Leads the identification of optimal research and analysis methodologies to be used to provide key findings that will address a broad range of complex business questions. Supports advanced analytics/data modeling. Provides technical leadership to data scientists and business stakeholders to define data requirements, perform gap analysis, source and transform data to support exploratory data analysis, and design models.
Bachelor's degree (or foreign education equivalent) in Computer Science, Engineering, Business Administration, Marketing, Mathematics, Statistics, or a closely related field and six (6) years of experience in the job offered or six (6) years of experience in ad hoc data mining and predictive modeling to support investment management distribution strategy for CRM.
Or, alternatively, a Master's degree (or foreign education equivalent) in Computer Science, Engineering, Business Administration, Marketing, Mathematics, Statistics, or a closely related field and four (4) years of experience in the job offered or four ( 4) years of experience in ad hoc data mining and predictive modeling to support investment management distribution strategy for CRM.
Candidate must also possess:
Demonstrated Expertise ("DE") extracting large datasets for predictive modeling and time series analysis using SPSS for financial distribution center and financial products in Oracle-based Star and Relational databases.
DE analyzing data from Oracle-based Star and Relational database CRM systems to identify sales opportunities in financial distribution and financial products, and to measure the results of client interactions in these opportunities with field and phone wholesalers and marketing initiatives.
DE developing client segmentation analysis to support multi-channel financial distribution and financial products sales and marketing efforts, including segmenting clients based on different financial products related to channel sales strategy and developing linear and logistic regression models for customer segmentation.
DE analyzing and presenting results of financial products sales and marketing to senior executives and making recommendation to marketing and sales stakeholders
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.