JobsBusiness & Financial AnalystUnited StatesBusiness Analyst
Fidelity Investments
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Business Analyst
Fidelity Investments · Smithfield, Rhode Island, United States
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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
ALSO MENTIONED
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.
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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+
- OFFICES
- 1 on LinkedIn
- OPEN HERE
- 8 roles
KNOWN FOR
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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.
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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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