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Analyst, CKSI Advanced Data Analytics & Insights

Fidelity

Fidelity

IT, Data Science
smithfield, ri, usa · Boston, MA, USA
Posted on Feb 21, 2025

Job Description:

Are you passionate about using your analytical skills to derive insights and drive business strategy and success? Are you intrigued by being able to formulate the full picture by tying together seemingly disparate data points from multiple sources (e.g., customer attributes and behaviors, transactional history, call transcripts, digital activity, business financials) in to one cohesive story? Are you ready to drive experimentation & strategic insights to optimize every aspect of the customer’s experience?

If yes, we want you to join our forward-thinking team and make a real-world difference for Fidelity’s 40 million individual investors.

The Team

We are seeking a creative and collaborative analytics professional with expertise in data-driven and hypothesis-based insights. As a member of the Customer Knowledge & Strategic Insights (CKSI) team, you will play a pivotal role in a dynamic group. You will partner closely with stakeholders across the business, working with agile, interdisciplinary teams that possess diverse skills in analytics, engineering, data science, marketing, product development, and more. Your insights will drive initiatives that optimize and personalize the Fidelity experience.

The Skills You Bring

  • Assist in translating business needs or questions into hypotheses that can be tested through data analysis or experimentation.
  • Support the use of data to create narratives about customer experiences, identifying both successes and areas for improvement to guide future initiatives and strategies.
  • Ability to manipulate and synthesize data from large and sometimes unwieldy data into a cohesive story that delivers insights to a broad audience in a simple, clear, and actionable way.
  • A cross-functional collaborator who can work across a team with diverse skills and abilities and find success for Fidelity and our customers.
  • Demonstrating a mix of analytical skills, you always focus on business use cases and customer needs.
  • Natural intellectual curiosity, initiative, and love for learning new skills and capabilities.

The Expertise We’re Looking For

  • 2+ years of experience generating analytical insights to drive business actions, including experience with a range of analytical tools and programming languages such as SQL, Python, R, etc.
  • Experience in designing and developing dashboards & reports by using Tableau, Power BI, Qlik etc.
  • Experience using and querying big data technologies such as Snowflake, Athena, etc.
  • Experience with digital analytics using tools such as Adobe analytics is a plus
  • Bachelor’s degree in a quantitative / technical field such as Data or Business Analytics, Economics, Statistics, or Finance. MBA or MS degree a plus

The Value You Deliver

  • Continuously improving data analytics and insights capabilities and spreading that knowledge and expertise throughout the organization
  • Delivering data-driven and actionable insights to enable objective, informed business, and product decisions

Certifications: