Business Analyst Consultant - Fidelity Investments : Job Details

Join to apply for the Business Analyst Consultant role at Fidelity Investments

Join to apply for the Business Analyst Consultant role at Fidelity Investments

The RoleAs 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 strategic thinker with a strong passion for building digital investment solutions to help clients achieve their financial goals. You enjoy 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.

Job DescriptionThe RoleAs 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 strategic thinker with a strong passion for building digital investment solutions to help clients achieve their financial goals. You enjoy 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, 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; to analyze customer needs and help to create and build financial insights and capabilities. You bring a client-centric, investment 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 and financial planning thru 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 create and prioritize solutions.
• Working closely with partners to capture requirements, documentation and informing the path and implementation plan.
• 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.
• Experience within the Financial Services industry, specifically investment performance and analytics preferred
• Financial certifications (ie, CFA, CFP, CPA), and/or experience in areas like Tax and Financial Planning and Analysis a plus
• Ability to collaboratively build and present a compelling story based on data and analysis
• Strong execution background with the ability to multi-task and prioritize for efficiency and business need.
• You have demonstrated strong verbal and written communication skills and bring an intellectually curious approach day in and day out
• Strategic thinker with a customer-first focus

The TeamYou 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 and analytics 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.Note: Fidelity will not provide immigration sponsorship for this position.CertificationsCategory:Product ManagementFidelity'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.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.

Seniority level

• Seniority levelMid-Senior level

Employment type

• Employment typeFull-time

Job function

• Job functionResearch, Analyst, and Information Technology

Referrals increase your chances of interviewing at Fidelity Investments by 2x

Get notified about new Business Analyst jobs in Roanoke, TX.

Dallas-Fort Worth Metroplex $45.00-$47.00 13 hours ago

Irving, TX $105,000.00-$110,000.00 19 hours ago

Irving, TX $125,000.00-$140,000.00 2 weeks ago

Dallas-Fort Worth Metroplex $60.00-$60.00 5 days ago

Irving, TX $90,000.00-$110,000.00 2 weeks ago

Irving, TX $85,000.00-$100,000.00 6 days ago

North Richland Hills, TX $90,000.00-$105,000.00 1 day ago

Irving, TX $90,000.00-$120,000.00 2 weeks ago

Business Analyst, eCommerce - Remote (Texas/North Carolina)

Irving, TX $60,400.00-$71,600.00 2 days ago

Irving, TX $80,000.00-$100,000.00 11 hours ago

Irving, TX $90,000.00-$100,000.00 19 hours ago

Irving, TX $105,000.00-$115,000.00 2 weeks ago

Business Transformation Analyst- Dallas, TX

Irving, TX $114,720.00-$172,080.00 5 days ago

Farmers Branch, TX $69,400.00-$82,500.00 2 days ago

We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr