Principal Data Analyst, Data Analytics and Insights

Job Description:

Workplace Investing Relationship Management, Solutions Office

Principal Data Analyst, Data Analytics and Insights

Interested in a Westlake-based role, being part of a distributed team within a complex, evolving, and customer focused organization? Join us as we execute on our vision to drive ease of doing business for the associates we serve.

The Expertise we’re looking for

• Bachelor’s degree or higher in analytics, economics, statistics, data science with consulting experience.
• 5+ years’ experience in analytics as a hands-on individual contributor.
• Proven record developing & delivering automated reporting solutions and dashboards using SQL, Tableau, Power BI, & Alteryx with a solid grasp of Python and/or R.
• Knowledge of Robotic Process Automation (RPA) Blue Prism, Power Apps & Power Automate is a plus.
• Ability to independently analyze data and convey sophisticated findings in a clear and impactful way.
• Cross-domain knowledge in the Retirement Services industry, preferably Defined contributions.
• Inquisitive and driven to understand the sourcing, pedigree, and lineage of data.
• Strong customer service capabilities and the ability to interact with internal associates and leaders in a client facing role.
• Naturally collaborative with experience working in an Agile environment, including with remote teams across multiple locations.

The Purpose of Your Role

You will be part of a multi-disciplinary team in the Workplace Investing Relationship Management organization, using your analytical prowess in a meaningful role to create analytics and insights, dashboards and automated reporting solutions for our key client facing associates in Workplace Investing helping them cater to Fidelity’s client and advisor needs. In your role, you will be responsible for converting business requirements into measurable insights, partnering with data engineers, business analysts on the team to identify how and where data analytics can be used across numerous products, roles and services to help improve customer experiences.

You will be working with a team of robust business analysts evaluating data automation opportunities and drafting requirements, crafting automated reporting solutions with measurable insights for our customers. You will also be leading key initiatives in support of the WI Sales and Relationship Management’s key business objectives.

The Team

The Principal Data Analyst will be located domestically (Westlake preferred) and interact with various Solutions Office associates, WI Relationship Management Solutions Office leadership, WI Relationship Management team leads and segment leads, WI Sales leadership as well as leaders from SPS and FIL on a regular basis.

The Skills You Bring

• You collaborate well and have an appetite for problem solving.
• You bring passion to your work and operate with a sense of purpose that motivates those you work with.
• Your structured thinking and versatile set of analytic and technical skills generates a deeper understanding of our customers and enables high-impact, efficient solutions, and experiences.
• You are intellectually curious, take initiative, and love learning new skills and share that knowledge with others.
• You design solutions that automate, streamline, and standardize existing business processes.

The Value You Deliver

• You improve process and data flows through your ability to understand data and the impact changes will have across multiple systems.
• You demonstrate strong analytical skills and make timely decisions based on facts, knowledge, experience, and judgment.
• You find opportunities for improvement in data analysis, insights, and automation.

How Your Work Impacts the Organization

For Workplace Investing to deliver upon its strategic goals, strengthen our core value proposition, strategically re-engineer our operating environment, and provide our customers with better outcomes—it is crucial that we provide a support environment that is agile, efficient and delivers superior customer outcomes across a broad range of partners, services, and products. The Solutions Office is a distributed team with end-to-end solution and execution capabilities. It helps identify and execute activities/capabilities that can be transitioned to us which allows our business partners to be more focused on delivering results to our clients, prospects, and advisor community.

Our team provides solution development and execution support using agile techniques, a “good/better/best” approach, and subject matter expertise to rapidly re-engineer and automate front-end processes. We provide solutions across all WI and SPS products and services as well as partner with Fidelity International.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates.

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. And you don’t need a finance background to succeed at Fidelity— we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities. 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 Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2

Certifications:

Category:

Business Analytics and Insights

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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.