Lead - Advanced Data Analytics and Insights

Fidelity

5 - 10 years

Bengaluru

Posted: 16/04/2025

Job Description

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

  • 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.

  • 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

  • Bachelor’s degree boosted by additional focused experience or education in areas like analytics, consulting, data science, and statistics.

  • Relevant prior work experience, preferably in Customer analytics/measurement role(s) focused on data and analytics delivery.

  • Demonstrates critical thinking and structured problem solving. Ability to draw out insights, answer the ‘so-what’ & ‘what-if’ and propose actionable recommendations.

  • Proficient in SQL(Snowflake), data visualization tools (e.g., Tableau) and advanced analytics software (e.g., R, Python)

  • 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.

  • Consistent behavioral skills in terms of time management, prioritization, and delivery focused.

  • Exposure to concepts such as attribution, A/B testing.

  • 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

About Company

Fidelity Investments is a multinational financial services corporation that offers investment management, retirement planning, and wealth management services. It is known for providing a range of solutions for individual investors, financial advisors, and institutions to help them manage their finances effectively.

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