data analytics using SQL and BI tools, and packages and communicates complex data in a simple, clear, and actionable way.

Collaborates with others in the organization to ensure successful implementation of chosen problem solutions.

Fosters and champions innovative technology solutions to resolve complex business problems.

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

Establishes and project manages analysis plans for multiple complex work steams.

Holds accountability for integration into larger, multi-disciplined projects, as appropriate.

Elicits, captures, and interprets customer problems from multiple perspectives across projects or within a program.

Mentors junior team members.

Acts as a primary liaison for business units to resolve various project/technology issues.

Establishes full project life cycle plans for one or more complex projects.

Education and Experience:

Bachelor's degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and five (5) years of experience as a Senior Manager, Data Analytics & Insights (or closely related occupation) developing reporting solutions using Tableau.

Or, alternatively, Master's degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and three (3) years of experience as a Senior Manager, Data Analytics & Insights (or closely related occupation) developing reporting solutions using Tableau.

Skills and Knowledge:

Candidate must also possess:

Demonstrated Expertise ("DE") in the entire data life cycle -- performing data analysis, mapping, acquisition (using SQL queries), impact analysis, data transformation and distribution (using SQL Server Integration Services - SSIS), and dashboard creation and KPI reporting (using Tableau and Power BI/Excel) -- within a financial services domain.

DE developing reporting and dashboard solutions to define and track KPI and performance metrics, using Tableau, Power BI, and data visualization, trending, and benchmarking; and performing data extraction, transformation, and loading, using SQL and SSIS.

DE analyzing, planning, designing, developing, testing, deploying, and supporting Business Intelligence (BI) solutions according to Agile Methodologies, using BI tools -- Tableau, PowerBI, SSRS, and Microsoft SQL.

DE performing data analytics in a Microsoft SQL Server environment, using SQL, Tableau, and PowerBI; and packaging and presenting data analysis findings to senior executives, using Tableau Stories and Microsoft Power Point.

#PE1M2

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future.

We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.

Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process.

Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.


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