Data Analyst – Wealth Management Analytics – Fidelity Investments
Fidelity Investments is one of the largest financial services companies in the US, managing $12+ trillion in customer assets and serving 43 million individuals. Our Wealth Management Analytics team in Boston is seeking a Data Analyst to support Fidelity's financial advisors and wealth management clients with data-driven insights on portfolio performance, client behavior, and financial planning outcomes.
Responsibilities
- Analyze investor portfolio data, trade activity, and financial planning metrics across Fidelity's wealth management platform
- Build dashboards and automated reports tracking advisor productivity, AUM growth, and client engagement metrics
- Conduct client segmentation analysis to identify cross-selling opportunities and service personalization strategies
- Support development of next-best-action recommendation models for financial advisors using machine learning
- Analyze client digital engagement data from Fidelity's app and web platforms to improve the digital wealth experience
- Collaborate with investment management, distribution, and technology teams on analytical projects
Requirements
- Bachelor's degree in Finance, Data Science, Statistics, Economics, or Information Systems
- Strong SQL skills for querying Fidelity's data warehouse platforms
- Python proficiency for data analysis, modeling, and automation
- Tableau or Power BI experience for dashboard development
- Interest in personal finance, investing, and wealth management products
Benefits
- Competitive base salary with performance bonus
- Fidelity 401(k) match that is among the most generous in the industry (up to 7%)
- Free access to Fidelity's full suite of investment accounts and planning tools
- Medical, dental, and vision benefits
- Tuition reimbursement and CFA exam support for career development