Fidelity - Senior Analyst - Analytics

The Analytics function is based in India and supports Fidelity Worldwide Investment's Sales, Marketing, Propositions, Risk, Finance, Customer Service and HR teams across the globe. The key objectives of the function are:

- To develop deep customer insights for our businesses helping them segment and target customers more effectively

- To develop a fact based understanding of sales trends and identify actionable sales growth opportunities for each of our sales channels

- To understand customer preferences in terms of products, service attributes and marketing activity to help refine each of these

- To help develop new services lines e.g. develop customer analytics for key IFAs, DC Clients, Individual clients etc.

- To develop market and competitive intelligence in our key markets to help shape our business planning in those markets

- The function works directly with business heads and other senior stakeholder's stakeholders to identify areas of analytics, define problem statements and develop key insights.

Purpose of the Role:

You will be expected to take a leading role in developing the Analytics capabilities for our businesses. This will involve:

- Engaging with the key stakeholders to understand Fidelity's sales, marketing, client services and propositions context

- Engaging and collaborating with different other internal teams like data support team, technology team for development of new tools, capabilities and solutions.

- Work collaboratively with IS Operations to accelerate development and sharing of highly customized data sets

- Support and Administer 3rdParty Data Feeds to the Data Warehouse, Data Mart & other cloud repositories

- Administration of new & existing Morningstar, IFIC, Manifold, ETF (State Street), separate account feeds Timely troubleshooting of data discrepancies and/or missing data

Resource Optimization & Automation:

- Maximize usage of robotic process automation (RPA) where appropriate across finance

- Proactive allocation of resources to improve efficiency of non-analytical work

- Identify and eliminate redundancies across multiple finance groups

Key Responsibilities:

Stakeholder Management (5-10%):

- Works with channel heads/stakeholders and other sponsors understand the business problem and translate it into appropriate data/analytics solution.

- Engages with key stakeholders for smooth execution, delivery and implementation of solutions

- Maximize Adoption of Cloud Based Data Management Services (40-50%)

- Adopt usage of API's and real time data connectivity to various service providers (proof of concept / sandbox environments only)

- Build out sandbox analytics environments using Snowflake, AWS, Adobe, Salesforce

- Support both data visualization and data science applications

- Speed transition from development to production (Pilot ETL prior to handoff to IS)

- Assist with documentation of data lineage in support of risk management, customer privacy and data governance initiatives

- Development of customer touchpoint master table in support of various AI/ML applications

Collaboration and Ownership (5-10%):

- Sharing of knowledge, best practices with the team including coaching or training in some of deep learning/machine learning methodologies. Provides mentoring, coaching, and consulting advice and guidance to staff, e.g. analytic methodologies, data recommendations

- Takes complete independent ownership of the projects and the initiatives in the team with the minimal support

Developing/evaluating tools, methodologies or infrastructure: (30-40%):

- Evaluates/develops, advance tools, methodologies or infrastructure to support long-term business problems and take the group to the next level, e.g. modelling software, modelling methodologies, data and system requirements, scoring process, optimization environment

Experience and Qualifications Required:

Qualifications:

Engineer from IIT/Master's in field related to Data Science/Economics/Mathematics (Tie1 Institutions like ISI, Delhi School of Economics)/M.B.A from tier 1 institutions

Experience:

- Overall 5 to 8 years of experience in Analytics

- 4+ years of experience in Python/Machine Learning/Deep Learning

- Experience of working in AWS Environment

- 4+ years of hands on experience in - Statistical Modelling /Machine Learning Techniques/Natural Language Processing/Deep Learning

- Should be able to run analytics applications such as Python, SAS,SQL and interpret statistical results

- Knowledge of SPARK/Hadoop/Big Data Platform will be preferred.

Key Competencies:

- Ability to engage in discussion with senior stakeholders on defining business problems, designing analyses projects and articulating analytical insights to business managers

- Experience with secondary data and knowledge of primary market research is a plus

- Experience with unstructured data and big data

- Experience on SPARK/Hadoop/Big Data Platforms is a plus

- Excellent problem solving skills

- Ability to independently own and manage the projects with minimal support

- High degree of comfort in working with ambiguity

- Excellent analytical skills and a strong sense for structure and logic

- Ability to develop, test and validate hypotheses

- Competent at analyzing both quantitative and qualitative data.

- Consistently reliable, methodical, adaptable, resourceful, enthusiastic, dedicated, self-motivated and commercially minded

- Ability to communicate effectively and to work with people at all levels within and outside the Company

- Focussed on providing high level customer service

- Proactive, willing to use initiative

- Flexible and adaptable, responds rapidly to changing agendas

- Ability to use good judgement in the use of confidential information

- Clear open communication with a willingness to listen