Analyst, Data Analytics and Insights

Job description

Job Description Job Title: Analyst, Data Analytics and Insights The Purpose of the Role. This role is part of the Analytics Research & Data (ARD) business unit. As a Lead, you will combine strong technical expertise with a deep understanding of the business to enable data‑driven decision‑making at Fidelity. Your insights will directly shape strategic initiatives, influence key business outcomes, and support long‑term growth. The Value You Deliver • Partner closely with business stakeholders to develop analytical insights that inform, optimize, and influence business strategy. • Analyze complex datasets to uncover the “why” behind trends and patterns, translating findings into actionable recommendations that drive informed decision‑making. The Skills That Are Key To This Role • Strong proficiency in SQL and Snowflake for data extraction, analysis, and validation. • Expertise in creating compelling, executive‑ready data visualizations using tools such as Power BI and Tableau. • Ability to tell clear, impactful data stories that surface insights, opportunities, and risks. • Skilled in translating business questions into testable hypotheses and validating them through experimentation or advanced analytics. • Demonstrated critical thinking and structured problem‑solving capabilities, with the ability to address the “so what” and “what if,” and recommend decisive actions. • Excellent communication and presentation skills, capable of conveying complex analytical insights clearly and concisely to varied audiences. • Proven ability to collaborate cross‑functionally, working effectively with diverse teams to align outcomes with organizational and customer goals. • High curiosity, strong ownership mindset, and a commitment to continuous learning and improvement. The Expertise We Are Looking For • 1 to 3 years of relevant analytics experience delivering measurable business impact through data‑driven insights, with advanced SQL proficiency. • Deep experience in KPI development, reporting, and dashboarding, including executive‑level reporting using Tableau or Power BI. • Bachelor’s degree in Economics, Statistics, Finance, or a related STEM field required; MBA or MS preferred. How Your Work Impacts The Organization Analytics Research & Data (ARD) is a forward‑looking insights organization focused on anticipating client needs and predicting future behaviors through data, analytics, customer research, and AI‑driven solutions. As part of ARD, your work will play a critical role in shaping Fidelity’s future—enhancing client experiences, enabling smarter decisions, and building enduring customer relationships. Certifications Category: Business Analytics and Insights