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Consultant, Business Analysis - Defined Contributions

AT Fidelity Investments
Fidelity Investments

Consultant, Business Analysis - Defined Contributions

Westlake, TX

Job Description:

The Role

We are looking for a highly motivated and experienced individual to join the team as a Consultant Business Analysis providing custom reporting solutions for some of America's largest Defined Contribution (DC) Clients through Alteryx, SQL and Snowflake 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.

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Expertise you Have and Skills You Bring

  • Outstanding analytical skills. Ability to break down sophisticated questions and supporting data into well-structured analyses.
  • Ability to train and guide Business analysts, Senior Business analytics across WI and other BUs
  • Knowledge of DC products/services and operational processes required
  • Expert at synthesizing data / trends in order to develop key insights / storylines that help to effectively connect with leaders with proven experience in Alteryx, SQL and Snowflake platforms.
  • 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 a plus
  • 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 are able to identify the client need, determine the best source of data to meet the need, extract the data and create a professionally 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 Business Management 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.

Note: Fidelity will not provide immigration sponsorship for this position.

Certifications:

Category:

Business Analysis
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.

Client-provided location(s): Westlake, TX, USA; Covington, KY, USA
Job ID: Fidelity-2110194
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Company Equity
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program

Company Videos

Hear directly from employees about what it is like to work at Fidelity Investments.