Lead – Data Analytics – Analytics Chapter, Brokerage Domain

Bangalore, Karnataka


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Job Description:

Job Title: Lead – Data Analytics – Analytics Chapter, Brokerage Domain

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 and work in agile way 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 embedded in the Brokerage team, you will collaborate with a team of passionate and hardworking cross-functional members within your team and across Fidelity's Personal Investing business. Your team’s focus is to understand independent investors’ behaviors and needs across all digital platforms to find opportunities and create experiences that will improve their trading and investing experiences.  

As a Lead in Brokerage domain, you will employ your analytical expertise working directly with business stakeholders on cross-functional – product development, customer experience, marketing, and technology – teams to generate the insights needed to more deeply understand customers and to develop high-impact, efficient solutions and experiences.  You will work with stakeholder teams to generate insights employing multiple techniques: customer analytics (e.g., mine customer databases to understand customer audiences, uncover hidden patterns and inform targeting), digital analytics,  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 empower customer experience and product development teams with data-driven and actionable insights to enable objective, informed decisions

  • You drive and execute learning agendas that tackle the critical business questions to support smart business decisions and actions with pace

  • Provide customer behavior analytics for digital properties

  • Strong ability to gather insights from large sets of data on customer behavior utilizing a variety of prescriptive and/or predictive models or ability to work closely with data scientists to achieve actionable business insights

  • 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.

  • You will be expected to conduct analytics and research that generates the actionable insights stakeholders need to deeply understand their customers and enable the development of high-impact, efficient solutions and experiences.

  • 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

  • 4-8 years of relevant work experience in 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, consulting, or agency experience

  • 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.)

  • Experience with digital analytics (e.g., site analytics, digital media measurement, social listening, testing) using tools like Adobe Analytics, Adobe Target, Adobe Audience Manager, Google Trends, etc., is a plus.

Company Overview

Fidelity Investments is one of the world's largest providers of financial services. Headquartered in Boston, US, Fidelity's goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. Privately held for over 70 years, Fidelity employs 45,000 associates world-wide, who are focused on the long-term success of our customers. FMR (Fidelity Management & Research) India is the Global In-house Center of Fidelity Investments. Headquartered at Bangalore, where operations commenced in 2003, FMR India has another fully-functional unit at Chennai. To know more visit FMR India

Location for This Role: 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)


Company Overview

At Fidelity, we are focused on 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. Fidelity India has been the Global Inhouse Center of Fidelity Investments since 2003 with offices in Bangalore and Chennai. For information about working at Fidelity, visit India.Fidelity.com.

Fidelity Investments is an equal opportunity employer.

Benefits Developed for You

From the little things that make every day better to those big-picture, life-changing tools. That’s exactly what you’ll get at Fidelity. We have an amazing package of benefits and programs designed to help you thrive both at and outside of work.


Affordable and accessible healthcare benefits for you and your loved ones.

  • Coverage of up to INR 300,000 for you along with your spouse/partner, with additional top-up options available
  • Insurance covers for parents/in-laws made available at subsidized costs
  • Personal accident insurance cover of six times your annual basic salary
  • Life insurance cover of eight times your annual basic salary


We invest in nurturing healthy habits and promoting overall wellness of our associates through three pillars – Physical, Emotional, and Financial wellness.


To help you through the exciting yet demanding times of parenthood, avail of time off and other benefits such as childca