Job Description:

As a Business Analysis Consultant, you will partner with stakeholders from all levels of the Personal Investing line of business, to help tell their story, improve their processes, and modernize their data infrastructure. Through the use of Alteryx (data prep) and Tableau (visualization), we spend our days analyzing business processes, normalizing new data sources and developing impactful dashboards to enable consistent, data driven decisions across the organization. If this sounds like something you are passionate about, bring your strength in analysis, data acumen and communication skills to Fidelity’s Business Intelligence & Insights team!

The location of this position is flexible. We would consider any of our Regional Center office locations: Smithfield RI, Merrimack NH, Durham NC, Westlake TX, Salt Lake City UT, Jacksonville FL, Denver CO, or Covington KY. We would also consider 100% remote location, for the right candidate.

The Purpose of Your Role

Your role will be to consult with stakeholders across the firm to understand their processes, objectives, customer feedback or friction points and translate them into impactful KPI’s and/or analysis. You may need to navigate ambiguous requests or data sources and iterate towards integrated, summarized, stable and scalable data outputs. From there, we work to compile our analytic findings into compelling insights that enable the business to successfully improve the customer experience, department efficiencies, and the overall business effectiveness. In summary, you’ll help gather their needs, find and organize relevant data, analyze and build extraordinary visualizations, and spend time with business partners to educate them on the data, so they can use it for realizing real business value!

The Expertise and Skills You Bring

2+ Years of demonstrated ability in an analyst, technology, or product role.

2+ Years of PI RC experience preferred.

Self-motivated, problem solver with flexibility to adapt to frequent changes.

Proven ability to solicit feedback that enables proper prioritization of competing requests.

Exceptional analytical skills and use of root cause analysis and diagnostics.

Experience working with client facing businesses via call center, back-office operations, and/or investor centers.

Excellent listening, communication (verbal and written), influencing, and presentation skills

Rigorous attention to detail (as your work will be in front of all levels of the organization).

Experience in requirement gathering and Agile Project Management methodologies preferred.

Experience in SQL, Alteryx and/or Tableau data visualization preferred.

Experience with other tools such as D3, R, AWS Redshift, Python and SQL would be a bonus.

The Value You Deliver

Providing detailed data analysis that results in key reporting for leadership, including functional, operational and field based leaders.

Supporting ad-hoc analysis to provide intelligence and insights around areas of improvement that will result in higher customer and associate satisfaction, better execution and efficiency and reduced costs across PI.

Using sophisticated tools and technology to bring extraordinary data analytic approaches to the firm.

Providing highly engaging data visualizations that showcase key performance insights as well as ad-hoc analysis for business focused perspective on outlier behavior, degrees of variance in performance and improvement opportunities.

Supporting PI prioritized scrum projects to provide data and measurement around use cases and realized results.

Promoting a data driven culture for transparency & accountability to help identify and prioritize performance, process and execution related issues.

Introducing benchmarked quality metrics and implementing a clear plan to get to world class delivery.

How Your Work Impacts the Organization

The Business Intelligence & Insights team plays a key role in helping the key departments in Personal Investing (Call Center & Branch teams, Finance, Operations, Digital, Human Resources) lead and transform their businesses by providing them superior analytical support. As an analyst in the department, you will use data to help them understand the current state of their business processes, and analyze those processes by gathering relevant data and working with the partners to understand the health of the current process as well as the key opportunities for improvement. Your work will enable significant decisions that directly increase Fidelity’s key results – the quality of our customer experience, our associate experience, and the operational precision we strive for in our business units.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).”

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.