Analyst, Data Analytics and Insights

Fidelity Investments • Jersey City, NJ

1d • $67,000 - $127,000 • Hybrid

About The Position

Data Analyst Note: Fidelity will not provide immigration sponsorship for this position. The Role We are seeking a highly motivated BRT Analytics, Data Analytics Analyst to join a team of talented associates who are a part of the BRT Analytics & Automation Team. You will be responsible for discovering, designing, and delivering reporting and analysis solutions for partners. This team is the go-to analytic consultants for the Brokerage Recordkeeping Technology (BRT) platform and Operations Service Group (OSG). This role will understand business needs, scope data requests, create insights, and recommending solutions to key business partners and collaborate with other colleagues. This role includes the support of data analysis and dashboard development for technology work streams. The Expertise and Skills You Bring Bachelor's degree in business, mathematics, computer science or equivalent Experience in consulting or corporate work experience focused on using data to uncover insights that drive action and communicating analyses to technical and non-technical audiences. At least 1 Years user of data analytics visualization tools, including Tableau, Microsoft Power BI, and SAP Business Objects Experience in data analysis role with experience in working with large complex data sets Experience writing and translating business requirements to complex SQLs Solid understanding of data lineage. Ability to breakdown and detail the flow of data from origination to consumption Experience with data linage tools a plus (alation, meta center) Knowledge of statistical analysis (e.g., descriptive statistics and knowledge of statistical significance), quantitative research, and experience gathering and interpreting data Experience with cloud native data warehousing and data lake solutions using Snowflake is a plus. Strong level SQL experience, used to design new platforms on cloud technologies/architecture including Snowflake, AWS, etc. Knowledge of advanced analytics tools and techniques to perform analysis and interpret data – some examples are: SQL, SAS, R, Python, etc. a plus Experience with the Power Platform such as Power Automate and Power Apps is a plus. You have an analytic and innovative mind You have exceptional listening and communication skills Being self-starter who enjoys taking the lead on project level deliverables, including but not limited to determining approach, tools, and output required. Ability to create strong documentation is a must. Experience carrying out projects in an Agile environment. Strong organizational and time management skills with a proven ability to meet deadlines Strong analytical, storytelling skills and will thrive managing concurrent projects Experience being data-driven approach to decision making. Basic knowledge of GenAI tools and IDE is a plus Go-getter, self-sufficient, and willing to exhaust all research avenues before seeking help or discontinuing the search for answers. Perform autonomously on tasks but are willing and able to share knowledge with coworkers and partners. Accepts uncertainty and can combine various sources of information including personal data experimentation, research, and dialogues to formulate answers. Values pace over perfection and can show incremental progress of analysis and research through tangible artifacts. Capable of balancing multiple contending priorities. Familiar with the financial industry and/or have a strong desire to learn our brokerage business to maximize the value of our data. Exercise extreme ownership over all your tasks and take accountability for your team’s results The Team The Brokerage Recordkeeping Technology (BRT) Analytics & Automation team is responsible for driving the reporting modernization plan to ensure that legacy reporting tools are deprecated, and cloud-based data solutions are adopted. The Analytics & Automation team is part of the Operations Tech & Support Engineering area which is responsible for owning the BRT operations experience. Company Overview At Fidelity, we are passionate about 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at [email protected] or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation. The base salary range for this position is $67,000-$127,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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. 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 consult with your recruiter for the specific expectations for this position. Certifications: Category: Business Analytics and Insights At Fidelity, we are passionate about 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. 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 please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact [email protected] For roles based in Germany: Contact [email protected] Fidelity Privacy Policy

Requirements

• Bachelor's degree in business, mathematics, computer science or equivalent
• Experience in consulting or corporate work experience focused on using data to uncover insights that drive action and communicating analyses to technical and non-technical audiences.
• At least 1 Years user of data analytics visualization tools, including Tableau, Microsoft Power BI, and SAP Business Objects
• Experience in data analysis role with experience in working with large complex data sets
• Experience writing and translating business requirements to complex SQLs
• Solid understanding of data lineage. Ability to breakdown and detail the flow of data from origination to consumption
• Knowledge of statistical analysis (e.g., descriptive statistics and knowledge of statistical significance), quantitative research, and experience gathering and interpreting data
• Strong level SQL experience, used to design new platforms on cloud technologies/architecture including Snowflake, AWS, etc.
• You have an analytic and innovative mind
• You have exceptional listening and communication skills
• Being self-starter who enjoys taking the lead on project level deliverables, including but not limited to determining approach, tools, and output required.
• Ability to create strong documentation is a must.
• Experience carrying out projects in an Agile environment.
• Strong organizational and time management skills with a proven ability to meet deadlines
• Strong analytical, storytelling skills and will thrive managing concurrent projects
• Experience being data-driven approach to decision making.
• Go-getter, self-sufficient, and willing to exhaust all research avenues before seeking help or discontinuing the search for answers.
• Perform autonomously on tasks but are willing and able to share knowledge with coworkers and partners.
• Accepts uncertainty and can combine various sources of information including personal data experimentation, research, and dialogues to formulate answers.
• Values pace over perfection and can show incremental progress of analysis and research through tangible artifacts.
• Capable of balancing multiple contending priorities.
• Familiar with the financial industry and/or have a strong desire to learn our brokerage business to maximize the value of our data.
• Exercise extreme ownership over all your tasks and take accountability for your team’s results

Nice To Haves

• Experience with data linage tools a plus (alation, meta center)
• Experience with cloud native data warehousing and data lake solutions using Snowflake is a plus.
• Knowledge of advanced analytics tools and techniques to perform analysis and interpret data – some examples are: SQL, SAS, R, Python, etc. a plus
• Experience with the Power Platform such as Power Automate and Power Apps is a plus.
• Basic knowledge of GenAI tools and IDE is a plus

Responsibilities

• discovering, designing, and delivering reporting and analysis solutions for partners
• understand business needs, scope data requests, create insights, and recommending solutions to key business partners and collaborate with other colleagues
• support of data analysis and dashboard development for technology work streams

Benefits

• comprehensive health care coverage and emotional well-being support
• market-leading retirement
• generous paid time off and parental leave
• charitable giving employee match program
• educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level