Fidelity Investments Logo

Fidelity Investments

Principal Business Analyst, Digital Solutions (Personalization)

Posted 23 Days Ago
2 Locations
Senior level
2 Locations
Senior level
The Principal Business Analyst (Digital Solutions) will collaborate with teams to deliver AI/ML models for personalized customer experiences, analyze customer data for insights, and foster innovation in financial services.
The summary above was generated by AI

Job Description:

The Role

As Digital Solutions analysts, we partner with business sponsors, co-lead key initiatives, and translate customer and business needs into tangible solutions that deliver value across Fidelity’s core digital experiences.

As a Principal Analyst, you will:

  • Collaborate with and build relationships across multi-functional teams, including analytics, artificial intelligence, technology, product, and marketing teams, to ensure successful delivery of new initiatives and continuous measurement of outcomes.
  • Support delivering initiatives, including AI/ML models, to personalize customer experiences on mobile and web platforms. Ensure these experiences are meaningful, reliable, and tailored to the unique needs of each customer, improving their overall financial wellness and interactions.
  • Foster an environment of data-driven decision making and innovation through analyzing customer data and interactions to identify patterns, trends, and insights to address customer problems and opportunities.
  • Encourage creativity and inventiveness to develop innovative solutions that captivate and delight our customers.
  • Stay updated with industry trends in customer experience and personalization.

Expertise and Skills

  • Bachelor’s degree or equivalent in computer science, data science, mathematics, or a similar field.
  • Experience working with related teams, preferably within the financial services industry.
  • Excellent problem-solving skills and attention to detail.
  • Ability to communicate and collaborate effectively across multiple teams and partners to clearly articulate requirements, facilitate discussions, manage expectations, and ensure alignment.
  • Ability to break down complex problems into manageable components, synthesizing data-driven insights into clear insights to drive informed decision-making.
  • Exposure to artificial intelligence / machine learning techniques is a plus.

The Team

As Digital Solutions chapter members, we are passionate about bringing together people, process, and technology to serve our growing customer base. We share a set of core product management and analytical skills, along with differentiated skills that are suited to the products in which we are aligned.

This role is aligned to the Personalization product squad, which provides strategy, enablement and expertise to deliver consistent and personalized experiences that optimize the value of our platforms. This role will be responsible for supporting the development and enablement of new personalization initiatives, including enabling customer segments, targeting rules, and artificial intelligence models, to deliver captivating and meaningful customer experiences that improve business and client outcomes across our channels.

As a member of our team, you will be part of a dynamic community of product professionals. You will receive ongoing coaching, training, and development opportunities to enhance your skills and expand our impact.

Note: Fidelity will not provide immigration sponsorship for this position.

Certifications:

Category:Business Analytics and Insights

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Top Skills

Artificial Intelligence
Machine Learning
HQ

Fidelity Investments Boston, Massachusetts, USA Office

245 Summer St, Boston, MA, United States, 02210

Similar Jobs

12 Hours Ago
Lexington, MA, USA
Entry level
Entry level
Healthtech • Software • Pharmaceutical
As a Research Associate in peptide chemistry, you will support drug discovery projects through peptide synthesis, purification, and analysis while collaborating with a team.
Top Skills: ChromatographyElectronic Notebook SystemsMass SpectrometrySolid Phase Peptide Synthesis (Spps)Synthetic Organic Chemistry
12 Hours Ago
Remote
Hybrid
62 Locations
104K-233K Annually
Senior level
104K-233K Annually
Senior level
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Lead AI and ML operations, develop innovative solutions, enhance business processes, guide teams through complexity, and manage client relationships.
Top Skills: AICloud PlatformsMl
12 Hours Ago
Remote
Hybrid
67 Locations
100K-232K Annually
Senior level
100K-232K Annually
Senior level
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
The role involves managing AI and GenAI data science projects, coaching teams, and utilizing advanced analytics to drive client success.
Top Skills: AWSAzureCi/CdGitGCPKerasNltkNoSQLPandasPythonScikit-LearnSQL

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account