Senior Product Data Analyst, Stock Plan Services

Fidelity
Fidelity

Product, IT, Data Science

Westlake, TX, USA

Posted on Sep 1, 2026

Job Description:

The Role

The Product Data Analyst is a key member of the Stock Plan Services (SPS) Customer Solutions organization, responsible for partnering with Product Leaders, Stakeholders, Technology teams, Operations, and Compliance partners to define, analyze, and deliver business data solutions that support SPS products and services.

This role serves to empower and inform decision makers by analyzing data as part of business and technology requirements. The ideal candidate can understand complex data ecosystems, interpret complex data sets, identify cross-program data dependencies and patterns, understand data as input and output, and drive process improvements across the organization. This role requires strong collaboration with cross-functional teams and a deep understanding of data platforms, modeling strategies, input/output data flows, and analyzing up and downstream consumption needs.

Key Responsibilities:

  • Engaging stakeholders, product managers, and technology leaders to understand the right problems from a data perspective.
  • Collaborate with business and technical teams to analyze and document current system behavior and define future state requirements.
  • Communicate findings and recommendations clearly through written, verbal, and visual formats.
  • Accept ambiguity and synthesize information from various sources to formulate actionable insights.
  • Analyze data movement as part of job flows to identify problem points, inefficiencies, dependencies, and inconsistencies.
  • Apply knowledge of dimensional, relational, and unstructured modeling strategies to support data architecture.
  • Continuous documentation of data lineage, tracing data flow from origination to consumption.
  • Recommend improvements based on data-driven insights and design-oriented modeling approaches.
  • Influence and motivate colleagues without formal authority, fostering a collaborative and knowledge-sharing environment.
  • Stay updated on industry trends and standards in reporting, data analysis, and process optimization.
  • Proactively suggest improvements to data consumption and output methods, technologies, and workflows to improve efficiency and accuracy.

The Expertise and Skills You Bring

  • Bachelor’s degree preferred.
  • 6+ years of experience in business analysis, data analysis, or product ownership.
  • Superb communication, organizational, and time management skills.
  • Experience with data recordkeeping platforms, reporting systems, and application designs.
  • Proficiency in data analytical tools (e.g. SQL, Excel, OBIEE, Power BI).
  • Deep understanding of data modeling and structuring.
  • Solid experience with data stores, data lakes, data warehouses, and cloud platforms (e.g., AWS, Snowflake).
  • Experience with data governance and security standards.
  • Ability to translate complex data and data requirements into meaningful stories to inform decision-making.
  • Ability to represent data requirements in the context of business priorities to multiple stakeholder profiles.

The Team

For more than two decades, Fidelity Stock Plan Services, which is fully integrated within the Workplace Investing (WI) division, has been a trusted leader in equity compensation administration for both public and private companies. As a premier equity compensation provider, we empower employers with advanced technology and exceptional service to strategically manage their equity programs and attract and retain top talent. This also includes helping their employees understand and value their equity awards through comprehensive and highly personalized communications, education and guidance.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Product Management

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.

Apply

All fields are required. Candidates should limit the number of roles they apply to at any given time.

Benefits that balance life and work

From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.

Benefits

Company overview

Company overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.

Reasonable accommodations

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, or by calling 800-835-5099, prompt 2, option 3.

Equal opportunity employer

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.

Applicant screening

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.

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