Consultant, Business Analysis

Job Description:

We are looking for people who are passionate about generating business insights that help teams develop and improve the quality and efficiency of key service and operational processes. Do you enjoy analyzing business processes and using your data and visualization skills to help the business improve those processes? Bring your analysis and data skills along with your strong communications skills to Fidelity’s Personal Investing (PI) business!

This position could base in our offices in any of the following locations: Smithfield, RI, Merrimack, NH, Durham, NC, Westlake, TX, Salt Lake City, UT, Jacksonville, FL, Denver, CO or Covington, KY. We would also consider 100% remote location for the right candidate.

The Expertise We’re Looking For

• Demonstrated ability in analysis, data management and data integration
• Power user of Tableau, Alteryx, and other sophisticated analysis tools

The Purpose of Your Role

Your role will be to work with business unit partners to provide reports, visualizations, and analyses to better understand their businesses and identify key areas of opportunity to improve the customer experience, department efficiencies, and the overall business effectiveness of the unit. You’ll help gather their needs, you’ll find and organize relevant data, you’ll analyze the data and build extraordinary visualizations to fulfill their needs, and you’ll spend time with partners to educate them on the data, so they can use it for realizing real business value!

The Skills You Bring

• Your strength in partnering with business colleagues, understand the business being served and apply insights and solutions that enable the business to successfully achieve its goals and objectives.
• Your business experience working with client facing businesses via call center, back office operations, and/or investor centers.
• Your skills in data analysis, migration, modeling and Alteryx and Tableau data visualization tools
• Your experience with other tools such as D3, R, AWS Redshift, Python and SQL will be a plus.
• Your exceptional analytical skills and use of root cause analysis and diagnostics.
• Your exceptional interpersonal skills including written, verbal and technology illustrations.
• Your ability to apply process improvement methodologies to identify improvement opportunities.

The Value You Deliver

• Providing detailed data analysis that results in key reporting for leadership, including functional, operational and field based leaders.
• Supporting ad-hoc analysis to provide intelligence and insights around areas of improvement that will result in higher customer and associate satisfaction, better execution and efficiency and reduced costs across PI.
• Using sophisticated tools and technology to bring extraordinary data analytic approaches to PI
• Providing highly engaging data visualizations that showcase key performance insights as well as ad-hoc analysis for business focused perspective on outlier behavior, degrees of variance in performance and improvement opportunities.
• Supporting PI prioritized scrum projects to provide data and measurement around use cases and realized results.
• Promoting a data driven culture for transparency & accountability to help identify and prioritize performance, process and execution related issues.
• Introducing benchmarked quality metrics and implementing a clear plan to get to world class delivery.

How Your Work Impacts the Organization

The Business Intelligence & Insights team plays a key role in helping the key departments in Personal Investing (Call Center & Branch teams, Finance, Operations, Digital, Human Resources) manage and transform their businesses by providing them superior analytical support. As an analyst in the department, you will use data to help them understand the current state of their business processes, and analyze those processes by gathering relevant data and working with the partners to understand the health of the current process as well as the key opportunities for improvement. Your work will enable meaningful decisions that directly increase Fidelity’s key results – the quality of our customer experience, our associate experience, and the operational perfection we strive for in our business units.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives the want. We are a privately held company that places a high degree of value in creating and cultivating a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity visit FidelityCareers.com

Fidelity Investments is an equal opportunity employer.

Certifications:

Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.

Fidelity will continue to keep the safety of associates and customers as our top priority and this will never change. As the pandemic evolves and Federal, State, and Local regulations emerge, it has become clear that knowing the vaccination status of all associates is critical to our safety efforts.

Therefore, Fidelity will require all candidates to disclose their COVID-19 vaccination status during the hiring process, and if vaccinated, provide proof of vaccine.

This is not a requirement to be vaccinated. It is a requirement to report vaccination status and, if vaccinated, provide proof.