Job Description
Job Description:
The Role
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 detail-oriented analyst, who enjoys technology and innovation, with a natural curiosity and a passion for problem solving. You seek opportunity for hands-on delivery work, and value collaborative partnerships, commitment to team and Owning the Outcome.
The role will focus on the development and implementation of Investment Exposure and Risk Analytics to help our Brokerage, Wealth, and Workplace customers reach their financial goals. This is part of a larger strategic initiative to build an Insights platform of the future, with flexibility and scale to meet our growing consumers' needs. This position combines big-picture vision with practical execution, making it an exciting opportunity for candidates passionate about innovation and financial planning thru digital financial technology.
Responsibilities include:
- Conducting thorough analysis of customer needs, business processes, and technical capabilities to create and prioritize solutions.
- Collaborating closely with partners to drive capture requirements, documentation and informing the path and implementation plan.
- Working closely with systems analysts researching data, accessing APIs.
- Participating in 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.
- Experience within the Financial Services industry, specifically investment performance and analytics preferred
- Growth mindset and willingness to learn and adapt.
- Desire to work collaboratively in an cross functional team.
- Strong execution background with the ability to multi-task and prioritize for efficiency and business need.
- Proven ability to write business requirements, identify use cases with attention to detail.
- You have demonstrated strong verbal and written communication skills and bring an intellectually curious approach day in and day out
- Ability to collaboratively build and present a compelling story based on data and analysis
- Data/API query a plus (JSON editor, BRUNO, SQL/SQL Dev.
The Team
You will be a member of the Investment Exposure and Risk Analytics & Insights team that is part of the Core Wealth Platform Product Area. Your primary focus will be developing and supporting investment insights and analytics for our Wealth, Brokerage and Workplace customers. 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. You will learn best in class delivery process to drive scale and operational efficiency.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
Certifications:
Category:
Product ManagementMost 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.
Job Description:
The Role
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 detail-oriented analyst, who enjoys technology and innovation, with a natural curiosity and a passion for problem solving. You seek opportunity for hands-on delivery work, and value collaborative partnerships, commitment to team and Owning the Outcome.
The role will focus on the development and implementation of Investment Exposure and Risk Analytics to help our Brokerage, Wealth, and Workplace customers reach their financial goals. This is part of a larger strategic initiative to build an Insights platform of the future, with flexibility and scale to meet our growing consumers' needs. This position combines big-picture vision with practical execution, making it an exciting opportunity for candidates passionate about innovation and financial planning thru digital financial technology.
Responsibilities include:
- Conducting thorough analysis of customer needs, business processes, and technical capabilities to create and prioritize solutions.
- Collaborating closely with partners to drive capture requirements, documentation and informing the path and implementation plan.
- Working closely with systems analysts researching data, accessing APIs.
- Participating in 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.
- Experience within the Financial Services industry, specifically investment performance and analytics preferred
- Growth mindset and willingness to learn and adapt.
- Desire to work collaboratively in an cross functional team.
- Strong execution background with the ability to multi-task and prioritize for efficiency and business need.
- Proven ability to write business requirements, identify use cases with attention to detail.
- You have demonstrated strong verbal and written communication skills and bring an intellectually curious approach day in and day out
- Ability to collaboratively build and present a compelling story based on data and analysis
- Data/API query a plus (JSON editor, BRUNO, SQL/SQL Dev.
The Team
You will be a member of the Investment Exposure and Risk Analytics & Insights team that is part of the Core Wealth Platform Product Area. Your primary focus will be developing and supporting investment insights and analytics for our Wealth, Brokerage and Workplace customers. 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. You will learn best in class delivery process to drive scale and operational efficiency.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
Certifications:
Category:
Product ManagementMost 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.
About Fidelity Investments
At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
*Specifically serviced by our Clearing & Custody team within Fidelity Institutional
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.
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