Shreya Adarsh

About Shreya Adarsh

As a Director of Analytics and Research at Fidelity Investments, I have 11 years of…

Experience

1. Senior Lead

   Fidelity Investments

   Dec 2019 — Present

   Established and spearheaded the Analytics and Research Insights Platform for three key business units - High Net Worth Investment Products, Real Estate Analytics & Research, and Corporate and Financial Planning. Leading Data Scientists, Data Analysts, Research Analysts and Visualization Experts team\\\\n• Leading a nine-member multi-site analytics and research team\\\\n• Demonstrated ability to proactively and independently identify business pain points and generate data-driven insights to drive solution-oriented outcomes in partnership with business owners\\\\n• Expertise in conducting ad-hoc analysis to uncover changing customer expectations, customer lifecycle, and behavior patterns, effectively communicating findings to cross-functional teams and guiding data-driven decision making\\\\n• Strong track record of working independently and collaboratively with business leaders and coordinating with multiple teams to drive strategic initiatives.\\\\n• Conceptualized and implemented predictive and segmentation Machine Learning Models\\\\nKey Achievements:\\\\n• Implemented a Customer Segmentation Framework targeting customers to realize growth-focused business goals\\\\n• Established a Predictive Modeling practice using machine learning algorithms to forecast customer behavior patterns in frequency and monetary spend\\\\n• Conceptualized and implemented an automated end-to-end Email Analytics Solution as part of the Digitization of services\\\\n• Initiated \'Young Investor\' analysis to identify gaps and opportunities for product and service development in the business, enhancing customer engagement with this critical demographic\\\\n• Contributed to the successful evaluation and launch of a new product for the internal accelerator program, resulting in a successful business with 140+ corporate clients\\\\n• Streamlined processes and reduced resource constraints by implementing an automation system and utilizing data visualization tools like Tableau, ThinkCell and Power BI, saving over 500+ analyst days annually.\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n

Skills

• Business Strategy
• Powerpoint
• Marketing Strategy
• Management
• Marketing
• Strategy
• Brand Management
• Market Intelligence
• Microsoft Excel
• Equity Research
• Primary Research
• Competitive Analysis
• Microsoft Office
• Analytics
• Marketing Management
• Consulting
• Market Research
• Business Information
• Value Chain Analysis
• Market Analysis
• Team Management
• Cost Model Development
• Marketing Research
• Secondary Data Analysis
• Secondary Research
• Market Entry
• Bloomberg