About your team
The Enterprise Data & Analytics function is based in India and supports Fidelity Internationals 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 stakeholders to identify areas of analytics, define problem statements and develop key insights.
About your role
The Analyst is responsible for delivering actionable insights that inform business decision-making across functions such as Sales, Marketing, Products & Investments, Investor Servicing, and Operations. This role goes beyond routine reporting, providing opportunities to interpret data, uncover trends, and contribute to the storytelling of business impact.
Working in a pod-based structure, the Analyst will partner with senior colleagues to translate data into meaningful insights, while building a strong foundation in advanced analytics, stakeholder communication, and strategic thinking.
Key Responsibilities
Insights & Storytelling
- Analyse data to identify patterns, opportunities, and risks, going beyond what happened to why it happened and what should be done.
- Create clear, compelling data stories and visualisations tailored to business audiences.
- Contribute to presentations for senior stakeholders, ensuring insights are actionable and relevant.
Strategic Analysis & Business Impact
- Support pods in designing and running small-scale analytics projects that demonstrate business impact (e.g., product growth, sales drivers, client behaviour, client experience, retention analysis).
- Assist in evaluating KPIs and performance metrics, linking insights to business outcomes.
- Participate in hypothesis testing, segmentation analysis, and other techniques under guidance from senior colleagues.
Pod Collaboration
- Work across 12 business functions within a pod, balancing BAU delivery with strategic analysis.
- Collaborate with Senior colleagues to scope business questions and translate them into analysis plans.
- Document insights, methodologies, and business implications to ensure consistency and reusability.
BAU Delivery
- Build and maintain dashboards and recurring reports with a focus on quality and efficiency.
- Streamline recurring analysis to free time for higher-value insight generation.
- Transition manual processes into automated solutions wherever possible.
Growth & Development
- Develop advanced analytics capabilities (predictive modelling, machine learning basics) through structured learning and exposure to real projects.
- Engage in knowledge-sharing sessions to learn business context and stakeholder management skills.
- Actively seek feedback and demonstrate progression toward higher-value analysis roles.
About you
Experience & Qualifications required:
Bachelors/Masters in Analytics, Statistics, Economics, Business, Computer Science, Engineering or a related discipline
Experience
Overall 4 to 7 years of experience in Analytics, insights or consulting 2+ years of experience in Power BI, Python, SQL Demonstrated ability to analyse datasets, draw insights, and communicate results in an accessible way. Experience of working with JIRA AGILE framework Knowledge of Data Science concepts will be an additional benefit Knowledge of Cloud technologies. AWS and Snowflake preferred.