Job Description:
The Role
At Fidelity, we know our greatest asset is our associates, and we focus on building an environment that allows people to perform their best and make an impact! The Business Analyst position is part of the Trust Services and Investment Data Team. In this role, you will be member of a dynamic team and strategically directs the business unit's business analysis function and lead multiple projects with diverse scope and complex business problems regarding all aspects of Trust Services projects and service inquiries ensuring successful implementation of solutions. You will be responsible for the analysis and evaluation of business problems and the development of solutions that meet business requirements. Your work and creativity will help the team to service and provide solutions to new and existing business and assist in growing our custom fund administration offerings and platforms. This role is based in Boston, MA; Covington, KY; Merrimack, NH; Smithfield, RI; or Westlake, TX.
The Expertise and Skills You Bring
- 3-5+ Years combined experience in project management, information technology or related field
- Proficiency data analysis tools, familiarity with BI tools (e.g., Tableau, Power BI), in MS Office applications and can quickly learn and master internal websites, databases, and applications
- High degree of integrity and strong work ethic; orientation toward results; positive attitude
- Independent problem solver; accountable for and skilled in exercising sound judgment
- Confirmed ability to simultaneously identify, prioritize and address multiple issues and quickly respond to shifts in priorities
- Knowledge and understanding of institutional investment products and their service providers (trustees, investment managers, consultants, etc.)
- Communicate effectively and actively collaborate with others
- You have experience and enjoy using different technology, tools, and applications
- An eagerness to take initiative, show creativity, with a process innovation approach
The Value You Deliver
- Working with internal partners to evaluate servicing capabilities and identify issues and implement resolution
- Strong organizational skills and attention to detail, yet you are flexible to switch between different projects and balance changing priorities.
- Ability to build strong relationships with internal and external business partners and provide helpdesk request responses
- Collaborate in a team-oriented, fast-paced environment
- Ensuring the team's processes and controls are appropriate and well detailed and documented
- Improving current processes to build efficiencies where possible
The Team
The Trust Services and Investment Data, within the Workplace Investing (WI) Financial Operations organization, provides support to Fidelity Management Trust Company (FMTC) legal entity, providing trust and custodial services to defined contribution and defined benefit plans, including custom fund administration, custodial capabilities through third party service providers, trust oversight of proprietary FMTC investment products, FMTC Board governance, client services and administration for custom funds and managing the investment data management of the investment data presented on Fidelity.com and Net Benefits platforms. We also provide investment consultation and expertise to plan sponsors including fund and market analysis, defined contribution plan line up options and performance advice, and thought leadership.
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-we offer a range of opportunities for learning so you can build the career you've always imagined.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
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 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 Accommodation Team by sending an email to accommodations@fmr.com.
