Business Analyst at Fidelity TalentSource LLC

Position Description:

As part of Investment Services team, the Platform and Data Strategy Business Analyst is responsible for execution and ongoing analysis and improvement of platforms and data processes. The position is critical to enhancements/implementations to platforms, issue resolution and helping to drive scale and efficiency across multiple systems, groups and processes.
We are looking for someone who is passionate about technology, data strategy, business intelligence, business requirements exploration and discovery, systems improvements, data consumption processes and reporting. The successful candidate will represent the needs of the Platform and Data Strategy BA functions. You will be a member of a team of associates passionate about platforms/technology, data strategy, driving modernization and helping to transform how investors perform their roles in the future.

The Team

Working within the Platform & Data Strategy group, our work supports the business in multiple ways including platform and data strategy initiatives and support. We assist with gathering and analyzing business requirements, while helping with the transformation of the Investment Decisions Solutions (IDS) landscape. Our team is responsible for driving technology, data strategy, and process improvements on behalf of the IDS functions. You will work closely with the investors, operations, and technology partners as the Business Liaison to improve current technology platforms and enhance data strategy and quality, while also helping to drive the implementation and adoption of new tools, process and technology within the business.

The Expertise You Have

• 0 -3 years’ experience working in a corporate setting
• Proven capabilities working with project/platform implementations and data strategy/analysis with a sophisticated technical curiosity
• Conceptual understanding of databases with some experience with Python and/or SQL
• Basic understanding of process improvement methodologies

The Skills You Bring

• Strong analytical skills and problem-solving capabilities.
• Strong Excel skills
• Strong PowerPoint skills
• Basic project management skills
• Strong organizational skills, with the ability to work on multiple assignments simultaneously
• Good interpersonal skills, including excellent written and verbal communications skills
• Learning mentality, always seek to understand the underlying platform, data and technology working to effectively bridge between issues and their root cause
• Strong team-oriented approach to getting work done
• Interest in Financial Services and Asset Management with a desire to grow career

The Value You Deliver

• Enhance platforms and ensure high quality data for investors
• Identify technical and business process issues and collaborate with business, operations, data and technology partners in resolving them
• Ensure the quality and timeliness of ongoing platform and data strategy initiatives
• Work with investors to help them process, use and understand platforms and data across a variety of applications

 

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 Best Place to Work in 2023. 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.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working.”
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, or by calling , prompt 2, option 3.

Company Overview

Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at 

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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 TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at

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Information about Fidelity investments

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. For information about working at Fidelity, visit

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Fidelity Investments and Fidelity TalentSource are equal opportunity employers.