Job Title: Senior Business Analyst
The Role:
The Senior Business Analyst is part of the newly-created Enterprise Outcomes & Analysis team and supports executive decision-making for Fidelity’s highest financial priorities. This role will partner across Fidelity functions to complete analyses and answer questions with a cross-company perspective and contribute to the creation of executive messaging and communications. The ideal candidate is an analytical problem-solver who works both independently and as part of a team, enjoys working through questions to create clarity and understanding, encourages sharing of new ideas, and thrives in a fast-paced environment.
The Expertise and Skills You Bring
Bachelor’s Degree or equivalent experience
2-5 years of financial services experience, such as experience in a corporate strategy group, finance function, or strategy consulting firm; other helpful experience could include financial analysis, product development, marketing strategy, and business plan development
Creative thinking and fact-based problem-solving that combines strong conceptual skills and strong analytical skills with a goal-oriented focus (i.e., what are we trying to solve?)
Effective communication and messaging skills that convey meaning with clarity
Curiosity about our industry and our markets, with an eagerness to explore business questions, uncover insights, and learn about how we will succeed as an enterprise
Attention to detail and comfort with ambiguity
Cooperative, team-focused mindset, coupled with a positive attitude and an emphasis on proactively identifying needs and creating innovative solutions
Adaptable and capable of both collaborating and leading effectively
Ability to connect with others and build positive relationships
Solid project management abilities and knowledge of financial modeling, presentation, and data visualization tools (e.g., MS Excel, MS PowerPoint, PowerBI)
Commitment to continuous improvement and finding new ways to get things done!
The Value You Deliver
Conducting analyses to inform how we think about key business issues to inform sound decision-making for senior leadership
Contributing to Executive Team transparency into progress against strategic priorities, with a bent towards improving how we do this on an ongoing basis
Maintaining positive relationships across the enterprise to build partnerships that “connect the dots” and develop an overall enterprise perspective
The Team:
The Enterprise Outcomes & Analysis team within Corporate Finance, in collaboration with senior leaders, business partners from across the organization, and other Corporate Finance teams, provides insights on investment and portfolio discipline, financial trends, and other areas of executive interest to deliver on enterprise strategy and ensure the long-term financial success of the firm.
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. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.
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.