Job Description:

Job Title: Lead - Advanced Data Analytics and Insights

Are you passionate about generating insights that help teams develop great customer experiences and make strategic decisions that drive business performance? Come join a world-class analytics team to help teams uncover key insights to empower the creation of the best customer experiences in the Financial Services industry.

The Purpose of This Role

As part of CKSI (Customer Knowledge & Strategic Insights Group) and aligned to the Lifetime Engagement product area, you will collaborate with a team of passionate and hardworking cross-functional members within your team and across Fidelity's Wealth business. Your team’s focus is to develop strategies that would drive the adoption of retail investing relationship in WI participants, and inform business decisions with data and insights.  

As an analytics Lead in this area, you will employ your analytical expertise working directly with business stakeholders to generate the information, knowledge and insights that drive business decisions and shape business goals for the product area and beyond.  You will inform business leaders on KPIs, metrics and trends therein, through development of robust and reliable reporting processes, and interpret the key developments observed, to derive actionable insights. You will work with your stakeholder squad to generate insights employing multiple techniques: customer analytics (e.g., mine customer databases to understand customer audiences, uncover hidden patterns and inform targeting), cross-channel analytics (phone, web, branch), experimentation, and measurement of in-market tests.

In addition, as a member of the Analytics Chapter within Fidelity’s Customer Knowledge and Strategic Insights (CKSI) group, you will be part of the team responsible for maintaining / developing best-in-class analytical and research expertise, developing standards, and scaling self-serve data analytics, testing and experimentation approaches.

The Value You Deliver

• You will enable business leaders to understand key outcomes related to the expansion of retail investing relationship to WI customers and related to the offerings and experiences involved.

• You will be the source of truth on KPIs such as those around Rollover, NCIs and Crossovers, for all stakeholders across Wealth and Brokerage

• You will, through your analysis, empower business with insights about the trends and drivers of customers journey from WI to retail investing through Wealth and Brokerage.

• You enable development of business strategies through analytics that decodes customer behavior and engagement

• You drive continuous improvement in data analytics and research capabilities, and you spread that knowledge and expertise throughout the organization

The Skills that are Key to this role

• You need to bring structured thinking, a data-driven approach, business savvy and a collaborative spirit to partner with stakeholders and understand critical business questions.

• Ability to design analytical processes employing large datasets. Strong querying skills will be required

• Familiarity with design, development and deployment of robust reporting systems that span across raw data validation, table structure design, data transformation and visualization

• You need to be able to translate quantitative analyses and research findings into accessible visuals for non-technical audiences, providing a clear view into interpreting data, and crisply communicating recommendations.

• You need to bring passion to your work and operate with a sense of purpose that inspires and motivates those you work with.

• You are expected to be intellectually curious, take initiative, and love learning new skills and capabilities.

  

How Your Work Impacts the Organization

The CKSI (Customer Knowledge & Strategic Insights Group) is a research and analytics group with a mission to proactively anticipate and predict our clients’ needs and future behaviors using Data, Analytics, Customer Research and AI Solutions, so we can deliver a more valuable client experience and generate stronger lasting relationships.

By being a part of the Analytics & Research Chapter in CKSI you and your work are playing a critical role in powering Fidelity’s future.

The Expertise We are Looking For

• Prior exposure to Data Analytics

• Bachelor’s and Post-graduate qualification from top-tier institutions. MBA or equivalent qualification would be preferred

• Bachelor’s degree in a quantitative / technical field such as Engineering, Economics, Statistics and / or MBA

• Proficiency with programming / database querying tools (SQL, R, Python, etc.)

• Prior exposure to measurement analytics e.g. test and control or A/B testing

• Experience with data visualization applications (Qlik, Tableau, etc.)

Location: Bangalore - EGL

Shift timings: 11:00 am - 8:00pm (these are the official working hours so as to enable overlap with the US; that said, associates can exercise flexi  logins/logouts from office and work remote for calls/meetings with the US)

Certifications:

Category:

Data Analytics and Insights