Demo

Senior Analyst- CKSI Advanced Data Analytics & Insights

Fidelity Brokerage Services LLC
RI Full Time
POSTED ON 3/2/2025
AVAILABLE BEFORE 4/25/2025
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 Ability to translate a business need or question into a hypothesis that can be validated via experimentation or data analysis. Ability to use data to tell a story of customer experience, highlighting both successes and friction points to inform 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 5 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: 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. At Fidelity, we are passionate about 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. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy

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