Job Description:
Job Title: Analyst, Data Analytics and Insights
Sponsorship: Fidelity will not provide immigration sponsorship for this position
The Role:
Are you passionate about turning data into actionable insights?
As an Analyst in the Analytics Research & Data (ARD) business unit at Fidelity Investments, you will play a pivotal role in driving data-driven decisions and strategies. Your work will be instrumental in identifying opportunities to craft the future of our financial services, making a significant impact on both our clients and the business. If you are looking for an opportunity to bring to bear your analytical skills in a dynamic and collaborative environment, this role is for you!
- Assisting peers and leading data analysis projects to support business initiatives and decision-making
- Collaborating with cross-functional teams to identify and solve complex business problems
- Analysing complex datasets to uncover the “why” behind trends and patterns, translating findings into actionable recommendations that drive informed decision‑making.
The Expertise and Skills You Bring:
We are seeking an individual with a solid analytical foundation and demonstrated expertise in data analytics. You should be at ease handling large datasets and skilled at transforming data into practical insights. Here are the key qualifications:
- Bachelor's or Primary degree in a related field (e.g. Data Science, Statistics, Computer Science), MBA or MS is an advantage.
- 2-4 years of experience in data analysis or a similar area
- Proficiency in data analysis tools and programming languages such as SQL, Python, or R for data extraction, analysis, and validation.
- Expertise in creating compelling, executive‑ready data visualizations using tools such as PowerPoint, Power BI and Tableau.
- Demonstrate critical thinking and structured problem‑solving capabilities, with the ability to address the “so what” and “what if,” and recommend actions.
- Excellent communication skills, with the ability to present complex data in a clear and concise manner
- Skilled in translating business questions into testable hypotheses and validating them through experimentation or advanced analytics.
- 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.
- Support quantitative and qualitative primary research studies, conducting secondary research scans. Familiarity with research basics such as creating research briefs, questionnaire design, sampling, weighting, hypothesis testing.
The Team:
Analytics Research & Data (ARD) is a forward‑looking insights organization focused on anticipating client needs and predicting future behaviours 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.
Fidelity will reasonably accommodate associates with disabilities who need adjustments to participate in the application or interview process, or to perform the essential functions of their job.
Certifications:Category:Business Analytics and InsightsSkills Required
- Bachelor's or primary degree in a related field such as Data Science, Statistics, or Computer Science
- 2-4 years of experience in data analysis or a similar area
- Proficiency in SQL, Python, or R for data extraction, analysis, and validation
- Expertise creating executive-ready data visualizations using PowerPoint, Power BI, and Tableau
- Critical thinking and structured problem-solving skills
- Excellent communication skills and ability to present complex data clearly
- Ability to translate business questions into testable hypotheses and validate them through experimentation or advanced analytics
- Ability to collaborate cross-functionally with diverse teams
- Curiosity, ownership mindset, and commitment to continuous learning
- Ability to support quantitative and qualitative primary research and secondary research scans
- Familiarity with research briefs, questionnaire design, sampling, weighting, and hypothesis testing
- MBA or MS degree
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Retirement Support — Retirement contributions and benefits are frequently highlighted as a strong part of the total rewards package. Employer retirement support is seen as materially enhancing overall compensation.
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Strong & Reliable Incentives — Profit sharing and bonuses are commonly described as valuable additions to pay. These incentives help the total compensation feel more competitive even when base salaries are viewed as moderate.
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Healthcare Strength — Health coverage is often called out as a positive aspect of the benefits package. Access to solid healthcare benefits contributes to satisfaction with total compensation.
Fidelity Investments Insights
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
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