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Senior Manager, Data Analytics and Insights

AT Fidelity Investments
Fidelity Investments

Senior Manager, Data Analytics and Insights

North Smithfield, RI

Job Description:

Senior Manager, Dynamic Working PMO

The Role

As a Senior Manager, you will leverage your analytics expertise to support strategic planning initiatives. You will be responsible for leading space demand forecasting efforts. This includes analyzing workforce plans, site capacity and occupancy trends to establish accurate forecasts that inform both short- and long-term planning across the Workforce Planning (WFP) and Real Estate (RE) organizations.

You will collaborate closely with the WFP and RE teams. Your role will involve synthesizing data and insights to provide actionable recommendations that support space optimization and improve alignment with business requirements.

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The Expertise you Bring

  • Bachelor's degree preferred
  • 5+ years of experience in data analytics, strategy and planning, or related field
  • Proven track record of collaborating with cross-functional teams to develop forecasting models, improve processes and inform enterprise strategies
  • In-depth understanding of workforce planning and real estate strategies
  • Strong communication, interpersonal, and relationship building skills to engage stakeholders at all levels of the organization
  • Data driven approach to surfacing insights, framing problem statements, and building complete and cohesive presentations
  • Proficiency in Excel, SQL, PowerBI, Tableau and Snowflake
  • Manage multiple high-impact projects concurrently, ensuring timely completion and meeting project deadlines.
  • Develop compelling, logically structured presentations and deliverables to communicate occupancy strategies, insights and recommendations to leaders across the organization

The Value you Deliver

  • Lead the ongoing management and refinement of demand forecasts that align with workforce planning and site capacity strategies
  • Conduct regular updates to space assignments every 6 months, ensuring alignment with business requirements
  • Partner across the organization to improve data quality and forecasting methodologies
  • Foster a collaborative approach to drive effective delivery of occupancy analytics
  • Attention to detail and accuracy, with outstanding work quality
  • Strong strategic and analytical thinking, with a proven track record of turning data into actionable insights to support executive decision-making
  • Ability to work in an ambiguous environment balancing multiple demands and thriving in a project-based, reciprocal team environment
  • Excellent verbal and written communication skills

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 top 10 Best Place to Work in 2024. 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.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

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, detailed in this document, 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.

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.

Client-provided location(s): Smithfield, RI, USA; Westlake, TX, USA; Covington, KY, USA
Job ID: Fidelity-2102948
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Company Equity
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program

Company Videos

Hear directly from employees about what it is like to work at Fidelity Investments.