Fidelity

Job Description:

The Role

Are you passionate about using your analytical skills to derive insights and drive business strategy and success? Are you curious about 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, 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 Expertise and Skills You Bring

• 5+ years of experience generating analytical insights to drive strategic business initiatives related to customer acquisition, segmentation & retention, product strategy, and market sizing leveraging analytical tools and programming languages such as SQL, Python, R, etc.
• A cross-functional collaborator who can work across a team with diverse skills and abilities and find success delivering insights from data to a broad audience in a simple, clear, and actionable way to better understand Fidelity's customers.
• Ability to use data to tell a story of customer experience, highlighting both successes and friction points to inform initiatives and strategies.
• Natural intellectual curiosity, initiative, and love for learning new skills and capabilities.
• Experience in crafting and developing dashboards & reports of customer-level data using Tableau, Power BI, Qlik etc.
• Experience with financial products (securities trading, margin lending, investment strategy) 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 Team

We are looking for an analytics professional to be a creative and collaborative team member, helping develop and lead data and hypothesis driven initiatives. As an indispensable member of Advanced Analytics & Customer Insights, you'll be embedded in Fidelity’s product teams and will work with an agile inter-disciplinary team with a diverse set of skills across analytics, engineering, data science, marketing, product development etc., to optimize and personalize the Fidelity experience.

Certifications:

Category:

Data Analytics and Insights

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.