Job Description:

Please Note: We are unable to offer visa sponsorship for this role.

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) into 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’re seeking an analytics professional who brings creativity, curiosity, and collaboration to the table, someone eager to lead data-driven initiatives grounded in strong hypotheses and business relevance. This role requires more than reporting outcomes; we’re looking for a thinker who relentlessly pursues the why behind the data to uncover root causes and drive meaningful impact. As part of CKSI (Customer Knowledge & Strategic Insights), you’ll collaborate with cross-functional teams across both product domains and core business operations. This role offers broad exposure to a range of business leaders and initiatives, giving you the opportunity to connect insights across different parts of the organization to drive meaningful impact. This is an individual contributor role.

 The Expertise and The Skills You Bring   

• 2+ years of experience generating insights to drive business actions, including experience in fast-paced quantitative fields such as analytics, finance, marketing measurement, or consulting   
• Bachelor’s degree in a quantitative / technical field such as Data or Business Analytics, Finance, Economics, Statistics, or Marketing. MBA or MS degree a plus   
• 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.   

• Support the use of data to create narratives about customer experiences, identifying both successes and areas for improvement to guide future initiatives and strategies.  

• Assist in translating business needs or questions into hypotheses that can be tested through data analysis or experimentation.  

• 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.  

• Natural intellectual curiosity, initiative, and love for learning new skills and capabilities.   

• 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   

• Experience with a range of analytical tools and programming languages such as SQL, Python, R, etc. a plus  

• Experience in designing and developing dashboards & reports by using Tableau, Power BI, Qlik etc. a plus 

• Experience using and querying big data technologies such as Snowflake, Athena, etc. a plus   

• Experience with digital analytics using tools such as Adobe analytics is a plus   

Certifications:

Category:

Data Analytics and Insights

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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.