About the role
Job Description:
Job Title: Analyst, Data Analytics and Insights
The Purpose of the Role.
This role is part of the Analytics Research & Data (ARD) business unit. As a Lead, you will combine strong technical expertise with a deep understanding of the business to enable data‑driven decision‑making at Fidelity. Your insights will directly shape strategic initiatives, influence key business outcomes, and support long‑term growth.
The Value You Deliver
- Partner closely with business stakeholders to develop analytical insights that inform, optimize, and influence business strategy.
- Analyze complex datasets to uncover the “why” behind trends and patterns, translating findings into actionable recommendations that drive informed decision‑making.
The skills that are key to this Role
- Strong proficiency in SQL and Snowflake for data extraction, analysis, and validation.
- Expertise in creating compelling, executive‑ready data visualizations using tools such as Power BI and Tableau.
- Ability to tell clear, impactful data stories that surface insights, opportunities, and risks.
- Skilled in translating business questions into testable hypotheses and validating them through experimentation or advanced analytics.
- Demonstrated critical thinking and structured problem‑solving capabilities, with the ability to address the “so what” and “what if,” and recommend decisive actions.
- Excellent communication and presentation skills, capable of conveying complex analytical insights clearly and concisely to varied audiences.
- Proven ability to collaborate cross‑functionally, working effectively with diverse teams to align outcomes with organizational and customer goals.
- High curiosity, strong ownership mindset, and a commitment to continuous learning and improvement.
The Expertise We Are Looking For
- 1 to 3 years of relevant analytics experience delivering measurable business impact through data‑driven insights, with advanced SQL proficiency.
- Deep experience in KPI development, reporting, and dashboarding, including executive‑level reporting using Tableau or Power BI.
- Bachelor’s degree in Economics, Statistics, Finance, or a related STEM field required; MBA or MS preferred.
How Your Work Impacts the Organization
Analytics Research & Data (ARD) is a forward‑looking insights organization focused on anticipating client needs and predicting future behaviors through data, analytics, customer research, and AI‑driven solutions. As part of ARD, your work will play a critical role in shaping Fidelity’s future—enhancing client experiences, enabling smarter decisions, and building enduring customer relationships.
Certifications:
Category:
Business Analytics and InsightsAplyr's read
Fidelity Investments is a powerhouse in financial services, attracting professionals in technology, risk management, and client services to drive innovation and customer satisfaction.
What's promising
- •Fidelity offers diverse roles across technology, finance, and client services, indicating a broad scope for career growth.
- •The company invests heavily in technology, hiring roles in AI, cloud, and cybersecurity.
- •Fidelity's strong market presence provides stability and numerous opportunities for advancement.
What to watch
- •The financial sector's regulatory environment may limit flexibility and innovation.
- •High competition for roles may make entry challenging for less experienced candidates.
- •Limited public information about work-life balance and company culture specifics.
Why Fidelity Investments
- •Fidelity's focus on technological advancement is evident in its numerous tech-oriented roles.
- •The company has a strong emphasis on risk management, hiring specialized roles in this area.
- •Fidelity's diverse service offerings provide employees with exposure to various financial sectors.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Fidelity Investments
Fidelity Investments is a multinational financial services corporation that provides investment management, retirement planning, portfolio guidance, brokerage services, and wealth management.
