Associate Business Analyst at Fidelity Investments

Smithfield, Rhode Island, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, TaxIndustries

Requirements

Ability to write SQL queries to extract data from relational databases (e.g. Snowflake)
Experience in designing and developing dashboards & reports using Power BI, Qlik, Tableau, and Microsoft Excel
Ability to work closely with various business functions, documenting business requirements, creating test cases, and preparing reports, user guides, or other supporting materials
Excellent written and oral communication skills with strong presentation presence
Proficient project management skills, including an ability to prioritize and meet goals
Identified opportunities to address gaps, risks, and inefficiencies in processes
Demonstrate a high proficiency for accuracy/attention to detail
Motivated, strong desire to learn and continuously encourages ideas to improve how we get our work done
A Bachelor's degree, preferably in Computer Science or Information Systems but not required

Responsibilities

Researching, designing, analyzing, and delivering reporting solutions
Translating business needs into data requests to create insights
Data analysis and dashboard development for various functions across tax operations
Contributing to the team’s objective by development of data visualizations and business reporting to support operational efficiency and scalability

Skills

SQL

Snowflake

Power BI

Qlik

Tableau

Excel

data analysis

dashboard development

business requirements

project management

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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