Analyst, Advanced Analytics (Customer Insights)

Fidelity Canada; Toronto; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading financial services provider in Toronto is looking for an Analyst in Advanced Analytics. This role involves developing and deploying analytics across the organization, performing extensive market and sales analysis. Candidates should possess a degree in a relevant field and have 2-3 years of experience with statistical modeling and data analysis techniques. The position offers a hybrid work schedule and a chance to grow in a dynamic work environment.

Benefits

Inclusive workplace

Flexible working arrangements

Diversity and inclusion programs

Qualifications

• 2-3 years of relevant work experience.
• Experience with various statistical techniques such as regression and clustering.
• Ability to communicate complex data results effectively.

Responsibilities

• Analyze marketing and sales campaign effectiveness.
• Support sales and marketing targeted campaigns.
• Participate in customer-level analytical projects.

Skills

Statistical modeling

Data analysis techniques

Effective communication

Programming (Python)

Data visualization (Tableau, Power BI)

Education

University degree (Engineering, Math/Statistics or Computer Science)

Tools

Knime

SQL

Job description

Job Description

About Us

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.

Role Overview

The Advanced Analytics team within Fidelity Canada ULC’s finance department supports various business units and the senior executive team at fulfilling advanced analytical and reporting requirements. In collaboration with IT, the team works with internal clients on augmenting analytics into their operations as well as identifying and communicating significant business trends.

The Analyst, Advanced Analytics role plans, designs, develops, and deploys reporting and analytics throughout the organization, while objectively evaluating the effectiveness of various sales and marketing activities using appropriate data mining techniques.

What You Will Do

• Marketing, events, sales campaign analysis (AB tests, Pre vs. Post)
• Support sales and marketing targeted campaigns
• Participate in customer level analytical/research projects
• Research and prototype advanced statistical/AI models
• Complete ad-hoc requests for analysis, data extraction and information gathering
• R&D new analytical tools and techniques
• Augment periodic management reporting
• Works with tech groups to identify and resolve any data, environment, or implementation issues

What We’re Looking For

• Completion of University degree (Engineering, Math/Statistics or Computer Science related) or equivalent work experience
• Over 2-3 years of relevant work experience
• Experience employing various statistical modelling and data analysis techniques, such as linear / logistic regression, decision trees, affinity analysis, clustering/segmentation and time series forecasting
• Experience deciphering complex data and effectively communicating results to management
• Enjoy building solutions and are comfortable writing codes and using analytical tools such as Knime
• Experience with visualization software (Tableau, Power BI), Python and SQL
• Experience applying advanced consumer intelligence / marketing techniques
• Advanced proficiency with Microsoft Excel, Access and PowerPoint

The Following are Assets

• Knowledge and experience in financial services, with a focus on the investment industry
• Experience in Data Pipeline design and GIS software
• Experience in developing and maintaining Python models.
• Certification in MS Office, SAS, KNIME, Snowflake, Tableau

The Expertise You Bring

• Ability to communicate quantitative data into a visually engaging story
• Experience applying advanced consumer intelligence / marketing techniques
• Experience deciphering complex data and effectively communicating results to stakeholders
• Excellent time management skills with ability to work in a high performing culture with time sensitive deadlines
• Solid interpersonal and organizational skills combined with the ability to adapt to rapidly changing business environments
• Ability to work both independently and as part of a team; a self-starter with a positive attitude
• Genuine interest in capital markets, financial industry, banking, future state of technology like artificial intelligence & machine learning

You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.

Current work authorization for Canada is required for all openings.

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at [e-mail].

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

Canada’s Top 100 Employers

Greater Toronto's Top Employers

Canada’s Top Family-Friendly Employers

Canada’s Top Employers for Young People

Canada’s Top Employers

Great Place To Work Certified

Best Workplaces for Inclusion

Best Workplaces for Mental Wellness

Best Workplaces for Today’s Youth

Best Workplaces for Women

Best Workplaces in Financial Services & Insurance

Best Workplaces in Ontario

Best Workplaces with Most Trusted Executive Teams

LinkedIn Top Companies in Canada

Human Resource Director (HRD) - Best Place To Work

HRD - 5-Star Benefit Program

HRD - 5-Star Diversity & Inclusion Employer

Designations

Canadian Compassionate Companies – Certified

Benefits Canada's Workplace Benefits Award - Future of Work Strategy

TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting

Canadian HR Reporter's Most Innovative HR Team

Fidelity Canada is an equal opportunity employer. This content reflects the information in the provided description and has been formatted for clarity while preserving the original meaning.