Job Description:
Job Title – Lead - Advanced Data Analytics and Insights
The Purpose of This Role
The Customer Knowledge and Strategic Insights (CKSI) team, within the Fidelity Wealth Business unit, plays a crucial role in providing data-driven analytics to various product areas. Your responsibilities will involve providing data and insights that contribute to strategy and execution. Your expertise in data analytics will be instrumental in driving impactful outcomes.
The Value You Deliver
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You will join an agile team dedicated to generating insights from customer data, designing experiments, providing measurement readouts, and exploring data to inform strategic decisions.
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Much of the work will influence decisions within the Distribution (Investor and Regional Centers) domain, leading to enhanced customer and associate experiences. This will contribute to both revenue growth and cost savings for the firm.
The Skills and Expertise we are Looking for
Technical / Behavioral
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Bachelor’s degree boosted by additional focused experience or education in areas like analytics, consulting, data science, and statistics.
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Relevant prior work experience, preferably in Customer analytics/measurement role(s) focused on data and analytics delivery.
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Demonstrates critical thinking and structured problem solving. Ability to draw out insights, answer the ‘so-what’ & ‘what-if’ and propose actionable recommendations.
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Proficient in SQL(Snowflake), data visualization tools (e.g., Tableau) and advanced analytics software (e.g., R, Python)
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Excellent communication and presentation skills. You can influence stakeholders and collaboratively work across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach.
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Consistent behavioral skills in terms of time management, prioritization, and delivery focused.
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Exposure to concepts such as attribution, A/B testing.
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Stay abreast of emerging trends and technologies in data analytics and evaluate and implement appropriate techniques to enhance analytical capabilities.
How your Work Impacts the Organization
At Fidelity, we are focused on 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 experiences. Fidelity India has been the Global Inhouse Center of Fidelity Investments since 2003 with offices in Bangalore and Chennai. For information about working at Fidelity, visit India.Fidelity.com.
Fidelity Investments is an equal opportunity employer.
Fidelity Investments is an equal opportunity employer.
Location: Bengaluru
Shift timings: 11 AM – 8 PM
Certifications:
Category:Data Analytics and Insights
Top Skills
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
