Job Description

Position Description :

Designs and deploys digital research capabilities measuring live feedback. Develops dashboards using Tableau and Snowflake. Collaborates with technical squads to manage custom survey installations and deinstallations. Develops hypotheses by researching and developing analytical execution plans. Outlines insights and implications from research, and shares interpretation recommendations with leadership.

Primary Responsibilities:

• Develops, maintains, and develops live feedback capabilities across digital channels.
• Develops solutions for digital task quality assessments.
• Develops use cases using various technical drivers to transform feedback into actionable recommendations.
• Delivers pulse reports and customer satisfaction measurement tools.
• Enables democratization and organization-wide quick learning and insights.
• Designs, programs, synthesizes, and delivers research initiatives from beginning to end.
• Develops standards to feed research data into customer databases.
• Collaborates with technology and data acquisition teams.
• Builds downstream systems for data consumption by establishing databases and visualizations.

Education and Experience :

Bachelor s degree (or foreign education equivalent) in Business Administration, Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and five (5) years of experience as a Senior Manager, Research and Analytics (or closely related occupation) applying data analytics of unstructured and semi-structured data to inform strategic business decision making using SQL and Tableau.

Or, alternatively, Master s degree (or foreign education equivalent) in Business Administration, Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and three (3) years of experience as a Senior Manager, Research and Analytics (or closely related occupation) applying data analytics of unstructured and semi-structured data to inform strategic business decision making using SQL and Tableau.

Skills and Knowledge :

Candidate must also possess:

• Demonstrated Expertise (\u201CDE\u201D) coordinating research and analytics for digital Customer Experience programs; designing and deploying customized research for specialized measurement programs (NPS, CES, CSAT, CEI, and Segmentation and Customer Panels); collaborating with research vendors to independently set-up and operate end-to-end studies on research platforms ( Qualtrics); and coordinating questionnaire design and programming, implementing sampling, identifying gaps in final survey samples, and weighing panel matching techniques to remove biases.
• DE monitoring relational databases using complex SQL queries for data extractions of 1+ million records and 500+ variables from multiple data warehouses using Snowflake, SQL Developer, and SAS; integrating primary survey data with behavioral data elements; creating and maintaining advanced dashboards and data visualizations using Tableau and Clarabridge; and creating visualizations using complex data calculations, calculated fields, parameters, and filters.
• DE performing advanced research and analytics to generate insights for high visibility reports, deep dives, and trend analysis; creating weighted crosstabs on MarketSight; perform exploratory data analysis on multiple datasets, independently executing data wrangling and variable transformations (one hot encoding, data imputations, missing value treatments, and correctional weighing of samples); and performing verbatim, key driver, correlation, regression, and predictive Machine Learning (ML) model analysis (logistic regression, decision trees, and random forest) on hybrid datasets using Python and SPSS.
• DE building and maintaining supervised Natural Language Processing (NLP) models on XM Discover (Clarabridge Designer) to perform theme detection, sentiment analysis, and overall verbatim analysis for large scale data; and creating hydration pipelines and Connectors to feed data from survey sources (Qualtrics) into Clarabridge.

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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 , 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\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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.

We invite you to Find Your Fidelity at .

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

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