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Fidelity Investments

Manages investments and workplace retirement plans

Director – Data Analytics and Insights

Data & AnalyticsUpdated on Nov 11
Full-timeBoston, MA, USA

About the Job

Requirements

  • Ability to think strategically, challenge assumptions, and provide thought leadership.
  • Outstanding analytical skills and the ability to break down sophisticated questions and supporting data into well-structured analyses.
  • Experience managing sophisticated projects across teams and exercising influence and autonomy amid shifting priorities and timelines.
  • Ability to act as a connection point to other analytical teams within Workplace Investments and other business units, build positive relationships, and lead and influence cross-functional teams.
  • Ability to coach and guide analysts across Workplace Investments and other business units.
  • Experience interacting with leaders at all levels and crafting executive-level presentations to communicate data narratives.
  • Proficiency in verbal and written communication and familiarity with presentation tools, including Microsoft Office, ThinkCell, Tableau, or Power BI.
  • Bachelor’s degree.
  • Ability to synthesize data and trends to develop key insights and storylines that connect effectively with leaders.
  • Experience working with data environments and knowledge of querying languages or applications such as SQL and Python to create, manipulate, and transform large datasets.
  • Experience using artificial intelligence tools, including Microsoft 365 Chat and GitHub Copilot.
  • Experience leveraging artificial intelligence, including machine learning, natural language processing, or generative AI, to solve complex business problems.

Responsibilities

  • Support and build relationships across teams and stakeholders in support of internal analytic initiatives and projects.
  • Sustain deep stakeholder relationships, support high-priority requests, and source data-driven solutions that foster a data narrative.
  • Communicate data-driven, contextualized insights through narratives and visualizations.
  • Support the creation, management, and achievement of business objectives, new focus areas, and success measures by providing insights.
  • Articulate future vision and influence roadmaps through useful insights.
  • Interact directly with the business to address strategic questions.

Desired Qualifications

  • MBA preferred.
  • Prior experience working across functions and business units is desired.

About the Company

Fidelity Investments

Manages investments and workplace retirement plans

Fidelity Investments manages money and runs brokerage accounts for individuals, while administering workplace benefits and supporting financial advisers and institutions. Its funds span active management and index investing, and its advice services range from automated portfolios to dedicated wealth managers. Customers trade through online accounts or work with advisers by phone and at investor centers, while employers use its services for retirement savings and stock plans. The business earns advisory fees and charges for selected trades, with institutional custody and clearing services alongside its consumer accounts. Fidelity was founded in 1946 and is headquartered in Boston, Massachusetts, United States.

Company size
10,001+
Company stage
Debt Financing
Total funding
$250.4B
Headquarters
Boston, MA
Founded
1946

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