Role at a glance
- Job function
-
AI & Data Data Analytics
- Salary
- Not Disclosed
- Location
- Salt Lake City, Utah, United States
- Employment
- Full-time
- Experience
- 3 plus years working in Data and or Analytics or a degree in the field
- Education
- Bachelor’s degree required
- Visa support
- Fidelity will not provide immigration sponsorship for this position.
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Role Summary
The Associate, Analytics and Performance Insights supports reporting and analytics for Brokerage Client Services. The role uses data to surface insights that can inform associate, leader, and customer experiences, and helps build trust in data products and prepare timely, personalized diagnostics for customer-facing teams and business partners.
What You'll Do
- Use data to uncover insights that can inform actions and improve associate, leader, and customer experiences.
- Help build trust in data products.
- Help prepare timely, personalized diagnostics for customer-facing teams and business partners.
- Provide reporting and analytics support to the Brokerage Client Services organization.
Generated from the employer's posting. Verify important details before applying.
View full postingQualifications
The posting requires a bachelor’s degree and lists 3+ years working in data and/or analytics or a degree in the field. It also lists experience collaborating on multiple projects and presenting data concepts; practical understanding of data management, semantic tagging, and data governance; and experience with data quality, data management, analytics, visualization, and data preparation using low/no-code tools, including Tableau, Alteryx, Qlik, PowerBI, Snowflake, AtScale, Salesforce, Ataccama, Alation, and Colibra. Other listed skills include documentation, organization, accuracy, working with large data sets, and a desire to learn AI, predictive analytics, and machine learning.
Original job description
Content provided by the employer
Original job description
Content provided by the employer
Fidelity will not provide immigration sponsorship for this position.
Job Description:
Associate, Analytics and Performance Insights
Do you enjoy harnessing the power of data to uncover insights that lead to actions? The Manager, Analytics and Performance Insights, leverages data to drive results and improve the associate, leader and customer experience within our Brokerage Client Services team. You will help build trust in our data products as we prepare for timely, personalized diagnostics that will be provided to our customer-facing teams and business partners.
The location of this position is Salt Lake City UT.
The Expertise and Skills You Bring
• 3 plus years working in Data and or Analytics or a degree in the field
• Bachelor’s degree required
• Experience working on multiple projects at one time, in collaboration with others
• Prior experience presenting data concepts to peers and managers
• Practical understanding of data management concepts, semantic-tagging, data governance principles, and practices
• Experience in data quality, data management, analytics, visualization and data prep using low/no-code tools such as Tableau, Alteryx, Qlik, PowerBI, Snowflake, AtScale, Salesforce, Ataccama, Alation and Colibra
• Strong desire to learn AI, Predictive Analytics and Machine Learning concepts
• You thrive in an environment where data is abundant
• You believe in trust and accountability, especially as it relates to how data is managed and consumed
• You have strong foundational skills in documentation, organization and accuracy
• You can work with agility, curiosity and creativity among large data sets
• You are comfortable testing different approaches and tools to uncover insights
• You are comfortable and confident in elevating anomalies and issues before they impact the business
• You are responsive and proactive with the partners that rely upon you for quality data
• You are always scanning for the best approach on how to leverage and work with our data
• You believe that quality and scale are critical to anything that you build.
• You value pace over perfection but understand the appropriate time and place for both approaches.
The Team
The Manager, Analytics and Performance Insights is part of Fidelity’s Brokerage group, specifically within the Strategy, Planning and Enablement Team. We provide holistic reporting and analytics support to the Brokerage Client Services organization. We are a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in our hands. This is an important responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
Data Analytics and InsightsPlease 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.
About the company
Fidelity
Large Enterprise
Fidelity is a leading financial services company that provides a wide range of investment solutions and retirement planning services to individuals and institutions. Founded in 1946, Fidelity is renowned for its commitment to innovation and customer service, offering tools and resources that help clients manage their investments effectively. With a strong focus on technology and research, Fidelity continues to empower investors by providing access to market insights and a diverse array of financial products. As a trusted partner in personal finance, Fidelity plays a significant role in helping people achieve their financial goals.