Director, Data Analytics and Insights - 2006114

Company: Fidelity Investments
Location: Boston, MA
Posted on: April 24, 2020

Job Description:

Works on an Agile inter-disciplinary team to perform data analytics and research. Analyzes customer behavior to touch-points tied to customer attributes, preferences, and outcomes. Maintains and develops best-in-class analytical/research expertise, defines standards, and scales self-serve data analytics, research, and experimentation approaches.

Primary Responsibilities:

Uses multi-layered customer data to design in-house predictive analytics models that predict customers' needs and actions and recommend strategies for enhancing customers' retirement planning.

Applies advanced data analytics to proprietary databases to generate critical insights.

Collaborates with senior managers to identify and solve a variety of problems and to clarify management objectives.

Prepares management reports, defines and evaluates problems quantitatively, and recommends solutions.

Defines data requirements, gathers and validates information, and performs statistical tests.

Observes current systems in operation and gathers and analyzes information about each of the parts of component problems, using a variety of sources.

Works closely with business leaders and stakeholders to gather requirements, drive end-to-end analytics to generate insight using data intelligence, and solve business problems.

Develops predictive analytics solutions and tools to generate insights to customers' profiling, triggers of actions, and trends of retirement savings.

Summarizes and presents data-driven customer insights to recommend suitable product-offering strategies and client advocacy for better financial planning.

Synthesizes proprietary databases to measure and track relationship strength indicator metrics.

Works across business units to identify key business problems and performs root-cause analysis by applying data intelligence, mathematical modeling and tools including, SAS and SQL.

Education and Experience:

Bachelors degree (or foreign education equivalent) in Business Administration, Statistics, Engineering, Economics, or a closely related field and six (6) years of experience in the job offered or six (6) years of experience performing data modeling, analysis, and transformation, using statistical methods (ARIMA-X and Regressions) and data analytics software (SAS and Oracle SQL) within financial services industry.

Or, alternatively, Masters degree (or foreign education equivalent) in Business Administration, Statistics, Engineering, Economics, or a closely related field and four (4) years of experience in the job offered or four (4) years of experience performing data modeling, analysis, and transformation, using statistical methods (ARIMA-X and Regressions) and data analytics software (SAS and Oracle SQL) within financial services industry.

Skills and Knowledge:

Candidate must also possess:

Demonstrated Expertise (DE) gathering and interpreting business and stakeholder requirements using Microsoft office suite; and sourcing and developing business, functional, and technical requirements, analytical strategies, and data transformations to inform business decision making -- customer experience, operational efficiency, and customer service strategy domains -- within a consumer financial services company, using SAS and SQL.

DE mapping customer decision journeys and analyzing customer touch points -- customers financial actions, and interaction history and characteristics -- through 360 degree data mining using multi-layer Oracle databases; and researching and designing customer experience solutions using data intelligence derived through statistical methods (ARIMA-X and Logit Regressions).

DE performing data extraction and synchronizing, and analyzing data warehouses, using SAS (base and ETS) and Oracle SQL server; and designing data models and generating self-serve visual insights from customer data, using QlikSense to present analysis output (customer needs, patterns, and strategy) to stakeholders.

DE applying statistical methods (ARIMA and Regressions) to large data to determine patterns and relationships among data and measure impact of business strategies in the retirement services industry.

For job details and to apply, please visit https://jobs.fidelity.com/ and search for job number: 2006114.

Keywords: Fidelity Investments, Nantucket , Director, Data Analytics and Insights - 2006114, Finance , Boston, MA, Massachusetts