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Fidelity Investments · 21 hours ago

Lead, Data Analytics and Quality Insights

Roanoke, TX

Full-time

Hybrid

Senior Level

5+ years exp

Fidelity Investments is a financial services company that provides analytical and process improvement support for initiatives aimed at improving quality across Fidelity Charitable. The role involves analyzing and synthesizing data from various sources, documenting processes, and implementing improvements that deliver business value.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

No H1B

Responsibilities

Provide analytical and process improvement support for initiatives aimed at improving quality across Fidelity Charitable

Consider all aspects of people, process and technology as you analyze and synthesize data from a variety of sources, document processes and issues, offer new and innovative solutions and implement improvements that deliver business value

Collect and analyze quality and operational control data, synthesize findings; formulate and present recommendations

Producing actionable oversight reporting for leaders

Use standard methodologies to conduct root cause analysis, formulate cogent problem statements, and quantify opportunities

Create process maps that are a means to an end - realizing significant business results

Develop and revise processes, procedures, presentations and lessons learned ensuring final deliverables meet standards for order, clarity, conciseness, style and terminology

Assist management in implementing process improvements, developing implementation plans, preparing training materials, monitoring the implementation and recommending refinements

Continuously improving one’s own skills and competencies to become a respected partner across the organization: striving to always be better

Developing and maintaining relationships to foster alignment, collaboration and the sharing of best practices

Qualification

Data analysisData visualization toolsProgramming languagesProcess improvement frameworksRobotic Process AutomationProblem solvingInformation gatheringTechnical proficiencyProcess modelingCommunication

Required

A bachelor's degree with 5+ years of experience in analyzing data, developing reporting capabilities, and delivering insights to inform business decisions

This includes data-driven proactive risk identification, automation of manual processes, and providing high-quality data analysis

Experience with data visualization and reporting tools (e.g., Tableau, Power BI, etc.)

Proficiency in data analysis tools and programming languages (e.g., SQL, Python, R, etc.)

Knowledge of Robotic Process Automation (RPA) Blue Prism, Business Intelligence etc

Demonstrated knowledge of one or more operational improvement frameworks, methodologies or toolkits such as Lean, Six Sigma or Business Process Reengineering

You have a penchant for problem solving, are detail-oriented and can think analytically, commitment to continuous improvement with a growth mindset

You are intellectually curious, take initiative, love learning new skills and sharing that knowledge with others

Leadership: You are a self-starter and are willing to challenge the status quo, try new things, and work independently

Information Gathering: You know how to creatively collect information from a wide variety of sources. You can take large amounts of information, narrow it down and identify the critical pieces

Analysis & Synthesis: You know how to analyze and synthesize information, you can provide fundamental business insights from the information that is not obvious to others and leads to actionable, improvement recommendations

Process Modeling: You have the ability to (or willingness to quickly learn how to) facilitate and document process mapping sessions that identify issues, foster creating innovative solutions and enable implementing future designs that significantly improve process quality

Problem Solving: You are comfortable with ambiguity and can simplify complex problems and provide creative, practical solutions

Communication: You communicate effectively to foster transparency and collaboration; you can build solid relationships with professionals within an organization and become a trusted business partner

Technical Proficiency: You also have a strong ability to learn new tools, applications, and systems quickly