Data Analyst - Data & Reporting Automation

Job Description:

Interested in a Westlake-based role, being part of a diverse team within an evolving, and customer focused organization? Join us as we implement our vision to drive ease of doing business for the associates we serve.

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

The Expertise we're looking for

• Bachelor's degree required with 3 to 5 years of related experience in the Financial Services industry.
• Knowledge of Robotic Process Automation (RPA) Blue Prism, Business Intelligence and reporting software like Microsoft Power BI, Tableau, Relational Databases like SQL.
• Proficiency in using Microsoft Office products like Excel for data aggregation, reporting & analysis, PowerPoint for Designing and creating presentations, Word for documenting reporting procedures, SharePoint, Jira, Confluence for tracking & communication with peers & team members.
• Experience in analyzing data and reporting is strongly preferred.
• Strong oral and written communication, and facilitation skills.
• Defined Contributions knowledge, Benefits administration is a plus.

The Purpose of your role

The Solutions Office Team within Fidelity's Workplace Investing Relationship Management organization is seeking a highly motivated data analyst to join the team. We provide critical support to the Relationship Managers and are charged with implementing process improvement, automation, and developing standard methodologies for current (and future) work.

The Solutions Office has presence across multiple regions catering to a variety of customers; we are responsible for delivering solutions that create scale and efficiency within the Relationship Management organization, thereby enabling Managing Directors and Service Delivery Leaders with efficiencies in their functional responsibilities of client servicing, retention, satisfaction, and growth.

The Skills You Bring

• You have a penchant for problem solving, are detail-oriented and can think analytically.
• You can deliver a high level of accuracy.
• You bring passion to your work and operate with a sense of purpose that motivates those you work with.
• You are intellectually curious, take initiative, love learning new skills and sharing that knowledge with others.
• You can build trust with peers, team members and Solutions Office customers (Relationship managers and other WI business partners).
• You have a strong work ethic, are focused on continuous improvement for self and team.
• You can navigate the organization to find information and data for your projects.
• You have a professional demeanor and can work independently with minimal direction

The Value you deliver

• Execute on activities related to (but not limited to) producing client-specific content, fulfilling internal and external data requests, and performing plan service reviews and enablement activities
• Contributing to our Reporting and Automation efforts by building new reports, dashboards, and automating manual processes using Robotic Process Automation
• Supporting the needs of the WI Relationship Management team, internal business partners and other Relationship Mgmt. support teams
• Identify, capture, analyze, consolidate, and distribute data in requested format
• Process requests according to business requirements and documented procedures in a timely manner
• QC output to ensure data accuracy and adherence to specifications
• Seek clarification and refine requirements by interacting with the requestors
• Pursue opportunities to streamline, improve and standardize processes
• Identify and implement best practices when executing on Solutions Office activities

How Your Work Impacts the Organization

For Workplace Investing to deliver upon its strategic goals, strengthen our core value proposition, strategically re-engineer our operating environment, and provide our customers with better outcomes-it is essential that we provide a support environment that is agile, efficient and delivers superior customer outcomes across a broad range of partners, services, and products. We are a distributed team with end-to-end solution and execution capabilities. It helps identify and execute activities/capabilities that can be transitioned to us which allows our business partners to be more focused on delivering results to our clients, prospects, and advisor community.

Our team provides solution development and execution support using agile techniques, a good/better/best approach, and subject matter expertise to rapidly re-engineer and automate front-end processes. We provide solutions across all WI and SPS products and services as well as partner with Fidelity International.

Certifications:

Category:

Business Analytics and Insights
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.

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.

Client-provided location(s): Westlake, TX

Job ID: Fidelity-2113996

Employment Type: OTHER

Posted: 2025-07-22T23:48:30