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Lead - Data Analytics and Insights

Lead - Data Analytics and Insights

locationBengaluru, Karnataka, India
PublishedPublished: 6/14/2025
Project Management / Professional Services
Full Time

Job Description:

Job Title : Lead - Data Analytics & Insights

The Purpose of This Role

This role is in the Analytics, Research and Data (ARD) function, that enables business leaders at Fidelity Investments to make informed decisions. The team uses a combination of business & consumer research, analytics, data science and decision sciences to solve business problems at the operational, tactical, and strategic level. This role is in the Tax Exempt (TEM) Analytics team and focused on analyzing customer and their transactional & interaction data and turn them into actionable insights through a mix of basic & advanced analytics and Data Science algorithms.

The Value You Deliver

  • Bring your own ideas on how to enhance our intelligence capabilities, identify new valuable analyses, and seek to further engage our partners with timely relevant insights

  • Independently conduct data analyses, apply statistical techniques with minimal supervision

  • Analyze structured and unstructured data using analytical tools and techniques

  • Manage business partner / stakeholder engagement

  • Participate in / leading interactions with middle and senior level management

  • Present the analysis/key findings to senior stakeholders in a clear and concise manner.

The Skills that are Key to this role

Technical / Behavioral

  • Knowledgeable and experienced in applying statistics, data modeling, data analytics, and data science techniques in a professional context.

  • Experience in basic to advanced analytics, having a flair for Quantitative Analysis with tools like Python, SQL, Alteryx.

  • Experience in data visualization tools e.g., Tableau

  • Strong analytical, investigatory, and problem-solving skills, ability to draw out insights, answer the ‘so-what’ & ‘what-if’ and propose actionable recommendations

  • Ability to synthesize large volumes of data into comprehensible and insightful information.

  • Experience with data bases and understanding of database architecture

  • Ability to deal with data ambiguity and fast paced environment.

  • Logical thinking and ability to shift through data to identify insights.

  • Effective presentation and story boarding skills with exposure to executive level presentations

  • Excellent written and verbal communication skills

  • Excellent collaboration skills

The Skills that are Good To Have for this role

  • Experience working in AWS environment is a plus.

  • Attention to detail.

  • Strong work ethic in terms of time management and project ownership / accountability.

  • Ability to think out of box and design end-to-end solutions.

  • Persuasive / influencing style of communication and strong inter-personal skills.

How Your Work Impacts the Organization

Established in 2006 in India, the Analytics, Research and Data (ARD) function is focused on providing customized knowledge services to Fidelity businesses. The team offers a wide spectrum of research and analytics capabilities, with projects spanning a range of business issues and functions.

The main capabilities of Analytics, Research and Data (ARD) function are: Advanced Analytics, Predictive Modeling, Data Science, Forecasting, Strategic Analysis and Digital Analytics, Campaign Execution and Effectiveness Measurement, Investment Research & Analysis, Market Research.

The Expertise We are Looking For

  • 3-6 years of relevant work experience in Data Analytics role, preferably in a financial services organization

  • Masters in statistics/mathematics/economics/management from a reputed institution

Location: Bangalore -EGL

Shift timings: 11:00 am - 8:00pm (these are the official working hours 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)

Certifications:

Category:

Business Analytics and Insights