- Ideal candidate will have 5-7+ years in the financial service industry, with experience using data and analytics to consult and inform strategy
- Degree or experience in a quantitative analysis field (Engineering, Mathematics, Statistics, Finance or Business.)
- Proficiency in Business Intelligence tools, analyzing large data sets, modeling, and presentation tools (MS Excel, MS PowerPoint) with experience in Tableau, Power BI etc. \u00A0
- Experience working with offshore teams preferred
- Fidelity experience is a plus
- Excellent written and verbal communications skills, including the ability to communicate effectively with Finance and business partners at varying levels of the organization. Ability to communicate complex ideas in simple terms
- Intellectually curious, willing to ask questions and challenge the status quo
- Outstanding analytical and problem- solving skills, working independently to perform most analyses. Comfortable working through ambiguous asks and ideas from concept to delivery
- Strong interpersonal skills
- Ability to take initiative and seek creative solutions that challenge conventional approaches
- Confidence and ability to influence others, including senior leaders
- Flexible and adaptable team player
- Ability to respond to shifting priorities while maintaining progress of regularly scheduled work
- Providing analyses and strategic recommendations to team, management, and business partners
- Synthesizing data, analyses, and conclusions into self-service dashboards or presentation format for senior management
- Finding opportunities to streamline work processes to make the team more efficient and effective
- Proactive partnership and communication with business and Finance partners
- Using tools and business knowledge to continuously provide insightful information, reporting and analytics that evolve with changes in the business
- Work with the business to understand investment opportunities and provide cost benefit analyses to support decision making
- Contributing to the finance community with your energy, enthusiasm, and team spirit
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Senior Business Analyst - Westlake, United States - Fidelity TalentSource LLC
Description
Job Description:
The Senior Analyst role is a member of the Capacity Planning team, delivering impactful and insightful capacity data analytics and intelligence to our business partners. The primary objective of the role will be to provide a broad range of analytics and strategic decision support to drive decision-making and improved business results. You will be responsible for conducting consultative analyses and creating executive level recommendations for business partners and the line finance team. You will also provide a broad range of ad hoc analytical support, to business partners and the broader FBOT finance organization. The analyses and insights delivered are critical components for the successful execution of the business plan.
The Expertise We re Looking For
The Skills You Bring
The Value You Deliver
Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission 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. Honored with a
Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,
detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.We invite you to Find Your Fidelity at
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 Accommodation Team by sending an email to
