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Customer Analytics & Insights Assistant Manager

ExperiencedNo visa sponsorship
Fidelity Investments logo

at Fidelity Investments

Asset Management

Posted 15 days ago

No clicks

**Customer Analytics & Insights Assistant Manager** - Design, maintain BI dashboards & reporting pipelines using Tableau, Power BI, or Looker. - Automate reports, optimize visualization performance, and ensure data quality. - Collaborate with analysts to translate requirements into BI solutions. - Support KPI frameworks, analytics taxonomy, and multi-channel journey reporting. - Analyze data to drive actionable insights, measure success, and present findings to stakeholders. - Requires 6+ years of experience in BI development/data engineering, proficiency in SQL, and strong data storytelling skills.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
India

Full Job Description

About the Opportunity

Job Type: Permanent

Application Deadline: 30 April 2026

Title Customer Analytics & Insights Assistant Manager

Department Global Central Marketing Operations - Customer Analytics & Insights

Location Gurugram

Reports To Associate Director, Customer Analytics & Insights

Level Assistant Manager Grade 4





About Fidelity International

Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. As a privately-held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 locations and with $608.7billion in total assets, our clients range from central banks, sovereign wealth funds, large cor-porates, financial institutions, insurers and wealth managers, to private individuals.

Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class in-vestment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Ser-vices business, we invest $437 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures. Find out more about what we do, our history, and how you could be a part of our future at careers.fidelityinternational.com/about-us.

Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the wid-est mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.



As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable ad-justments to perform to the best of your ability during the recruitment process and beyond.



Our Values

Integrity - Doing the right thing, every time and putting the client first

Trust - Empowering each other to take the initiative and make good decision



Our Behaviours

Our employees should be:

Brave - Challenge the status quo, be accountable and speak up

Bold - Act with conviction, encourage diverse thinking and keep things simple

Curious - Learn to do new things in better ways and encourage fresh thinking

Compassionate - Have empathy, care for colleagues, clients and the community



Department Description

The Global Central Marketing Operations organisation is responsible for designing, building, optimising and measuring multi-channel customer journeys across Email, SMS/WhatsApp, Push, InApp, and Web experiences. Partnering closely with Data, Mar-Tech, and Brand teams, we use our Orchestration Engine to activate firstparty data responsibly and at scale, ensuring communica-tions are timely, relevant and compliant.



About the team

The Customer Analytics & Insights team transforms customer data into actionable insights that optimize multi-channel journeys. Providing measurement, segmentation, and experimentation frameworks to improve engagement, conversion, and retention.



Purpose of the role

The Customer Analytics & Insights Assistant Manager maintains visualization tools, automates reporting, and ensures scalable per-formance dashboards for multi-channel journeys. This role enables efficient access to insights across the organization.



Key Responsibilities

Build and maintain BI dashboards and reporting pipelines.

Automate recurring reports and ensure data quality.

Work with analysts to translate requirements into BI solutions.

Optimize visualization performance and usability.

Support KPI frameworks and analytics taxonomy.

Integrate data sources to support multi-channel journey reporting.

Deep dive analysis to produce actionable insights driving positive outcomes or to measure the success of change.

Present Insights and the relevant analysis and reasoning to stakeholders.









Experience and Qualification

6+ years of experience as a BI developer or data engineer.

Strong skills in BI tools (Tableau, Power BI, Looker) and SQL.

Experience building automated pipelines and reusable datasets.

Understanding of marketing data and customer analytics.

Attention to detail and strong data governance awareness.

Strong data storytelling and presentation skills

Location: Gurgaon Office

Time Type: Full time

Customer Analytics & Insights Assistant Manager

Compensation

Not specified

City: Not specified

Country: India

Fidelity Investments logo
Asset Management

15 days ago

No clicks

at Fidelity Investments

ExperiencedNo visa sponsorship

**Customer Analytics & Insights Assistant Manager** - Design, maintain BI dashboards & reporting pipelines using Tableau, Power BI, or Looker. - Automate reports, optimize visualization performance, and ensure data quality. - Collaborate with analysts to translate requirements into BI solutions. - Support KPI frameworks, analytics taxonomy, and multi-channel journey reporting. - Analyze data to drive actionable insights, measure success, and present findings to stakeholders. - Requires 6+ years of experience in BI development/data engineering, proficiency in SQL, and strong data storytelling skills.

Full Job Description

About the Opportunity

Job Type: Permanent

Application Deadline: 30 April 2026

Title Customer Analytics & Insights Assistant Manager

Department Global Central Marketing Operations - Customer Analytics & Insights

Location Gurugram

Reports To Associate Director, Customer Analytics & Insights

Level Assistant Manager Grade 4





About Fidelity International

Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. As a privately-held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 locations and with $608.7billion in total assets, our clients range from central banks, sovereign wealth funds, large cor-porates, financial institutions, insurers and wealth managers, to private individuals.

Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class in-vestment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Ser-vices business, we invest $437 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures. Find out more about what we do, our history, and how you could be a part of our future at careers.fidelityinternational.com/about-us.

Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the wid-est mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.



As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable ad-justments to perform to the best of your ability during the recruitment process and beyond.



Our Values

Integrity - Doing the right thing, every time and putting the client first

Trust - Empowering each other to take the initiative and make good decision



Our Behaviours

Our employees should be:

Brave - Challenge the status quo, be accountable and speak up

Bold - Act with conviction, encourage diverse thinking and keep things simple

Curious - Learn to do new things in better ways and encourage fresh thinking

Compassionate - Have empathy, care for colleagues, clients and the community



Department Description

The Global Central Marketing Operations organisation is responsible for designing, building, optimising and measuring multi-channel customer journeys across Email, SMS/WhatsApp, Push, InApp, and Web experiences. Partnering closely with Data, Mar-Tech, and Brand teams, we use our Orchestration Engine to activate firstparty data responsibly and at scale, ensuring communica-tions are timely, relevant and compliant.



About the team

The Customer Analytics & Insights team transforms customer data into actionable insights that optimize multi-channel journeys. Providing measurement, segmentation, and experimentation frameworks to improve engagement, conversion, and retention.



Purpose of the role

The Customer Analytics & Insights Assistant Manager maintains visualization tools, automates reporting, and ensures scalable per-formance dashboards for multi-channel journeys. This role enables efficient access to insights across the organization.



Key Responsibilities

Build and maintain BI dashboards and reporting pipelines.

Automate recurring reports and ensure data quality.

Work with analysts to translate requirements into BI solutions.

Optimize visualization performance and usability.

Support KPI frameworks and analytics taxonomy.

Integrate data sources to support multi-channel journey reporting.

Deep dive analysis to produce actionable insights driving positive outcomes or to measure the success of change.

Present Insights and the relevant analysis and reasoning to stakeholders.









Experience and Qualification

6+ years of experience as a BI developer or data engineer.

Strong skills in BI tools (Tableau, Power BI, Looker) and SQL.

Experience building automated pipelines and reusable datasets.

Understanding of marketing data and customer analytics.

Attention to detail and strong data governance awareness.

Strong data storytelling and presentation skills

Location: Gurgaon Office

Time Type: Full time