Analyst, Advanced Analytics (Customer Insights)

Fidelity Canada; Toronto; Hybrid; CAD 70,000 - 85,000; Full time

Job summary

A leading financial services company in Toronto seeks an Analyst for its Advanced Analytics team. You will conduct analyses supporting sales and marketing efforts while developing advanced analytics solutions. Required are a university degree and experience with statistical modelling and data analysis tools. This position offers a flexible hybrid working arrangement.

Benefits

Flexible hybrid schedule

Supportive work environment

Diverse and inclusive workplace

Qualifications

• Over 2-3 years of relevant work experience.
• Experience employing various statistical modelling and data analysis techniques.
• Advanced proficiency with Microsoft Excel, Access and PowerPoint.

Responsibilities

• Conduct marketing, events, and sales campaign analysis.
• Support sales and marketing targeted campaigns.
• Research and prototype advanced statistical/AI models.

Skills

Statistical modelling

Data analysis techniques

Communication of complex data

Use of analytical tools

Proficiency with visualization software

Education

University degree in Engineering, Math/Statistics or Computer Science

Tools

Tableau

Power BI

Python

SQL

Job description

Overview

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. Fidelity is a privately owned company that embraces innovation as we 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 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 in 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 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 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.

EEO and Accommodation

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 is available on request. If you require an accommodation, please email [e-mail].

Additional Information

No telephone inquiries or agencies please. We thank all applicants for their interest; 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
• 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
• HRD - Best Place To Work and related accolades

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