Senior Business Analyst (SQL & Alteryx Developer)

Fidelity Investments•Westlake, TX

1d•Hybrid

About The Position

Senior Business Analysis The Role We are looking for a highly motivated and expert individual to join the team as a Senior Business Analyst. This role provides tailored client reporting solutions for some of America’s largest Defined Contribution (DC) Clients using data preparation tools, database query languages, and cloud-based data warehousing platforms You will be focused on supporting and establishing relationships across teams and business partners in supporting analytic & adhoc client requests. You are the Data Storyteller providing data-driven, contextualized insights to effectively communicate narratives. In addition, to perform critical data analysis to mitigate and remediate significant production incidents impacting multiple Workplace Investing clients Expertise you Have and Skills You Bring Outstanding analytical skills. Ability to break down sophisticated questions and supporting data into well-structured analysis Knowledge of DC products/services and operational processes Expert at synthesizing data and trends to develop key insights and storylines. These insights help effectively connect with leaders. The role requires experience with Alteryx, SQL, and Snowflake environments Collaborate and work with CSA’s and CSM’s on the custom client reporting needs Act as connection point to other analytical teams within WI and other BUs, form positive relationships to lead and influence multi-functional teams Prior WIDE to EDL Alteryx/SQL workflows migration experience is a bonus Ability to think strategically, challenge assumptions and provide thought leadership Experience in interacting with leaders at all levels of the organization and craft executive level presentations to tell the data story Every day you identify the client need. Then, you determine the best data source, extract the data, and build a tailored report You thrive in a collaborative environment with our India reporting team to ensure we are efficiently crafting recurring reports requested by our clients The Team The Client Reporting Team is passionate about supporting the Client Facing and Operations teams that provide first class service to our DC clients. The solutions, tools, and reports we provide allow our front-line associates to focus on the true needs of the client The Reporting Consultant role is part of the broader Defined Contribution Client Services Organization. DC CSO plays a meaningful role every day in servicing over 18,000 401k record keeping clients. We bring value to these Plan Sponsors by providing analytics and reporting to support the administration of their retirement plans Certifications: Category: Business Analysis Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. 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 participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact [email protected] For roles based in Germany: Contact [email protected] Fidelity Privacy Policy

Requirements

Outstanding analytical skills.
Ability to break down sophisticated questions and supporting data into well-structured analysis
Knowledge of DC products/services and operational processes
Expert at synthesizing data and trends to develop key insights and storylines.
These insights help effectively connect with leaders.
The role requires experience with Alteryx, SQL, and Snowflake environments
Collaborate and work with CSA’s and CSM’s on the custom client reporting needs
Act as connection point to other analytical teams within WI and other BUs, form positive relationships to lead and influence multi-functional teams
Ability to think strategically, challenge assumptions and provide thought leadership
Experience in interacting with leaders at all levels of the organization and craft executive level presentations to tell the data story
Every day you identify the client need. Then, you determine the best data source, extract the data, and build a tailored report
You thrive in a collaborative environment with our India reporting team to ensure we are efficiently crafting recurring reports requested by our clients