Senior Business Analyst - Customer Insights & Offerings

Fidelity Investments • Covington, KY

1d

About The Position

The Senior Business Analyst will join Fidelity’s Customer Insights and Offerings (CI&O) group within the Fidelity Wealth Business Unit, as part of the Intelligence team. The team develops analytics and recommendations for tools and capabilities that help scale the Distributions channel. The role partners across teams to analyze business challenges, influence decisions, improve processes, identify automation and innovation opportunities, and drive initiatives from concept through successful delivery. Its work supports data-driven recommendations and efforts to help retail customers discover and engage with Fidelity, while improving efficiency across channels.

Requirements

• Bachelor’s degree or equivalent.
• Five years of experience in the financial services or software industry; experience in analytics is preferred.
• Strong analytical and critical-thinking skills, including the ability to interpret and manage large, complex data sets.
• Comprehensive understanding of business partner workflows and requirements, as well as related systems and applications.
• Ability to communicate and influence across all levels of management to drive decisions quickly and accurately.
• Excellent written and verbal communication skills, presentation capabilities, and attention to detail.
• Strong organizational and stakeholder-management skills, including the ability to drive accountability, track milestones, and manage delivery risks.
• Demonstrated ability to identify process-improvement and automation opportunities.
• Fluency in SQL.

Nice To Haves

• Experience in analytics.
• Dev-Assist usage.

Responsibilities

• Analyze complex business challenges and translate data-driven insights into action.
• Partner with internal and external stakeholders and teams to understand workflows, requirements, systems, and applications.
• Drive initiatives from concept through execution and successful delivery.
• Influence high-impact business decisions across management levels.
• Monitor progress against milestones, drive accountability across teams, and proactively communicate and mitigate delivery risks.
• Identify opportunities for process improvement, automation, and innovation.
• Contribute analytics and recommendations that support the Distributions channel and channel optimization efforts.

What This Job Offers

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