Job Description:

　　The Role

　　The Senior Data Analyst, Personalized Planning & Advice (PP&A) is responsible for performing data analysis to identify trends and opportunities to make platform and process improvements and reduce operational risk. Your ability to work with complex data sets using multiple software applications, creative problem solving, teamwork and technical skills will help you excel at this position. The role blends expertise in data and analytics with a passion for delivering results in order to advocate for the participant and plan sponsor experiences.

　　The Expertise and Skills You Bring

　　Bachelor's Degree requiredExpertise with industry-leading analytics approaches and tools (e.g., Snowflake, SQL, Tableau, Python) to analyze data for issue identification, resolution, and trendingExperience building visualizations to drive strategic business decision making, and empower teams with self-service analyticsAbility to analyze data to identify trends and opportunities allowing the team to make platform improvements and reduce operational riskAbility to triage day-to-day operational and system issues and coordinate appropriate solutions with business and technology partnersOutstanding analytical, conceptual thinking, and problem-solving capabilities including synthesizing findings and developing practical and realistic recommendationsAbility to transform data into impactful insights allowing Operations, Product, and Technology teams to make well informed business decisionsExperience with Workplace Investing systems and platforms preferred including FPRS, WPDT, XTRAC, Plan Sponsor Webstation and FocuspointExperience in managed accounts valued Flexibility to manage multiple projects and reprioritize in a fast-paced environmentSelf-motivated, able to take initiative and achieve strong results in an environment where collaboration is required Passionate about the strategic use of data to drive business resultsDemonstrated intellectual curiosity, initiative, and a passion for learning new skills and capabilities

　　The Value You Deliver

　　Use data to identify trends and opportunities to make platform and process improvements and reduce operational riskTriage, analyze, and resolve PP&A issues and service recoveriesWork with squads and production support functions to drive root cause analysis and mitigate production issuesCollaborate with technology and business teams to deliver high-quality solutions for business problemsReduce overall risk for the product by recognizing areas of exposure and recommending and implementing controls to mitigate them

　　The Team

　　Fidelity Investments is the leader in providing workplace advice solutions to plan sponsors and retirement intermediaries. One of our key priorities is to enable record keepers, plan sponsors, and participants to maximize the benefit of their retirement plans by offering an integrated advice offering to enable participants to make the optimal investment decision for their retirement savings.

　　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 Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

　　At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

　　We invite you to Find Your Fidelity at fidelitycareers.com.

　　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 accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.

　　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.