Business Analyst, Platform Management - IWMS Client Experience at Fidelity Investments

Smithfield, Rhode Island, United States

Fidelity Investments Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Investment ManagementIndustries

Requirements

  • Shown business analysis and project management skills
  • Self-starter with high motivation and initiative and a sense of curiosity
  • Ability to work independently, navigate the organization, and build positive relationships with business leaders across the firm
  • Capability for critical thinking and comprehending the larger context
  • Proficiency in debugging technical issues under minimal supervision or instructions
  • Knowledge or ability to learn telephony platforms like Genesys or Amazon Connect
  • Minimum of 3+ years of work experience, including demonstrated success working in a fast-paced environment and at all levels of an organization
  • Experience with platform governance, platform management, and desktop support is helpful
  • Deep technical, analytical and problem-solving skills
  • Ability to reconcile, integrate, and synthesize information, fixes technical issues, synthesize findings and present options to tackle problems
  • Ability to think conceptually and bring structure to business problems, coupled with a highly practical orientation
  • Superb communication, influence and social skills
  • Extraordinary teammate with a shown desire to share and chip in to the team's success
  • Bachelor's degree or equivalent work experience

Responsibilities

  • Conducting analysis of technology changes being introduced to group desktops
  • Supporting Contact Center platforms as a System Admin; coordinating FI’s detailed business/functional hierarchy, agent provisioning, Call/Chat routing, and expertise in the platforms
  • Supporting the business outcomes through workforce planning, creation and maintenance of associate/team schedules, call routing and creating dedicated phone numbers
  • Assisting in coordination and management of desktop platform and contact center platform projects
  • Taking charge of project deployments and upgrades related to desktop applications (e.g., IE, MS Office, native Fidelity applications like myWorkspace, etc.) and software used in customer service centers (Genesys, NICE, Nexidia, ADI, etc.)
  • Ensuring appropriate documents are created to support Sr. Management presentations and updates
  • Acting as liaison between inter divisional teams (Techworks, business user teams, technology) to encourage collaborative communication; ensuring teams are applying effort to associate experience goals consistently
  • Facilitating and streamlining business processes as vital using broad understanding of Fidelity's technology release cycles
  • Providing support to the ongoing desktop platform management & governance for the OSG/CE/Risk & Finance groups
  • Handling the deployment of various application releases to the associate desktops
  • Providing level II support to ongoing issues or problems arising from associate's desktop usage

Skills

Business Analysis
System Administration
Contact Center Platforms
Workforce Planning
Call Routing
Agent Provisioning
Project Management
Desktop Application Deployment
MS Office
IE
myWorkspace

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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