Lead, Data Analytics and Quality Insights

Job Description

Lead, Data Analytics and Quality Insights

Note: Fidelity is not providing immigration sponsorship for this position

The Role

The primary purpose of your role is to provide analytical and process improvement support for initiatives aimed at improving quality across Fidelity Charitable. As part of your role, you will 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

The Expertise And Skills You Bring

• 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
• 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
  
  

Process Improvement and Project Support

• 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
  
  

Professional Engagement

• 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
  
  

The Team

Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising

Certifications

Category:

Quality

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.