Senior Manager overseeing business insights and data management for the Abandoned Property and Legal Operations teams at Fidelity. Leading analytical and reporting functions while ensuring alignment with organizational priorities.
Responsibilities
Supporting end-to-end data management, analytics and reporting function
Assisting with strategy and planning activities
Tracking key initiatives and priorities
Measuring progress for Abandoned Property and Legal Operations team
Creating management materials and tracking KPIs
Supporting business reviews and all-associates meetings
Requirements
Bachelor’s degree required (Finance, Analytics, Economics, or Business preferred)
5+ years of hands-on experience in data management and/or business analytics
Strong analytical and critical thinking skills with technical curiosity and a willingness to learn
Solid business acumen and a commitment to data integrity and quality
Proficiency in business reporting and data visualization tools (Power BI and Tableau)
Advanced skills in Excel and PowerPoint; Visio experience is a plus.
Understanding of data concepts, databases, and related technologies
Familiarity with SQL and Python is advantageous but not required
Passion and sense of purpose that motivates and inspires collaboration
Creative problem-solving mindset with a desire to challenge conventional approaches
Excellent cross-team communication skills; ability to simplify complex concepts and deliver impactful presentations
Confidence, professional maturity, and presence to work independently while collaborating effectively across all organizational levels.
Benefits
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.
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