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Fidelity Investments

Senior Business Analyst (SQL & Alteryx Developer)

2 days ago• Albuquerque, NM

Job Description:

Senior Business Analysis

The Role

We are looking for a highly motivated and expert individual to join the team as a Senior Business Analyst. This role provides tailored client reporting solutions for some of America's largest Defined Contribution (DC) Clients using data preparation tools, database query languages, and cloud-based data warehousing 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

Expertise you Have and Skills You Bring

  • Outstanding analytical skills. Ability to break down sophisticated questions and supporting data into well-structured analysis
  • Knowledge of DC products/services and operational processes
  • Expert at synthesizing data and trends to develop key insights and storylines. These insights help effectively connect with leaders. The role requires experience with Alteryx, SQL, and Snowflake environments
  • Collaborate and work with CSA's and CSM's on the custom client reporting needs
  • 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 is a bonus
  • 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 identify the client need. Then, you determine the best data source, extract the data, and build a 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

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

The Team

The Client Reporting 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

Certifications:

Category:

Business Analysis
Most 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.

Client-provided location(s): Albuquerque, NM, Westlake, TX, Covington, KY
Job ID: Fidelity-2122853
Employment Type: OTHER
Posted: 2026-01-21T18:47:51

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

  • Diversity and Inclusion

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