Manager, Analytics \u0026 Performance Insights - Fidelity TalentSource LLC

Job Description:

Do you enjoy supporting data architecture to enable business and support partners the ability to improve the associate, leader and customer experience?  The Data Engineer, Analytics & Performance Insights supports the Brokerage Client Services Analytics organization by supporting the data infrastructure that makes those insights possible.

The location of this position is flexible. We would consider many of our Regional Center office locations including Smithfield RI, Merrimack NH, Westlake TX, Salt Lake City UT or Covington KY.

 The Expertise We’re Looking For

• Bachelor’s Degree in Computer Science or related field
• 3-5 years of hands-on experience working with SQL or Data Engineering
• Solid experience in writing complex SQL queries on Oracle (PL/SQL) and Snowflake
• Prior experience with Genesys, WFM or similar call center data platforms is helpful but not required
• Hands-on experience with performance optimization and tunning approaches, SQL tuning.
• Experience working with large data sets
• Experience with ETL strategies, design, and development
• Familiarity with distribution application design and development (Java, .Net, Python) would be a plus

The Purpose of Your Role

The Manager, Analytics & Performance Insights will be working as part of a core team building the discovery and analytics platform for Brokerage Client Services and Wealth Distribution Analytics. This will involve hydrating the data lake and building out data marts using structured data and unstructured data to support operational metrics and analytics.   The work will include building out a data quality framework to ensure that data is clean, complete and accurate enough to support near-time analytics and diagnostics across our channels and AI-ready for future use cases.

The Skills You Bring

• You can create and maintain infrastructure and training documentation
• You understand database design and modeling techniques
• Data quality mind set and knowledge of techniques to ensure data quality
• You have a good understanding of AWS compute and database services
• You have good programming skills in JAVA, Python, PowerShell 
• You have good database programming skill in Oracle SQL and PL/SQL skills.
• Experience building and deploying applications using continuous integration pipelines and automated deployment tools such as Jenkins, etc.
• Passionate and open to learning new tools and developing with the latest technologies and frameworks.

The Value You Deliver

• Performing research/ analytics methodologies such as extraction, analysis, or sampling to support assigned projects or work streams of larger initiatives.
• Solving tactical problems related to a larger scope of work, (e.g. data access and potential implementation hurdles)
• Analyzing data to identify areas of improvement or best practices to help advance organization objectives
• Documenting and reporting discoveries and processes
• Building quality solutions that align with the technology blueprint and best practices to solve business problems by driving design, development, and ongoing support.
• Actively participating in knowledge sharing sessions, code, and design reviews etc.

How Your Work Impacts the Organization

The Manager, Analytics & Performance Insights is part of Fidelity’s Brokerage group, specifically within the Strategy, Planning & 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 your hands. A career at Fidelity means you’ll be the one who will personally work with them to help achieve their dreams- whether that’s saving for college, for retirement, for a big vacation, or anything else. This is an important responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.

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

, 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\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

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 all business days of every other week in a Fidelity office.

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,

, 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

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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

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