Senior Analyst, Advanced Analytics

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 with advanced analytical solutions to support decision making. In collaboration with IT, the team works with internal clients on leveraging data, establishing patterns and customer journeys, as well as identifying and communicating significant business trends.

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

What You Will Do: 

Stakeholder Management (20-30%)

• Works with key stakeholders to understand the business problem and translate it into appropriate analytics solution.
• Engages with key stakeholders for smooth execution, delivery and implementation of solutions
• Balance interests and negotiate solutions that drive consensus while supporting business objectives

Developing and Delivering Solutions (40-50%)

• Hands-on experience with statistical modelling techniques using python
• Marketing, events, sales campaign analysis (AB tests, Pre vs. Post, Journey orchestration)
• Evaluates and develops advanced tools, methodologies or infrastructure to support long-term business problems and take the group to the next level
• Works with tech teams to bring models to production and to identify and resolve any data, environment, or implementation issues.
• Understanding of agile development and model development lifecycle, familiarity with CI/CD pipelines
• Research and prototype AI/ML Solutions, development of emerging analytics techniques
• Storytelling with the help of visualization tools (Tableau, PowerBI etc.) and enhance existing data visualization capabilities for Sales, Marketing & Leadership team
• Data engineering, Ad-hoc data management and periodic reporting

Collaboration and Ownership (10-20%)

• Sharing of knowledge, best practices with the team including coaching or training in AI/ML methodologies. Provides mentoring, coaching, and consulting advice and guidance to staff, e.g. analytic methodologies, data recommendations.
• Takes complete independent ownership of the projects and the initiatives in the team with minimal support.
• Centralized analytics expertise reduces redundancies and maintains consistent impartial messaging to management.

What We're Looking For: 

• 3-5 years of experience employing various statistical modelling and data analysis techniques, such as linear / logistic regression, decision trees, affinity analysis, clustering/segmentation, and time series forecasting
• University degree (Engineering, Math/Statistics or Computer Science related) or equivalent work experience
• Experience deciphering complex data and effectively communicating results to stakeholders.
• 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 Adobe Stack, digital analytics, marketing and advertising
• Certification in KNIME, SAS or SPSS, Snowflake, Tableau
• Experience in working with APIs and real time data connectivity to various service providers.
• Knowledge of Gen AI/LLM/NLP

The Expertise You Bring: 

• Ability to communicate quantitative data into a visually engaging story.
• 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
• Advanced proficiency with Microsoft Excel, SQL and PowerPoint

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

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 
o    Greater Toronto's Top Employers 
o    Canada's Top Family-Friendly Employers 
o    Canada's Top Employers for Young People 
  

•    Great Place To Work Certified 
o    Best Workplaces for Inclusion 
o    Best Workplaces for Mental Wellness 
o    Best Workplaces for Today's Youth 
o    Best Workplaces for Women 
o    Best Workplaces in Financial Services & Insurance 
o    Best Workplaces in Ontario 
o    Best Workplaces with Most Trusted Executive Teams 

•    LinkedIn Top Companies in Canada
  

•    Human Resource Director (HRD) - Best Place To Work 
o    HRD - 5-Star Benefit Program 
o    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