Fidelity logo

Business Analyst

Fidelity
  • Smithfield, Rhode Island
  • Remote
    3 days ago
    Fidelity

    Job Description

    Fidelity will not provide immigration sponsorship for this position.

    Job Description:

    The Role

    Join our team delivering innovative reporting solutions within OSG Client Services. We partner with internal business units across Fidelity to provide actionable insights that support day-to-day operations and long-term strategies. In this role, you will translate business objectives into impactful reporting solutions, align with our data visualization strategy, and continuously improve processes to drive efficiency and value.

    Key Responsibilities

    • Transform business needs into clear, actionable reporting and data visualization solutions.
    • Lead or contribute to projects with broad scope and significant departmental impact.
    • Proactive team player who engages others, questions assumptions, and promotes innovative solutions through collaboration.
    • Analyze business reporting requests and identify appropriate data sources to develop accurate and actionable reporting solutions.
    • Building and maintaining a strong network of colleagues across Fidelity Enterprise.
    • Make informed decisions independently within a wide context.
    • Drive continuous improvement in team processes and reporting capabilities.
    • Demonstrate curiosity and a strong desire to understand systems and workflows.
    • Approach challenges with a hands-on, problem-solving mindset.


    The Expertise and Skills You Bring

    • Bachelor’s degree preferred.
    • Foundational knowledge in SAP BusinessObjects reporting and Universe development
    • Basic understanding of SQL development, including queries, joins, subqueries, aggregations, and performance optimization to support reporting and analytics requirements.
    • Demonstrated experience leveraging SAP BusinessObjects, Tableau, and Power BI to support enterprise reporting, analytics, and business intelligence initiatives.
    • Experience with Snowflake Data Platform, Data Structures, and Data Integration.
    • Ability to design and create interactive Power BI dashboards, reports, and visualizations that deliver actionable business insights.
    • Experience partnering with technology teams to source and integrate new data.
    • 3 plus years of business analysis experience.
    • Exceptional communication skills—both written and verbal—with the ability to influence stakeholders.

    The Team

    As part of the OSG Client Services Reporting Team, you’ll join a high-performing group dedicated to delivering accurate, timely, and insightful reporting for a diverse set of internal business partners.


    Fidelity’s Onsite Working Model
    Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

    Certifications:

    Category:

    Business Analysis

    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.

    Numbers & Facts

    LocationSmithfield, Rhode Island (
    Remote
    )
    IndustryBanking
    Company Size10,000 employees or more
    Year Founded1946
    Websitehttps://jobs.fidelity.com/

    About Company

    We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses. Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

    Skills

    • Business Analysisunmatched
    • Business Intelligenceunmatched
    • Communication Skillsunmatched
    • Continuous Improvementunmatched
    • Customer Support/Serviceunmatched
    • Data Structuresunmatched
    • Data Visualizationunmatched
    • ERISA (Employee Retirement Income Security Act of 1974)unmatched
    • Investment Servicesunmatched
    • Microsoft Exchange Serverunmatched
    • Network Administration/Managementunmatched
    • Performance Tuning/Optimizationunmatched
    • Power BIunmatched
    • Presentation/Verbal Skillsunmatched
    • Problem Solving Skillsunmatched
    • Process Improvementunmatched
    • Regulationsunmatched
    • Reporting Dashboardsunmatched
    • Reporting Skillsunmatched
    • Requirements Managementunmatched
    • SAP BusinessObjectsunmatched
    • SQL (Structured Query Language)unmatched
    • Securitiesunmatched
    • Securities Investmentsunmatched
    • Snowflake Schemaunmatched
    • State Laws and Regulationsunmatched
    • Tableauunmatched
    • Team Playerunmatched
    • Time Managementunmatched
    • Writing Skillsunmatched

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