Analyst, CKSI Advanced Data Analytics & Insights

Position Overview

Are you passionate about using your analytical skills to derive insights and drive business strategy? At Fidelity Investments, you will join the Customer Knowledge & Strategic Insights (CKSI) team where your capability to tie together disparate data—from customer attributes to transactional history and digital activity—will help craft a cohesive narrative that guides business decisions for 40 million individual investors. Collaborating with agile, interdisciplinary teams in analytics, engineering, data science, marketing, and product development, your insights will directly impact personalization and optimization of the Fidelity experience.

Fidelity Investments is dedicated to strengthening the financial well-being of its clients while fostering an inclusive culture built on integrity, honesty, and innovation.

Key Responsibilities

• Assist in translating business needs or questions into hypotheses testable through data analysis or experimentation.
• Support the use of data to create narratives about customer experiences, highlighting successes and identifying improvement areas for future strategies.
• Manipulate and synthesize large datasets into a clear, actionable story that delivers insights to a broad audience.
• Collaborate cross-functionally with teams possessing diverse skills to ensure success for Fidelity and its customers.
• Demonstrate strong analytical skills with a focus on business use cases and customer needs.
• Embrace intellectual curiosity, initiative, and a passion for learning new skills and capabilities.

Required Qualifications

• 2+ years of experience generating analytical insights using tools and programming languages such as SQL, Python, or R.
• Experience designing and developing dashboards and reports using tools like Tableau, Power BI, or Qlik.
• Proficiency in querying big data technologies such as Snowflake or Athena.
• Experience with digital analytics (e.g., Adobe Analytics) is a plus.
• Bachelor’s degree in a quantitative or technical field (such as Data or Business Analytics, Economics, Statistics, or Finance); an MBA or MS degree is an added advantage.

Benefits & Perks

• Flexible benefits that support you through every stage of your career.
• Hybrid working model offering a blend of onsite and offsite experiences (with onsite requirements for hybrid roles).
• Award-winning work environment – recognized as a Glassdoor Employees' Choice Award winner and a top 10 Best Place to Work in 2024.
• Opportunities for continuous learning, professional growth, and career development.
• A culture that values diversity, integrity, and inclusivity, with accommodations available for applicants with disabilities.