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Fidelity Investments

Posted yesterday · Jobs at Fidelity Investments

Business Analyst

Fidelity Investments · Smithfield, Rhode Island, United States

Full-timeOn site2-5 yrsListed as no visa sponsorshipFinancial Services
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In short

The role involves transforming business objectives into actionable reporting and data visualization solutions while collaborating with internal units. You will lead reporting projects, identify data sources, and drive continuous process improvements to enhance operational efficiency.

What they're looking for

MUST-HAVE SKILLS

Business AnalysisSAP BusinessObjectsSQLTableauPower BISnowflake Data PlatformData VisualizationReporting Solutions

ALSO MENTIONED

Business AnalystReporting SolutionsOSG Client ServicesData VisualizationSAP BusinessObjectsSQLTableauPower BISnowflake Data PlatformData Integration

Candidates should have at least 3 years of business analysis experience and foundational knowledge in SQL and SAP BusinessObjects. Proficiency in data visualization tools like Power BI and Tableau, along with experience in the Snowflake Data Platform, is required.

About the employer

Fidelity Investments

Here to help you grow your savings and invest in the life you want.

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India.

Read more

For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

INDUSTRY
Financial Services
COMPANY
Privately Held
FOUNDED
1946
HEADQUARTERS
Boston, MA
SIZE
10,001+on LinkedIn
OFFICES
1 on LinkedIn
OPEN HERE
8 roles

KNOWN FOR

RetirementInvestmentsOnline tradingAsset managementIRA401k

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Questions about this role

Is this Fidelity Investments role remote?
Tagged on site.
Does it sponsor visas?
Listed as no visa sponsorship.
What experience does it ask for?
Listed as 2-5 years.

The posting, in full

Fidelity will not provide immigration sponsorship for this position. 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.

▶ READ THE FULL POSTING

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.

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This listing comes from Fidelity Investments's own careers site. Apply links go to the employer. Company facts are from Fidelity Investments's public profile. Last checked 29 Oct 2026.