Product Platform Analyst - Business Intelligence

Fidelity Investments • Boston, MA

2d • Hybrid

About The Position

The Role Do you want to make a difference in our customers’ lives and be part of a highly collaborative, cross-functional team committed to improving the value of our platform offering within Fidelity Capital Markets (FCM)? We are looking for a Product Platform Analyst who will provide our FCM businesses and Finance teams with analytics, metrics, and data solutions they require for decision support of their products and services. You will design and deliver high quality analytics dashboards and reports by leveraging technical expertise and a fundamental understanding of brokerage business model objectives and priorities. You will have regular interactions with the trading, sales, account managers, product managers, and operations groups. You will work collaboratively across Fidelity in support of Finance, Compliance, Risk Management, Audit and Regulatory data requirements. You will coordinate and manage technology deliverables ensuring timely and accurate delivery of critical business information via the in-house FCMONE portal, TABLEAU Analytics and Power BI reporting platforms. Provide a range of FCM ONE application support and reporting functions to the business line and supporting groups within FCM in the pursuit of superior data metrics delivery. Aptitude for understanding complex (and changing) workflows and brokerage functions is a key asset in data delivery. Decisive and creative approaches when solving business problems and needs that are consistent with policies, procedures, and data governance standards. Acting as a key change agent by identifying and acting on opportunities for automation, streamlining business processes, and more efficient workflows. Realization that decisions can have a significant impact on customer (internal) satisfaction and overall (perceived) client service.

Requirements

• Bachelor's Degree, plus 1+ year of brokerage, or related trading, operations, sales or underwriting products and services experience
• Experience with databases, financial analysis, query management and published reporting tools is strongly desired
• Familiarity with Agile project life cycle methodologies (business requirements, use cases, JIRA stories, user acceptance testing, quality release delivery)
• Emerging ability to perform data analysis on brokerage and interest related products and services
• Ability to multi-task in a dynamic trading floor environment and deliver on crucial deadlines.
• Possess clear, concise, and confident communication and presentation skills

Nice To Haves

• General understanding of systems / platform dependencies, problem solving and aptitude for learning new technology a plus
• Experience with web interfaces and UI projects
• FINRA Brokerage licenses 7, 63 are a plus

Responsibilities

• Provide our FCM businesses and Finance teams with analytics, metrics, and data solutions they require for decision support of their products and services.
• Design and deliver high quality analytics dashboards and reports by leveraging technical expertise and a fundamental understanding of brokerage business model objectives and priorities.
• Coordinate and manage technology deliverables ensuring timely and accurate delivery of critical business information via the in-house FCMONE portal, TABLEAU Analytics and Power BI reporting platforms.
• Provide a range of FCM ONE application support and reporting functions to the business line and supporting groups within FCM in the pursuit of superior data metrics delivery.
• Act as a key change agent by identifying and acting on opportunities for automation, streamlining business processes, and more efficient workflows.
• Educate business partners on delivered enhancements and platform created functionality.

Benefits

• Comprehensive health care coverage and emotional well-being support
• Market-leading retirement
• Generous paid time off and parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level