Fidelity Investments

Senior Data Analyst, Personalized Planning & Advice Platform Support

Fidelity Investments

Chicago, IL, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you passionate about using data to drive business decisions? Do you have experience providing support for personalized planning and advice platforms? If so, Fidelity Investments is looking for a Senior Data Analyst to join our team. In this role, you will play a crucial role in supporting our personalized planning and advice platform, using your analytical skills to develop insights and recommendations. We are seeking a highly skilled and motivated individual with a strong background in data analysis and a deep understanding of personalized planning and advice platforms. If you are looking for a challenging and rewarding opportunity to make a significant impact, then we want to hear from you.

  1. Conduct data analysis: Utilize your strong analytical skills to analyze data and provide insights and recommendations to support our personalized planning and advice platform.
  2. Collaborate with team members: Work closely with team members to identify key business questions and provide data-driven solutions to address them.
  3. Develop reports and dashboards: Create reports and dashboards to track and monitor the performance of our personalized planning and advice platform, using data to identify areas for improvement.
  4. Ensure data accuracy and integrity: Ensure accuracy and integrity of data used in analysis and reporting, working with cross-functional teams to resolve any discrepancies or issues.
  5. Stay up-to-date with industry trends: Keep abreast of industry trends and best practices related to personalized planning and advice platforms, and use this knowledge to enhance our platform and processes.
  6. Identify opportunities for improvement: Proactively identify opportunities for improvement and optimization within our personalized planning and advice platform, and make recommendations to drive business growth and efficiency.
  7. Communicate insights and recommendations: Effectively communicate complex data insights and recommendations to stakeholders, including senior management, in a clear and concise manner.
  8. Support platform development: Collaborate with product and technology teams to provide data support for the development and enhancement of our personalized planning and advice platform.
  9. Ensure data security and compliance: Adhere to data security and compliance policies and procedures to protect sensitive information and maintain data privacy.
  10. Mentor junior team members: Provide guidance and support to junior team members, promoting an environment of continuous learning and development within the team.
Where is this job?
This job is located at Chicago, IL, USA
Job Qualifications
  • Advanced Analytical Skills: A Senior Data Analyst Should Possess Strong Analytical Skills, Including Data Mining, Manipulation, And Visualization. They Should Be Able To Interpret Complex Data Sets And Provide Actionable Insights To Drive Business Decisions.

  • Technical Expertise: The Ideal Candidate Should Have A Strong Technical Background, Including Experience With Programming Languages Such As Sql, Python, Or R. They Should Also Be Familiar With Data Warehousing And Data Modeling Techniques.

  • Experience With Personalized Planning & Advice Platforms: Fidelity Investments Is Specifically Seeking A Senior Data Analyst With Experience In Personalized Planning & Advice Platforms. Candidates Should Have A Deep Understanding Of These Platforms And Be Able To Use Data To Optimize And Improve Their Performance.

  • Communication And Collaboration Skills: As A Senior Member Of The Team, The Data Analyst Will Be Required To Communicate Complex Data Insights To Non-Technical Stakeholders. They Should Have Excellent Communication And Collaboration Skills To Work Effectively With Cross-Functional Teams.

  • Problem-Solving And Critical Thinking: The Senior Data Analyst Should Be Able To Approach Problems In A Structured And Analytical Manner. They Should Be Able To Identify Patterns And Trends In Data And Use Critical Thinking Skills To Develop Innovative Solutions To Complex Business Challenges.

Required Skills
  • Project Management

  • Financial Planning

  • Data Analysis

  • Communication

  • Time Management

  • Technical Support

  • customer service

  • Data Visualization

  • Data Mining

  • Statistical modeling

  • Problem-Solving

  • Platform Support

Soft Skills
  • Communication

  • Conflict Resolution

  • Customer Service

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Senior Data Analyst, Personalized Planning & Advice Platform Support in Chicago, IL, USA is $80,000-$120,000 per year. This can vary depending on factors such as experience, education, and the specific company or industry the analyst is working in.

Additional Information
Fidelity Investments is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJanuary 30th, 2024
Apply BeforeJune 21st, 2025
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About Fidelity Investments

Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts.

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