Description
As a Business Analyst Consultant within the Core Wealth Platform Product Area, you will support multiple platform team initiatives aimed at growing our core business and scaling our technology platforms. You are a digitally savvy strategic thinker with a strong passion for building solutions to help clients achieve their financial goals. You enjoy technology and innovation, and a passion for problem solving. You seek opportunity for hands-on delivery work, and values collaborative partnerships, Commitment to team and Owning the Outcome.The role will focus on the development and implementation of Investment, Performance and Tax Analytics to help our Brokerage, Wealth, and Workplace customers reach their financial goals. You will play a vital role on a cross functional team; actively drive strategy by defining the problem, assessing data, analyzing needs, helping to build capabilities, and bringing a client-centric lens to the development of a solution. This position combines big-picture vision with practical execution, making it an exciting opportunity for candidates passionate about innovation, digital capabilities, and financial technology.
Responsibilities include:
- Collaborating across multiple teams and business partners to develop financial insights and analytics and drive better outcomes for our clients.
- Conducting thorough analysis of customer needs, business processes, and technical capabilities to prioritize areas for improvement.
- Work closely with partners to capture requirements, document use cases and create user stories.
- Participating in agile development cycles, balancing pace over perfection
The Expertise and Skills You Bring
- Bachelor’s degree with 8+ years of experience or Master’s degree with 6+ years.
- Strong execution background with the ability to multi-task and prioritize for efficiency and business need.
- Familiarity with Fidelity Investment’s performance experience a plus
- Certified Public Accountant and or experience in Tax Analytics experience a plus
- Ability to work with ambiguity and uncertainty, with technologies you may have never worked with previously and gather the data and information to get to the root of an issue to resolve.
- You are intellectually curious and model a culture of learning and collaboration.
- Demonstrated strong verbal and written communication skills.
- Strong product development skills, including creating business requirements and understanding system requirements.
- Ability to assess end to end process and analyze opportunities for modernization and enhancement.
- Ability to lead initiatives and take accountability for overall program success.
- Effectively translate business needs into technical requirements for developers and designers.
- Evaluating, and making updates to, procedures and processes with an eye towards operational efficiency
- Has experience identifying and working with data to analyze, find opportunities, drive fact-based decision making, and measure results.
You will be a member of the Investment Performance and Tax Analytics team that is part of the Core Wealth Platform Product Area. Your primary focus will be developing and supporting new tax and investment insights for our Wealth, Brokerage and Workplace customers. The role is unique in that you will have the opportunity to be innovative, and strategic on a newly formed team. You will learn best in class delivery process to drive scale and operational efficiency. In this role you will partner with a variety of key stakeholders including other teams within the Product Area, Wealth Solutions, Brokerage, Workplace and Wealth Technology partners.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manger to understand the potential impact to your registrations before a final hiring decision is made.
The Company
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at [email protected] or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.
