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, In‑App, and Web experiences. Partnering closely with Data, Mar-Tech, and Brand teams, we use our Orchestration Engine to activate first‑party 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